KCM
JXN icon

Kennedy Capital Management’s Jackson Financial JXN Stock Holding History

Kennedy Capital Management’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 		$19M Sell
185,657
-3,878
-2% -$420K 0.34% 82
2026
Q1 		$20M Buy
189,535
+10,145
+6% +$1.13M 0.42% 61
2025
Q4 		$19.1M Buy
179,390
+23,248
+15% +$2.31M 0.41% 71
2025
Q3 		$15.8M Buy
+156,142
New +$14.6M 0.35% 78

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

Kennedy Capital Management's JXN Position: Q2 2026 in Review

Kennedy Capital Management reduced its Jackson Financial (JXN) stake by 2% in Q2 2026, selling an estimated $420K and leaving 185,657 shares worth $19M. The position accounts for 0.34% of the portfolio, ranked #82.

Kennedy Capital Management first reported a position in JXN in Q3 2025 and has held it in 4 quarters since. The position peaked at $20M in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Kennedy Capital Management held 185,657 shares of Jackson Financial worth $19M as of Q2 2026.
  • Kennedy Capital Management sold 3,878 Jackson Financial shares in Q2 2026, an estimated $420K.
  • Jackson Financial made up 0.34% of Kennedy Capital Management's portfolio in Q2 2026, its #82 holding.
  • Kennedy Capital Management first reported a position in Jackson Financial in Q3 2025 and has held it in 4 quarters since.
  • Kennedy Capital Management's Jackson Financial position peaked at $20M in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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