KWM
JXN icon

Kingsview Wealth Management’s Jackson Financial JXN Stock Holding History

Kingsview Wealth 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 		– Sell
-30,415
Closed -$3.22M – 1479
2026
Q1 		$3.22M Sell
30,415
-929
-3% -$104K 0.04% 400
2025
Q4 		$3.34M Sell
31,344
-1,974
-6% -$196K 0.05% 365
2025
Q3 		$3.37M Buy
+33,318
New +$3.11M 0.05% 348

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

Kingsview Wealth Management's JXN Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 30,415 shares — an estimated $3.22M sold.

Kingsview Wealth Management first reported a position in JXN in Q3 2025 and held it in 3 quarters. The position peaked at $3.37M in Q3 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Kingsview Wealth Management reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 30,415 Jackson Financial shares in Q2 2026, an estimated $3.22M.
  • Kingsview Wealth Management first reported a position in Jackson Financial in Q3 2025 and held it in 3 quarters.
  • Kingsview Wealth Management's Jackson Financial position peaked at $3.37M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.