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Merit Financial Group’s Jackson Financial JXN Stock Holding History

Merit Financial 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 		$573K Buy
5,599
+207
+4% +$22.4K ﹤0.01% 1427
2026
Q1 		$570K Buy
5,392
+261
+5% +$29.2K ﹤0.01% 1305
2025
Q4 		$547K Buy
5,131
+734
+17% +$73K ﹤0.01% 1265
2025
Q3 		$445K Buy
4,397
+699
+19% +$65.3K ﹤0.01% 1250
2025
Q2 		$328K Buy
+3,698
New +$300K ﹤0.01% 1292

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

Merit Financial Group's JXN Position: Q2 2026 in Review

Merit Financial Group increased its Jackson Financial (JXN) stake by 3.8% in Q2 2026, buying an estimated $22.4K and bringing the position to 5,599 shares worth $573K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Merit Financial Group first reported a position in JXN in Q2 2025 and has held it in 5 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Merit Financial Group held 5,599 shares of Jackson Financial worth $573K as of Q2 2026.
  • Merit Financial Group bought 207 Jackson Financial shares in Q2 2026, an estimated $22.4K.
  • Jackson Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1427 holding.
  • Merit Financial Group first reported a position in Jackson Financial in Q2 2025 and has held it in 5 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.