Global Retirement Partners’s Jackson Financial JXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$153K Buy
+1,490
New +$161K ﹤0.01% 1761
2025
Q4
$159K Buy
1,495
+184
+14% +$18.3K ﹤0.01% 1613
2025
Q3
$133K Sell
1,311
-278
-17% -$26K ﹤0.01% 1380
2025
Q2
$141K Buy
+1,589
New +$129K ﹤0.01% 1264
2024
Q4
$157K Sell
1,808
-93
-5% -$9.08K ﹤0.01% 1056
2024
Q3
$173K Buy
1,901
+741
+64% +$61.8K 0.01% 973
2024
Q2
$86.1K Buy
1,160
+5
+0.4% +$357 ﹤0.01% 1278
2024
Q1
$76.4K Buy
1,155
+11
+1% +$597 ﹤0.01% 1201
2023
Q4
$55.6K Sell
1,144
-200
-15% -$8.8K ﹤0.01% 1312
2023
Q3
$48.9K Buy
1,344
+1,106
+465% +$38.6K ﹤0.01% 1285
2023
Q2
$7.29K Buy
238
+61
+34% +$1.97K ﹤0.01% 2074
2023
Q1
$6.04K Buy
177
+34
+24% +$1.4K ﹤0.01% 2102
2022
Q4
$4.98K Buy
143
+141
+7,050% +$4.9K ﹤0.01% 2023
2022
Q3
$0 Hold
2
– – ﹤0.01% 2841
2022
Q2
$0 Hold
2
– – ﹤0.01% 2787
2022
Q1
$0 Buy
+2
New +$83 ﹤0.01% 2703

Other funds holding JXN

Global Retirement Partners's JXN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Jackson Financial (JXN) in Q2 2026: 1,490 shares worth $153K. The stake represents ﹤0.01% of the portfolio and ranks #1761 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JXN as recently as Q4 2025.

Global Retirement Partners first reported a position in JXN in Q1 2022 and has held it in 16 quarters since. The position peaked at $173K in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Global Retirement Partners held 1,490 shares of Jackson Financial worth $153K as of Q2 2026.
  • Jackson Financial was a new Global Retirement Partners position in Q2 2026.
  • Jackson Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1761 holding.
  • Global Retirement Partners first reported a position in Jackson Financial in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Jackson Financial position peaked at $173K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.