LPL Financial
JXN icon

LPL Financial’s Jackson Financial JXN Stock Holding History

LPL Financial’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 		$23.6M Buy
230,768
+28,274
+14% +$3.06M 0.01% 1471
2026
Q1 		$21.4M Sell
202,494
-17,246
-8% -$1.93M 0.01% 1425
2025
Q4 		$23.4M Buy
219,740
+715
+0.3% +$71.1K 0.01% 1298
2025
Q3 		$22.2M Buy
219,025
+9,627
+5% +$899K 0.01% 1303
2025
Q2 		$18.6M Buy
209,398
+23,496
+13% +$1.9M 0.01% 1312
2025
Q1 		$15.6M Buy
185,902
+908
+0.5% +$80.6K 0.01% 1317
2024
Q4 		$16.1M Buy
184,994
+9,123
+5% +$891K 0.01% 1215
2024
Q3 		$16M Buy
175,871
+9,803
+6% +$818K 0.01% 1163
2024
Q2 		$12.3M Sell
166,068
-10,153
-6% -$725K 0.01% 1239
2024
Q1 		$11.7M Buy
176,221
+12,695
+8% +$689K 0.01% 1237
2023
Q4 		$8.37M Sell
163,526
-57,544
-26% -$2.53M 0.01% 1355
2023
Q3 		$8.45M Sell
221,070
-77,710
-26% -$2.72M 0.01% 1266
2023
Q2 		$9.15M Buy
298,780
+125,749
+73% +$4.05M 0.01% 1189
2023
Q1 		$6.47M Buy
173,031
+60,929
+54% +$2.5M 0.01% 1355
2022
Q4 		$3.9M Buy
112,102
+4,704
+4% +$163K ﹤0.01% 1613
2022
Q3 		$2.98M Buy
107,398
+26,793
+33% +$792K ﹤0.01% 1717
2022
Q2 		$2.16M Buy
+80,605
New +$2.94M ﹤0.01% 1966
2022
Q1 		– Sell
-88,227
Closed -$3.69M – 4305
2021
Q4 		$3.69M Buy
+88,227
New +$2.89M ﹤0.01% 1652

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

LPL Financial's JXN Position: Q2 2026 in Review

LPL Financial increased its Jackson Financial (JXN) stake by 14% in Q2 2026, buying an estimated $3.06M and bringing the position to 230,768 shares worth $23.6M. The position accounts for 0.01% of the portfolio, ranked #1471.

LPL Financial first reported a position in JXN in Q4 2021 and has held it in 18 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • LPL Financial held 230,768 shares of Jackson Financial worth $23.6M as of Q2 2026.
  • LPL Financial bought 28,274 Jackson Financial shares in Q2 2026, an estimated $3.06M.
  • Jackson Financial made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1471 holding.
  • LPL Financial first reported a position in Jackson Financial in Q4 2021 and has held it in 18 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.