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IBEX Wealth Advisors’s Jackson Financial JXN Stock Holding History

IBEX Wealth Advisors’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 		$20.6M Buy
201,391
+1,668
+0.8% +$181K 1.62% 12
2026
Q1 		$21.1M Buy
199,723
+3,587
+2% +$401K 1.97% 9
2025
Q4 		$20.9M Sell
196,136
-85
-0% -$8.45K 2.05% 7
2025
Q3 		$19.9M Buy
196,221
+449
+0.2% +$41.9K 1.9% 9
2025
Q2 		$17.4M Buy
195,772
+5,140
+3% +$416K 1.85% 8
2025
Q1 		$16M Sell
190,632
-5,228
-3% -$464K 2.11% 10
2024
Q4 		$17.1M Buy
+195,860
New +$19.1M 2.01% 8
2024
Q3 		– Sell
-187,852
Closed -$13.9M – 180
2024
Q2 		$13.9M Buy
+187,852
New +$13.4M 2.18% 7
2024
Q1 		– Sell
-180,000
Closed -$9.22M – 134
2023
Q4 		$9.22M Buy
180,000
+3,187
+2% +$140K 2% 12
2023
Q3 		$6.76M Buy
+176,813
New +$6.18M 1.72% 15
2023
Q1 		$2.86M Buy
+76,534
New +$3.14M 0.74% 50

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 $3.37T AUM 44.26% 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

IBEX Wealth Advisors's JXN Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Jackson Financial (JXN) stake by 0.84% in Q2 2026, buying an estimated $181K and bringing the position to 201,391 shares worth $20.6M. The position accounts for 1.62% of the portfolio, ranked #12.

IBEX Wealth Advisors first reported a position in JXN in Q1 2023 and has held it in 11 quarters since. The position peaked at $21.1M in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • IBEX Wealth Advisors held 201,391 shares of Jackson Financial worth $20.6M as of Q2 2026.
  • IBEX Wealth Advisors bought 1,668 Jackson Financial shares in Q2 2026, an estimated $181K.
  • Jackson Financial made up 1.62% of IBEX Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • IBEX Wealth Advisors first reported a position in Jackson Financial in Q1 2023 and has held it in 11 quarters since.
  • IBEX Wealth Advisors's Jackson Financial position peaked at $21.1M in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.