Joel Greenblatt’s Jackson Financial JXN Stock Holding History

Joel Greenblatt’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	$368K	Hold	3,594	–	–	﹤0.01%	1589
2026 Q1	$380K	Sell	3,594 -2	-0.1%	-$224	﹤0.01%	1551
2025 Q4	$384K	Hold	3,596	–	–	﹤0.01%	1503
2025 Q3	$364K	Hold	3,596	–	–	﹤0.01%	1468
2025 Q2	$319K	Buy	3,596 +2	+0.1%	+$162	﹤0.01%	1443
2025 Q1	$301K	Hold	3,594	–	–	﹤0.01%	1361
2024 Q4	$313K	Hold	3,594	–	–	﹤0.01%	1249
2024 Q3	$328K	Hold	3,594	–	–	﹤0.01%	1202
2024 Q2	$267K	Hold	3,594	–	–	﹤0.01%	1262
2024 Q1	$238K	Buy	+3,594	New	+$195K	﹤0.01%	1252
2023 Q2	–	Sell	-16,970	Closed	-$635K	–	1364
2023 Q1	$635K	Buy	16,970 +5,784	+52%	+$237K	0.02%	877
2022 Q4	$389K	Buy	+11,186	New	+$389K	0.01%	968
2022 Q2	–	Sell	-5,668	Closed	-$251K	–	1192
2022 Q1	$251K	Buy	5,668 +392	+7%	+$16.3K	0.01%	1003
2021 Q4	$221K	Buy	+5,276	New	+$173K	0.01%	1047

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Joel Greenblatt's JXN Position: Q2 2026 in Review

Joel Greenblatt held its Jackson Financial (JXN) position steady in Q2 2026 at 3,594 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Joel Greenblatt first reported a position in JXN in Q4 2021 and has held it in 14 quarters since. The position peaked at $635K in Q1 2023. 503 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Joel Greenblatt held 3,594 shares of Jackson Financial worth $368K as of Q2 2026.
Joel Greenblatt left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1589 holding.
Joel Greenblatt first reported a position in Jackson Financial in Q4 2021 and has held it in 14 quarters since.
Joel Greenblatt's Jackson Financial position peaked at $635K in Q1 2023.
503 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.