LRI Investments’s Jackson Financial JXN Stock Holding History

LRI Investments’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	$717	Buy	7 +6	+600%	+$650	﹤0.01%	1452
2026 Q1	$106	Hold	1	–	–	﹤0.01%	1403
2025 Q4	$107	Hold	1	–	–	﹤0.01%	1343
2025 Q3	$101	Hold	1	–	–	﹤0.01%	1295
2025 Q2	$89	Hold	1	–	–	﹤0.01%	1254
2025 Q1	$84	Sell	1 -69	-99%	-$6.13K	﹤0.01%	1199
2024 Q4	$6.1K	Sell	70 -56	-44%	-$5.47K	﹤0.01%	884
2024 Q3	$12.7K	Buy	+126	New	+$10.5K	﹤0.01%	734

Other funds holding JXN

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAS

Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's JXN Position: Q2 2026 in Review

LRI Investments increased its Jackson Financial (JXN) stake by 600% in Q2 2026, buying an estimated $650 and bringing the position to 7 shares worth $717. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

LRI Investments first reported a position in JXN in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.7K in Q3 2024. 155 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

LRI Investments held 7 shares of Jackson Financial worth $717 as of Q2 2026.
LRI Investments bought 6 Jackson Financial shares in Q2 2026, an estimated $650.
Jackson Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1452 holding.
LRI Investments first reported a position in Jackson Financial in Q3 2024 and has held it in 8 quarters since.
LRI Investments's Jackson Financial position peaked at $12.7K in Q3 2024.
155 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.