Matrix Trust Company’s Jackson Financial JXN Stock Holding History

Matrix Trust Company’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	–	Sell	-187	Closed	-$20K	–	142
2026 Q1	$20K	Buy	187 +2	+1%	+$224	﹤0.01%	124
2025 Q4	$20K	Sell	185 -3	-2%	-$298	﹤0.01%	153
2025 Q3	$19K	Buy	+188	New	+$17.6K	﹤0.01%	188
2025 Q2	–	Sell	-179	Closed	-$15K	–	268
2025 Q1	$15K	Buy	179 +13	+8%	+$1.15K	﹤0.01%	223
2024 Q4	$14K	Buy	166 +10	+6%	+$977	﹤0.01%	229
2024 Q3	$14K	Buy	156 +3	+2%	+$250	﹤0.01%	202
2024 Q2	$11K	Buy	+153	New	+$10.9K	﹤0.01%	151

Other funds holding JXN

WCM

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

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Matrix Trust Company's JXN Position: Q2 2026 in Review

Matrix Trust Company sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 187 shares — an estimated $20K sold.

Matrix Trust Company first reported a position in JXN in Q2 2024 and held it in 7 quarters. The position peaked at $20K in Q1 2026. 46 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Matrix Trust Company reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
Matrix Trust Company sold 187 Jackson Financial shares in Q2 2026, an estimated $20K.
Matrix Trust Company first reported a position in Jackson Financial in Q2 2024 and held it in 7 quarters.
Matrix Trust Company's Jackson Financial position peaked at $20K in Q1 2026.
46 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Matrix Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.