Janney Montgomery Scott
JXN icon

Janney Montgomery Scott’s Jackson Financial JXN Stock Holding History

Janney Montgomery Scott’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 		$5.53M Sell
54,023
-887
-2% -$96.1K 0.01% 924
2026
Q1 		$5.8M Sell
54,910
-2,707
-5% -$303K 0.01% 784
2025
Q4 		$6.14M Buy
57,617
+2,399
+4% +$239K 0.01% 797
2025
Q3 		$5.59M Buy
55,218
+771
+1% +$72K 0.01% 843
2025
Q2 		$4.83M Buy
54,447
+1,014
+2% +$82.1K 0.01% 824
2025
Q1 		$4.48M Buy
53,433
+2,726
+5% +$242K 0.01% 820
2024
Q4 		$4.42M Buy
50,707
+168
+0.3% +$16.4K 0.01% 825
2024
Q3 		$4.61M Buy
50,539
+2,040
+4% +$170K 0.01% 793
2024
Q2 		$3.6M Buy
48,499
+5,651
+13% +$404K 0.01% 841
2024
Q1 		$2.83M Buy
42,848
+8,204
+24% +$445K 0.01% 1001
2023
Q4 		$1.77M Sell
34,644
-17,449
-33% -$768K 0.01% 1155
2023
Q3 		$1.99M Sell
52,093
-81
-0.2% -$2.83K 0.01% 1026
2023
Q2 		$1.6M Buy
52,174
+11,778
+29% +$379K 0.01% 1184
2023
Q1 		$1.51M Buy
40,396
+4,924
+14% +$202K 0.01% 1107
2022
Q4 		$1.23M Buy
35,472
+18,563
+110% +$645K ﹤0.01% 1260
2022
Q3 		$469K Buy
16,909
+4,478
+36% +$132K ﹤0.01% 1744
2022
Q2 		$340K Buy
+12,431
New +$453K ﹤0.01% 1841
2022
Q1 		– Sell
-21,828
Closed -$913K – 2340
2021
Q4 		$913K Buy
+21,828
New +$715K ﹤0.01% 1387

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

Janney Montgomery Scott's JXN Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Jackson Financial (JXN) stake by 1.6% in Q2 2026, selling an estimated $96.1K and leaving 54,023 shares worth $5.53M. The position accounts for 0.01% of the portfolio, ranked #924.

Janney Montgomery Scott first reported a position in JXN in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.14M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Janney Montgomery Scott held 54,023 shares of Jackson Financial worth $5.53M as of Q2 2026.
  • Janney Montgomery Scott sold 887 Jackson Financial shares in Q2 2026, an estimated $96.1K.
  • Jackson Financial made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #924 holding.
  • Janney Montgomery Scott first reported a position in Jackson Financial in Q4 2021 and has held it in 18 quarters since.
  • Janney Montgomery Scott's Jackson Financial position peaked at $6.14M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.