Hillsdale Investment Management’s Jackson Financial JXN Stock Holding History

Hillsdale Investment 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	$8.58M	Buy	83,770 +6,290	+8%	+$681K	0.2%	135
2026 Q1	$8.19M	Buy	77,480 +3,000	+4%	+$336K	0.22%	86
2025 Q4	$7.94M	Sell	74,480 -220	-0.3%	-$21.9K	0.22%	93
2025 Q3	$7.56M	Buy	74,700 +14,000	+23%	+$1.31M	0.23%	100
2025 Q2	$5.39M	Buy	60,700 +19,800	+48%	+$1.6M	0.2%	149
2025 Q1	$3.43M	Sell	40,900 -9,500	-19%	-$844K	0.17%	157
2024 Q4	$4.39M	Buy	50,400 +500	+1%	+$48.8K	0.22%	109
2024 Q3	$4.55M	Buy	+49,900	New	+$4.16M	0.35%	81

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's JXN Position: Q2 2026 in Review

Hillsdale Investment Management increased its Jackson Financial (JXN) stake by 8.1% in Q2 2026, buying an estimated $681K and bringing the position to 83,770 shares worth $8.58M. The position accounts for 0.2% of the portfolio, ranked #135.

Hillsdale Investment Management first reported a position in JXN in Q3 2024 and has held it in 8 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Hillsdale Investment Management held 83,770 shares of Jackson Financial worth $8.58M as of Q2 2026.
Hillsdale Investment Management bought 6,290 Jackson Financial shares in Q2 2026, an estimated $681K.
Jackson Financial made up 0.2% of Hillsdale Investment Management's portfolio in Q2 2026, its #135 holding.
Hillsdale Investment Management first reported a position in Jackson Financial in Q3 2024 and has held it in 8 quarters since.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.