JO
JXN icon

John Overdeck’s Jackson Financial JXN Stock Holding History

John Overdeck’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 		$29.4M Buy
287,598
+90,658
+46% +$9.82M 0.02% 817
2026
Q1 		$20.8M Sell
196,940
-153,907
-44% -$17.2M 0.02% 922
2025
Q4 		$37.4M Buy
350,847
+118,223
+51% +$11.8M 0.05% 444
2025
Q3 		$23.5M Buy
232,624
+114,954
+98% +$10.7M 0.04% 582
2025
Q2 		$10.4M Buy
117,670
+83,291
+242% +$6.75M 0.02% 802
2025
Q1 		$2.88M Buy
+34,379
New +$3.05M 0.01% 1496
2024
Q3 		– Sell
-3,358
Closed -$249K – 3234
2024
Q2 		$249K Sell
3,358
-8,607
-72% -$615K ﹤0.01% 2665
2024
Q1 		$791K Sell
11,965
-86,653
-88% -$4.71M ﹤0.01% 2096
2023
Q4 		$5.05M Sell
98,618
-363,755
-79% -$16M 0.01% 983
2023
Q3 		$17.7M Sell
462,373
-464,075
-50% -$16.2M 0.05% 422
2023
Q2 		$28.4M Buy
926,448
+79,266
+9% +$2.55M 0.07% 331
2023
Q1 		$31.7M Buy
847,182
+137,211
+19% +$5.63M 0.09% 263
2022
Q4 		$24.7M Sell
709,971
-228,581
-24% -$7.94M 0.08% 293
2022
Q3 		$26M Buy
938,552
+332,881
+55% +$9.83M 0.09% 272
2022
Q2 		$16.2M Sell
605,671
-361,649
-37% -$13.2M 0.05% 376
2022
Q1 		$42.8M Sell
967,320
-285,999
-23% -$11.9M 0.13% 205
2021
Q4 		$52.4M Buy
+1,253,319
New +$41.1M 0.11% 212

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

John Overdeck's JXN Position: Q2 2026 in Review

John Overdeck increased its Jackson Financial (JXN) stake by 46% in Q2 2026, buying an estimated $9.82M and bringing the position to 287,598 shares worth $29.4M. The position accounts for 0.02% of the portfolio, ranked #817.

John Overdeck first reported a position in JXN in Q4 2021 and has held it in 17 quarters since. The position peaked at $52.4M in Q4 2021. 503 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • John Overdeck held 287,598 shares of Jackson Financial worth $29.4M as of Q2 2026.
  • John Overdeck bought 90,658 Jackson Financial shares in Q2 2026, an estimated $9.82M.
  • Jackson Financial made up 0.02% of John Overdeck's portfolio in Q2 2026, its #817 holding.
  • John Overdeck first reported a position in Jackson Financial in Q4 2021 and has held it in 17 quarters since.
  • John Overdeck's Jackson Financial position peaked at $52.4M in Q4 2021.
  • 503 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.