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JXN icon

Integrated Wealth Concepts’s Jackson Financial JXN Stock Holding History

Integrated Wealth Concepts’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 		$484K Sell
4,725
-463
-9% -$50.2K ﹤0.01% 1667
2026
Q1 		$548K Buy
5,188
+597
+13% +$66.8K ﹤0.01% 1480
2025
Q4 		$490K Sell
4,591
-242
-5% -$24.1K 0.01% 1105
2025
Q3 		$489K Buy
4,833
+128
+3% +$12K ﹤0.01% 1354
2025
Q2 		$418K Sell
4,705
-766
-14% -$62.1K ﹤0.01% 1372
2025
Q1 		$458K Buy
5,471
+1,363
+33% +$121K 0.01% 1181
2024
Q4 		$358K Buy
4,108
+97
+2% +$9.47K ﹤0.01% 1277
2024
Q3 		$366K Sell
4,011
-457
-10% -$38.1K ﹤0.01% 1226
2024
Q2 		$332K Sell
4,468
-638
-12% -$45.6K ﹤0.01% 1261
2024
Q1 		$338K Sell
5,106
-694
-12% -$37.7K ﹤0.01% 1253
2023
Q4 		$297K Sell
5,800
-200
-3% -$8.8K ﹤0.01% 1275
2023
Q3 		$229K Buy
+6,000
New +$210K ﹤0.01% 1352
2023
Q2 		– Sell
-26,136
Closed -$978K – 1584
2023
Q1 		$978K Buy
+26,136
New +$1.07M 0.02% 629

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

Integrated Wealth Concepts's JXN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Jackson Financial (JXN) stake by 8.9% in Q2 2026, selling an estimated $50.2K and leaving 4,725 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Integrated Wealth Concepts first reported a position in JXN in Q1 2023 and has held it in 13 quarters since. The position peaked at $978K in Q1 2023. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Integrated Wealth Concepts held 4,725 shares of Jackson Financial worth $484K as of Q2 2026.
  • Integrated Wealth Concepts sold 463 Jackson Financial shares in Q2 2026, an estimated $50.2K.
  • Jackson Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1667 holding.
  • Integrated Wealth Concepts first reported a position in Jackson Financial in Q1 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Jackson Financial position peaked at $978K in Q1 2023.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.