LWM
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Lifetime Wealth Management’s Jackson Financial JXN Stock Holding History

Lifetime 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 		$261K Hold
2,544
– – 0.15% 76
2026
Q1 		$269K Sell
2,544
-16,456
-87% -$1.84M 0.15% 75
2025
Q4 		$2.03M Buy
+19,000
New +$1.89M 1.27% 23

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

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

Lifetime Wealth Management held its Jackson Financial (JXN) position steady in Q2 2026 at 2,544 shares worth $261K. The position accounts for 0.15% of the portfolio, ranked #76.

Lifetime Wealth Management first reported a position in JXN in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Lifetime Wealth Management held 2,544 shares of Jackson Financial worth $261K as of Q2 2026.
  • Lifetime Wealth Management left its Jackson Financial share count unchanged in Q2 2026.
  • Jackson Financial made up 0.15% of Lifetime Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Lifetime Wealth Management first reported a position in Jackson Financial in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's Jackson Financial position peaked at $2.03M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.