LI
JXN icon

LVZ Inc’s Jackson Financial JXN Stock Holding History

LVZ Inc’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 		$693K Buy
6,770
+43
+0.6% +$4.66K 0.07% 88
2026
Q1 		$711K Buy
6,727
+161
+2% +$18K 0.08% 74
2025
Q4 		$700K Buy
6,566
+609
+10% +$60.6K 0.08% 79
2025
Q3 		$603K Buy
5,957
+1,238
+26% +$116K 0.07% 81
2025
Q2 		$419K Buy
4,719
+11
+0.2% +$891 0.05% 97
2025
Q1 		$394K Buy
4,708
+746
+19% +$66.2K 0.05% 96
2024
Q4 		$345K Buy
3,962
+842
+27% +$82.2K 0.04% 105
2024
Q3 		$285K Buy
+3,120
New +$260K 0.04% 118

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

LVZ Inc's JXN Position: Q2 2026 in Review

LVZ Inc increased its Jackson Financial (JXN) stake by 0.64% in Q2 2026, buying an estimated $4.66K and bringing the position to 6,770 shares worth $693K. The position accounts for 0.07% of the portfolio, ranked #88.

LVZ Inc first reported a position in JXN in Q3 2024 and has held it in 8 quarters since. The position peaked at $711K in Q1 2026. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • LVZ Inc held 6,770 shares of Jackson Financial worth $693K as of Q2 2026.
  • LVZ Inc bought 43 Jackson Financial shares in Q2 2026, an estimated $4.66K.
  • Jackson Financial made up 0.07% of LVZ Inc's portfolio in Q2 2026, its #88 holding.
  • LVZ Inc first reported a position in Jackson Financial in Q3 2024 and has held it in 8 quarters since.
  • LVZ Inc's Jackson Financial position peaked at $711K in Q1 2026.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.