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Medallion Wealth Advisors’s Jackson Financial JXN Stock Holding History

Medallion Wealth Advisors’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 		$952K Buy
11,845
+11,490
+3,237% +$1.24M 0.3% 80
2026
Q1 		$37.5K Hold
355
– – 0.01% 529
2025
Q4 		$37.9K Hold
355
– – 0.01% 512
2025
Q3 		$35.9K Hold
355
– – 0.01% 521
2025
Q2 		$31.7K Hold
355
– – 0.01% 547
2025
Q1 		$30K Hold
355
– – 0.01% 516
2024
Q4 		$30.9K Buy
+355
New +$34.7K 0.02% 489

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

Medallion Wealth Advisors's JXN Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Jackson Financial (JXN) stake by 3,237% in Q2 2026, buying an estimated $1.24M and bringing the position to 11,845 shares worth $952K. The position accounts for 0.3% of the portfolio, ranked #80.

Medallion Wealth Advisors first reported a position in JXN in Q4 2024 and has held it in 7 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Medallion Wealth Advisors held 11,845 shares of Jackson Financial worth $952K as of Q2 2026.
  • Medallion Wealth Advisors bought 11,490 Jackson Financial shares in Q2 2026, an estimated $1.24M.
  • Jackson Financial made up 0.3% of Medallion Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Medallion Wealth Advisors first reported a position in Jackson Financial in Q4 2024 and has held it in 7 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.