JWA
JXN icon

JFS Wealth Advisors’s Jackson Financial JXN Stock Holding History

JFS Wealth Advisors’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 		$9.73K Buy
95
+9
+10% +$975 ﹤0.01% 1019
2026
Q1 		$9.09K Buy
86
+4
+5% +$447 ﹤0.01% 987
2025
Q4 		$8.75K Buy
82
+24
+41% +$2.39K ﹤0.01% 1033
2025
Q3 		$5.87K Hold
58
– – ﹤0.01% 1062
2025
Q2 		$5.15K Sell
58
-4
-6% -$324 ﹤0.01% 1073
2025
Q1 		$5.2K Sell
62
-4
-6% -$355 ﹤0.01% 1109
2024
Q4 		$5.75K Buy
66
+4
+6% +$391 ﹤0.01% 1075
2024
Q3 		$5.66K Buy
62
+7
+13% +$584 ﹤0.01% 1079
2024
Q2 		$4.08K Buy
55
+4
+8% +$286 ﹤0.01% 1147
2024
Q1 		$3.37K Hold
51
– – ﹤0.01% 1250
2023
Q4 		$2.61K Buy
51
+13
+34% +$572 ﹤0.01% 1316
2023
Q3 		$1.45K Buy
38
+14
+58% +$489 ﹤0.01% 1485
2023
Q2 		$735 Buy
24
+3
+14% +$97 ﹤0.01% 1687
2023
Q1 		$786 Buy
21
+10
+91% +$411 ﹤0.01% 1643
2022
Q4 		$383 Buy
11
+3
+38% +$104 ﹤0.01% 1773
2022
Q3 		$0 Buy
+8
New +$236 ﹤0.01% 1824

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

JFS Wealth Advisors's JXN Position: Q2 2026 in Review

JFS Wealth Advisors increased its Jackson Financial (JXN) stake by 10% in Q2 2026, buying an estimated $975 and bringing the position to 95 shares worth $9.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

JFS Wealth Advisors first reported a position in JXN in Q3 2022 and has held it in 16 quarters since. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • JFS Wealth Advisors held 95 shares of Jackson Financial worth $9.73K as of Q2 2026.
  • JFS Wealth Advisors bought 9 Jackson Financial shares in Q2 2026, an estimated $975.
  • Jackson Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1019 holding.
  • JFS Wealth Advisors first reported a position in Jackson Financial in Q3 2022 and has held it in 16 quarters since.
  • 504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.