LSV Asset Management
JXN icon

LSV Asset Management’s Jackson Financial JXN Stock Holding History

LSV Asset 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 		$117M Buy
1,141,755
+81,914
+8% +$8.87M 0.21% 142
2026
Q1 		$112M Buy
1,059,841
+162,902
+18% +$18.2M 0.24% 133
2025
Q4 		$95.7M Buy
896,939
+49,141
+6% +$4.89M 0.21% 146
2025
Q3 		$85.8M Buy
847,798
+11,560
+1% +$1.08M 0.19% 156
2025
Q2 		$74.3M Buy
836,238
+184,440
+28% +$14.9M 0.17% 164
2025
Q1 		$54.6M Buy
651,798
+65,239
+11% +$5.79M 0.13% 187
2024
Q4 		$51.1M Buy
586,559
+60,459
+11% +$5.9M 0.12% 200
2024
Q3 		$48M Buy
526,100
+86,761
+20% +$7.24M 0.1% 217
2024
Q2 		$32.6M Buy
439,339
+422,175
+2,460% +$30.2M 0.07% 263
2024
Q1 		$1.14M Buy
17,164
+15,264
+803% +$829K ﹤0.01% 668
2023
Q4 		$97K Buy
+1,900
New +$83.6K ﹤0.01% 841

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
FTIA
Four Tree Island Advisory Portsmouth, New Hampshire $303M AUM 128.02% 1-Year Est. Return

LSV Asset Management's JXN Position: Q2 2026 in Review

LSV Asset Management increased its Jackson Financial (JXN) stake by 7.7% in Q2 2026, buying an estimated $8.87M and bringing the position to 1,141,755 shares worth $117M. The position accounts for 0.21% of the portfolio, ranked #142.

LSV Asset Management first reported a position in JXN in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • LSV Asset Management held 1,141,755 shares of Jackson Financial worth $117M as of Q2 2026.
  • LSV Asset Management bought 81,914 Jackson Financial shares in Q2 2026, an estimated $8.87M.
  • Jackson Financial made up 0.21% of LSV Asset Management's portfolio in Q2 2026, its #142 holding.
  • LSV Asset Management first reported a position in Jackson Financial in Q4 2023 and has held it in 11 quarters since.
  • 256 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.