Jones Financial Companies’s Jackson Financial JXN Stock Holding History

Jones Financial Companies’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	$227K	Sell	2,124 -254	-11%	-$27.5K	﹤0.01%	2523
2026 Q1	$241K	Buy	2,378 +251	+12%	+$28.1K	﹤0.01%	2325
2025 Q4	$227K	Sell	2,127 -53	-2%	-$5.27K	﹤0.01%	1849
2025 Q3	$226K	Sell	2,180 -27	-1%	-$2.52K	﹤0.01%	1736
2025 Q2	$198K	Sell	2,207 -928	-30%	-$75.2K	﹤0.01%	1667
2025 Q1	$261K	Sell	3,135 -760	-20%	-$67.5K	﹤0.01%	1382
2024 Q4	$339K	Sell	3,895 -127	-3%	-$12.4K	﹤0.01%	1145
2024 Q3	$367K	Buy	4,022 +1,961	+95%	+$164K	﹤0.01%	934
2024 Q2	$153K	Buy	+2,061	New	+$147K	﹤0.01%	910
2022 Q1	–	Sell	-2	Closed	–	–	771
2021 Q4	$0	Buy	+2	New	+$66	﹤0.01%	764

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 $3.38T AUM 44.17% 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

Jones Financial Companies's JXN Position: Q2 2026 in Review

Jones Financial Companies reduced its Jackson Financial (JXN) stake by 11% in Q2 2026, selling an estimated $27.5K and leaving 2,124 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Jones Financial Companies first reported a position in JXN in Q4 2021 and has held it in 10 quarters since. The position peaked at $367K in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Jones Financial Companies held 2,124 shares of Jackson Financial worth $227K as of Q2 2026.
Jones Financial Companies sold 254 Jackson Financial shares in Q2 2026, an estimated $27.5K.
Jackson Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2523 holding.
Jones Financial Companies first reported a position in Jackson Financial in Q4 2021 and has held it in 10 quarters since.
Jones Financial Companies's Jackson Financial position peaked at $367K in Q3 2024.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.