Jacobs Levy Equity Management
JXN icon

Jacobs Levy Equity Management’s Jackson Financial JXN Stock Holding History

Jacobs Levy Equity Management’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 		$47.6M Sell
465,318
-6,687
-1% -$725K 0.17% 132
2026
Q1 		$49.9M Sell
472,005
-105,360
-18% -$11.8M 0.21% 116
2025
Q4 		$61.6M Sell
577,365
-746
-0.1% -$74.2K 0.24% 101
2025
Q3 		$58.5M Buy
578,111
+39,883
+7% +$3.73M 0.23% 97
2025
Q2 		$47.8M Sell
538,228
-98,316
-15% -$7.96M 0.19% 118
2025
Q1 		$53.3M Sell
636,544
-446,430
-41% -$39.6M 0.21% 111
2024
Q4 		$94.3M Buy
1,082,974
+4,987
+0.5% +$487K 0.33% 74
2024
Q3 		$98.3M Sell
1,077,987
-79,484
-7% -$6.63M 0.38% 67
2024
Q2 		$86M Buy
1,157,471
+51,408
+5% +$3.67M 0.36% 65
2024
Q1 		$73.2M Buy
1,106,063
+66,534
+6% +$3.61M 0.33% 78
2023
Q4 		$53.2M Sell
1,039,529
-183,341
-15% -$8.07M 0.27% 88
2023
Q3 		$46.7M Sell
1,222,870
-50,794
-4% -$1.77M 0.28% 81
2023
Q2 		$39M Sell
1,273,664
-127,321
-9% -$4.1M 0.22% 116
2023
Q1 		$52.4M Sell
1,400,985
-42,784
-3% -$1.76M 0.32% 76
2022
Q4 		$50.2M Sell
1,443,769
-5,971
-0.4% -$207K 0.34% 82
2022
Q3 		$40.2M Buy
1,449,740
+107,977
+8% +$3.19M 0.32% 91
2022
Q2 		$35.9M Buy
+1,341,763
New +$48.9M 0.28% 95

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

Jacobs Levy Equity Management's JXN Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Jackson Financial (JXN) stake by 1.4% in Q2 2026, selling an estimated $725K and leaving 465,318 shares worth $47.6M. The position accounts for 0.17% of the portfolio, ranked #132.

Jacobs Levy Equity Management first reported a position in JXN in Q2 2022 and has held it in 17 quarters since. The position peaked at $98.3M in Q3 2024. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Jacobs Levy Equity Management held 465,318 shares of Jackson Financial worth $47.6M as of Q2 2026.
  • Jacobs Levy Equity Management sold 6,687 Jackson Financial shares in Q2 2026, an estimated $725K.
  • Jackson Financial made up 0.17% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #132 holding.
  • Jacobs Levy Equity Management first reported a position in Jackson Financial in Q2 2022 and has held it in 17 quarters since.
  • Jacobs Levy Equity Management's Jackson Financial position peaked at $98.3M in Q3 2024.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.