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JXN icon

IEQ Capital’s Jackson Financial JXN Stock Holding History

IEQ Capital’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 		$790K Sell
7,720
-14,628
-65% -$1.58M ﹤0.01% 1211
2026
Q1 		$2.36M Sell
22,348
-12,758
-36% -$1.43M 0.01% 709
2025
Q4 		$3.74M Buy
35,106
+19,403
+124% +$1.93M 0.01% 605
2025
Q3 		$1.59M Buy
15,703
+10,824
+222% +$1.01M ﹤0.01% 841
2025
Q2 		$433K Buy
+4,879
New +$395K ﹤0.01% 1228

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

IEQ Capital's JXN Position: Q2 2026 in Review

IEQ Capital reduced its Jackson Financial (JXN) stake by 65% in Q2 2026, selling an estimated $1.58M and leaving 7,720 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

IEQ Capital first reported a position in JXN in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.74M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • IEQ Capital held 7,720 shares of Jackson Financial worth $790K as of Q2 2026.
  • IEQ Capital sold 14,628 Jackson Financial shares in Q2 2026, an estimated $1.58M.
  • Jackson Financial made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1211 holding.
  • IEQ Capital first reported a position in Jackson Financial in Q2 2025 and has held it in 5 quarters since.
  • IEQ Capital's Jackson Financial position peaked at $3.74M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.