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Legacy Wealth Management (Idaho)’s Jackson Financial JXN Stock Holding History

Legacy Wealth Management (Idaho)’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
-180
Closed -$19K – 593
2026
Q1 		$19K Hold
180
– – 0.01% 391
2025
Q4 		$19.2K Buy
180
+92
+105% +$9.15K 0.01% 330
2025
Q3 		$8.91K Hold
88
– – ﹤0.01% 361
2025
Q2 		$7.81K Sell
88
-25
-22% -$2.02K ﹤0.01% 347
2025
Q1 		$9.47K Hold
113
– – 0.01% 336
2024
Q4 		$10.5K Buy
113
+25
+28% +$2.44K 0.01% 283
2024
Q3 		$9.52K Buy
+88
New +$7.34K 0.01% 320

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s JXN Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 180 shares — an estimated $19K sold.

Legacy Wealth Management (Idaho) first reported a position in JXN in Q3 2024 and held it in 7 quarters. The position peaked at $19.2K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 180 Jackson Financial shares in Q2 2026, an estimated $19K.
  • Legacy Wealth Management (Idaho) first reported a position in Jackson Financial in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Jackson Financial position peaked at $19.2K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.