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Independent Financial Group’s Jackson Financial JXN Stock Holding History

Independent Financial Group’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
-1,924
Closed -$203K – 1595
2026
Q1 		$203K Sell
1,924
-240
-11% -$26.8K ﹤0.01% 1374
2025
Q4 		$231K Buy
+2,164
New +$215K 0.01% 1273
2023
Q4 		– Sell
-13,037
Closed -$498K – 986
2023
Q3 		$498K Buy
+13,037
New +$456K 0.03% 491

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 Financial Group's JXN Position: Q2 2026 in Review

Independent Financial Group sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 1,924 shares — an estimated $203K sold.

Independent Financial Group first reported a position in JXN in Q3 2023 and held it in 3 quarters. The position peaked at $498K in Q3 2023. 503 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Independent Financial Group reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 1,924 Jackson Financial shares in Q2 2026, an estimated $203K.
  • Independent Financial Group first reported a position in Jackson Financial in Q3 2023 and held it in 3 quarters.
  • Independent Financial Group's Jackson Financial position peaked at $498K in Q3 2023.
  • 503 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.