Harmony Asset Management’s Jackson Financial JXN Stock Holding History

Harmony Asset Management’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	$1.01M	Sell	9,820 -6,909	-41%	-$749K	0.27%	90
2026 Q1	$1.77M	Buy	16,729 +1,391	+9%	+$156K	0.54%	49
2025 Q4	$1.64M	Buy	15,338 +2,700	+21%	+$269K	0.55%	45
2025 Q3	$1.28M	Buy	12,638 +1,780	+16%	+$166K	0.44%	62
2025 Q2	$964K	Buy	10,858 +651	+6%	+$52.7K	0.36%	73
2025 Q1	$855K	Sell	10,207 -55	-0.5%	-$4.88K	0.36%	71
2024 Q4	$894K	Buy	10,262 +1,492	+17%	+$146K	0.35%	66
2024 Q3	$800K	Buy	8,770 +944	+12%	+$78.7K	0.29%	74
2024 Q2	$581K	Buy	7,826 +3,116	+66%	+$223K	0.24%	84
2024 Q1	$312K	Buy	+4,710	New	+$256K	0.13%	115

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harmony Asset Management's JXN Position: Q2 2026 in Review

Harmony Asset Management reduced its Jackson Financial (JXN) stake by 41% in Q2 2026, selling an estimated $749K and leaving 9,820 shares worth $1.01M. The position accounts for 0.27% of the portfolio, ranked #90.

Harmony Asset Management first reported a position in JXN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.77M in Q1 2026. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Harmony Asset Management held 9,820 shares of Jackson Financial worth $1.01M as of Q2 2026.
Harmony Asset Management sold 6,909 Jackson Financial shares in Q2 2026, an estimated $749K.
Jackson Financial made up 0.27% of Harmony Asset Management's portfolio in Q2 2026, its #90 holding.
Harmony Asset Management first reported a position in Jackson Financial in Q1 2024 and has held it in 10 quarters since.
Harmony Asset Management's Jackson Financial position peaked at $1.77M in Q1 2026.
504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.