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Godfrey Financial Associates’s Jackson Financial JXN Stock Holding History

Godfrey Financial Associates’s Portfolio JXN Stock Details JXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16
Closed -$1.69K – 1109
2026
Q1 		$1.69K Hold
16
– – ﹤0.01% 681
2025
Q4 		$1.71K Buy
+16
New +$1.59K ﹤0.01% 654

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Godfrey Financial Associates's JXN Position: Q2 2026 in Review

Godfrey Financial Associates sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 16 shares — an estimated $1.69K sold.

Godfrey Financial Associates first reported a position in JXN in Q4 2025 and held it in 2 quarters. The position peaked at $1.71K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Godfrey Financial Associates reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
  • Godfrey Financial Associates sold 16 Jackson Financial shares in Q2 2026, an estimated $1.69K.
  • Godfrey Financial Associates first reported a position in Jackson Financial in Q4 2025 and held it in 2 quarters.
  • Godfrey Financial Associates's Jackson Financial position peaked at $1.71K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.