Invesco
JXN icon

Invesco’s Jackson Financial JXN Stock Holding History

Invesco’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 		$29.1M Sell
284,626
-39,226
-12% -$4.25M ﹤0.01% 1322
2026
Q1 		$34.2M Buy
323,852
+37,187
+13% +$4.16M ﹤0.01% 1219
2025
Q4 		$30.6M Sell
286,665
-37,789
-12% -$3.76M ﹤0.01% 1265
2025
Q3 		$32.8M Sell
324,454
-395,121
-55% -$36.9M 0.01% 1236
2025
Q2 		$63.9M Buy
719,575
+126,264
+21% +$10.2M 0.01% 963
2025
Q1 		$49.7M Sell
593,311
-152,014
-20% -$13.5M 0.01% 1035
2024
Q4 		$64.9M Sell
745,325
-217,576
-23% -$21.2M 0.01% 948
2024
Q3 		$87.8M Buy
962,901
+413,374
+75% +$34.5M 0.02% 843
2024
Q2 		$40.8M Sell
549,527
-60,516
-10% -$4.32M 0.01% 1097
2024
Q1 		$40.3M Buy
610,043
+36,609
+6% +$1.99M 0.01% 1132
2023
Q4 		$29.4M Buy
573,434
+136,300
+31% +$6M 0.01% 1231
2023
Q3 		$16.7M Buy
437,134
+47,365
+12% +$1.65M ﹤0.01% 1437
2023
Q2 		$11.9M Buy
389,769
+169,898
+77% +$5.47M ﹤0.01% 1683
2023
Q1 		$8.23M Sell
219,871
-23,752
-10% -$975K ﹤0.01% 1947
2022
Q4 		$8.48M Buy
243,623
+131,886
+118% +$4.58M ﹤0.01% 1958
2022
Q3 		$3.1M Sell
111,737
-1,420
-1% -$42K ﹤0.01% 2451
2022
Q2 		$3.03M Buy
113,157
+55,556
+96% +$2.03M ﹤0.01% 2523
2022
Q1 		$2.55M Buy
+57,601
New +$2.4M ﹤0.01% 2688
2021
Q4 		– Sell
-35,612
Closed -$925K – 4071
2021
Q3 		$925K Buy
+35,612
New +$969K ﹤0.01% 3138

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

Invesco's JXN Position: Q2 2026 in Review

Invesco reduced its Jackson Financial (JXN) stake by 12% in Q2 2026, selling an estimated $4.25M and leaving 284,626 shares worth $29.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Invesco first reported a position in JXN in Q3 2021 and has held it in 19 quarters since. The position peaked at $87.8M in Q3 2024. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Invesco held 284,626 shares of Jackson Financial worth $29.1M as of Q2 2026.
  • Invesco sold 39,226 Jackson Financial shares in Q2 2026, an estimated $4.25M.
  • Jackson Financial made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #1322 holding.
  • Invesco first reported a position in Jackson Financial in Q3 2021 and has held it in 19 quarters since.
  • Invesco's Jackson Financial position peaked at $87.8M in Q3 2024.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.