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Independent Advisor Alliance’s Jackson Financial JXN Stock Holding History

Independent Advisor Alliance’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 		$1.55M Sell
15,103
-701
-4% -$76K 0.04% 337
2026
Q1 		$1.67M Sell
15,804
-1,046
-6% -$117K 0.02% 617
2025
Q4 		$1.8M Sell
16,850
-4,134
-20% -$411K 0.04% 331
2025
Q3 		$2.12M Sell
20,984
-603
-3% -$56.3K 0.06% 281
2025
Q2 		$1.92M Buy
21,587
+9,323
+76% +$755K 0.06% 288
2025
Q1 		$1.03M Buy
12,264
+525
+4% +$46.6K 0.03% 372
2024
Q4 		$1.02M Buy
11,739
+309
+3% +$30.2K 0.01% 723
2024
Q3 		$1.04M Buy
11,430
+993
+10% +$82.8K 0.04% 326
2024
Q2 		$775K Sell
10,437
-390
-4% -$27.9K 0.03% 375
2024
Q1 		$716K Buy
10,827
+1,823
+20% +$99K 0.03% 379
2023
Q4 		$461K Sell
9,004
-5,393
-37% -$237K 0.02% 456
2023
Q3 		$550K Buy
+14,397
New +$503K 0.02% 394
2023
Q2 		– Sell
-9,505
Closed -$356K – 688
2023
Q1 		$356K Sell
9,505
-17,974
-65% -$738K 0.02% 482
2022
Q4 		$956 Sell
27,479
-8,375
-23% -$291K ﹤0.01% 303
2022
Q3 		$995K Buy
35,854
+6,855
+24% +$203K 0.06% 265
2022
Q2 		$776K Buy
+28,999
New +$1.06M 0.04% 310

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

Independent Advisor Alliance's JXN Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Jackson Financial (JXN) stake by 4.4% in Q2 2026, selling an estimated $76K and leaving 15,103 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #337.

Independent Advisor Alliance first reported a position in JXN in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.12M in Q3 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Independent Advisor Alliance held 15,103 shares of Jackson Financial worth $1.55M as of Q2 2026.
  • Independent Advisor Alliance sold 701 Jackson Financial shares in Q2 2026, an estimated $76K.
  • Jackson Financial made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #337 holding.
  • Independent Advisor Alliance first reported a position in Jackson Financial in Q2 2022 and has held it in 16 quarters since.
  • Independent Advisor Alliance's Jackson Financial position peaked at $2.12M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.