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IFP Advisors’s Jackson Financial JXN Stock Holding History

IFP 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 		$198K Buy
1,935
+20
+1% +$2.17K ﹤0.01% 1520
2026
Q1 		$202K Sell
1,915
-377
-16% -$42.2K ﹤0.01% 1398
2025
Q4 		$244K Buy
2,292
+283
+14% +$28.1K 0.01% 1263
2025
Q3 		$203K Sell
2,009
-253
-11% -$23.6K 0.01% 1282
2025
Q2 		$201K Sell
2,262
-391
-15% -$31.7K 0.01% 1269
2025
Q1 		$222K Sell
2,653
-39
-1% -$3.46K 0.01% 1129
2024
Q4 		$235K Buy
2,692
+180
+7% +$17.6K 0.01% 1052
2024
Q3 		$229K Buy
2,512
+420
+20% +$35K 0.01% 1025
2024
Q2 		$155K Buy
2,092
+392
+23% +$28K 0.01% 1158
2024
Q1 		$112K Hold
1,700
– – ﹤0.01% 1243
2023
Q4 		$87K Hold
1,700
– – ﹤0.01% 1306
2023
Q3 		$65K Buy
1,700
+192
+13% +$6.71K ﹤0.01% 1449
2023
Q2 		$46.2K Buy
1,508
+1,451
+2,546% +$46.7K ﹤0.01% 1643
2023
Q1 		$1.79K Sell
57
-1,196
-95% -$49.1K ﹤0.01% 2929
2022
Q4 		$42K Sell
1,253
-1,535
-55% -$53.3K ﹤0.01% 2357
2022
Q3 		$92K Hold
2,788
– – ﹤0.01% 1911
2022
Q2 		$92K Hold
2,788
– – ﹤0.01% 1739
2022
Q1 		$92K Buy
+2,788
New +$116K ﹤0.01% 1739

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

IFP Advisors's JXN Position: Q2 2026 in Review

IFP Advisors increased its Jackson Financial (JXN) stake by 1% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,935 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

IFP Advisors first reported a position in JXN in Q1 2022 and has held it in 18 quarters since. The position peaked at $244K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • IFP Advisors held 1,935 shares of Jackson Financial worth $198K as of Q2 2026.
  • IFP Advisors bought 20 Jackson Financial shares in Q2 2026, an estimated $2.17K.
  • Jackson Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1520 holding.
  • IFP Advisors first reported a position in Jackson Financial in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's Jackson Financial position peaked at $244K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.