InceptionR’s Jackson Financial JXN Stock Holding History

InceptionR’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	–	Sell	-3,493	Closed	-$369K	–	785
2026 Q1	$369K	Buy	+3,493	New	+$391K	0.09%	415
2025 Q4	–	Sell	-4,669	Closed	-$473K	–	738
2025 Q3	$473K	Sell	4,669 -756	-14%	-$70.6K	0.11%	333
2025 Q2	$482K	Buy	+5,425	New	+$439K	0.11%	331

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

InceptionR's JXN Position: Q2 2026 in Review

InceptionR sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 3,493 shares — an estimated $369K sold.

InceptionR first reported a position in JXN in Q2 2025 and held it in 3 quarters. The position peaked at $482K in Q2 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

InceptionR reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
InceptionR sold 3,493 Jackson Financial shares in Q2 2026, an estimated $369K.
InceptionR first reported a position in Jackson Financial in Q2 2025 and held it in 3 quarters.
InceptionR's Jackson Financial position peaked at $482K in Q2 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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