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 		$543K Hold
5,300
– – ﹤0.01% 4955
2026
Q1 		$560K Sell
5,300
-500
-9% -$55.9K ﹤0.01% 4660
2025
Q4 		$619K Buy
5,800
+1,700
+41% +$169K ﹤0.01% 4527
2025
Q3 		$415K Sell
4,100
-2,500
-38% -$234K ﹤0.01% 4782
2025
Q2 		$586K Sell
6,600
-1,000
-13% -$81K ﹤0.01% 4248
2025
Q1 		$637K Buy
7,600
+300
+4% +$26.6K ﹤0.01% 3940
2024
Q4 		$636K Sell
7,300
-100
-1% -$9.77K ﹤0.01% 3883
2024
Q3 		$675K Sell
7,400
-200
-3% -$16.7K ﹤0.01% 3744
2024
Q2 		$564K Buy
7,600
+7,513
+8,636% +$537K ﹤0.01% 3766
2024
Q1 		$575K Sell
87
-16,513
-99% -$897K ﹤0.01% 3654
2023
Q4 		$850K Buy
16,600
+6,400
+63% +$282K ﹤0.01% 3181
2023
Q3 		$390K Buy
+10,200
New +$356K ﹤0.01% 3686

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.