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Measured Wealth Private Client Group’s Jackson Financial JXN Stock Holding History

Measured Wealth Private Client Group’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 		$330K Buy
3,222
+210
+7% +$22.8K 0.08% 143
2026
Q1 		$318K Buy
3,012
+667
+28% +$74.6K 0.09% 135
2025
Q4 		$250K Buy
+2,345
New +$233K 0.07% 161
2023
Q2 		– Sell
-15,537
Closed -$581K – 189
2023
Q1 		$581K Buy
+15,537
New +$638K 0.22% 64

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

Measured Wealth Private Client Group's JXN Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Jackson Financial (JXN) stake by 7% in Q2 2026, buying an estimated $22.8K and bringing the position to 3,222 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #143.

Measured Wealth Private Client Group first reported a position in JXN in Q1 2023 and has held it in 4 quarters since. The position peaked at $581K in Q1 2023. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Measured Wealth Private Client Group held 3,222 shares of Jackson Financial worth $330K as of Q2 2026.
  • Measured Wealth Private Client Group bought 210 Jackson Financial shares in Q2 2026, an estimated $22.8K.
  • Jackson Financial made up 0.08% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #143 holding.
  • Measured Wealth Private Client Group first reported a position in Jackson Financial in Q1 2023 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Jackson Financial position peaked at $581K in Q1 2023.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.