Morgan Stanley
JXN icon

Morgan Stanley’s Jackson Financial JXN Stock Holding History

Morgan Stanley’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 		$104M Buy
1,018,067
+318
+0% +$34.5K 0.01% 1527
2026
Q1 		$108M Sell
1,017,749
-178,656
-15% -$20M 0.01% 1377
2025
Q4 		$128M Buy
1,196,405
+67,796
+6% +$6.74M 0.01% 1241
2025
Q3 		$114M Sell
1,128,609
-96,341
-8% -$9M 0.01% 1299
2025
Q2 		$109M Sell
1,224,950
-124,274
-9% -$10.1M 0.01% 1256
2025
Q1 		$113M Sell
1,349,224
-142,552
-10% -$12.7M 0.01% 1166
2024
Q4 		$130M Sell
1,491,776
-124,821
-8% -$12.2M 0.01% 1075
2024
Q3 		$147M Buy
1,616,597
+151,144
+10% +$12.6M 0.01% 986
2024
Q2 		$109M Sell
1,465,453
-167,922
-10% -$12M 0.01% 1129
2024
Q1 		$108M Sell
1,633,375
-307,806
-16% -$16.7M 0.01% 1138
2023
Q4 		$99.4M Buy
1,941,181
+496,145
+34% +$21.8M 0.01% 1154
2023
Q3 		$55.2M Sell
1,445,036
-52,271
-3% -$1.83M 0.01% 1477
2023
Q2 		$45.8M Buy
1,497,307
+505,310
+51% +$16.3M ﹤0.01% 1659
2023
Q1 		$37.1M Buy
991,997
+159,429
+19% +$6.55M ﹤0.01% 1827
2022
Q4 		$29M Sell
832,568
-27,817
-3% -$966K ﹤0.01% 1978
2022
Q3 		$23.9M Buy
860,385
+107,777
+14% +$3.18M ﹤0.01% 2006
2022
Q2 		$20.1M Buy
752,608
+219,403
+41% +$8M ﹤0.01% 2290
2022
Q1 		$23.6M Buy
533,205
+171,058
+47% +$7.13M ﹤0.01% 1938
2021
Q4 		$15.1M Sell
362,147
-410,164
-53% -$13.4M ﹤0.01% 2473
2021
Q3 		$20.1M Buy
+772,311
New +$21M ﹤0.01% 2081

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

Morgan Stanley's JXN Position: Q2 2026 in Review

Morgan Stanley increased its Jackson Financial (JXN) stake by 0.03% in Q2 2026, buying an estimated $34.5K and bringing the position to 1,018,067 shares worth $104M. The position accounts for 0.01% of the portfolio, ranked #1527.

Morgan Stanley first reported a position in JXN in Q3 2021 and has held it in 20 quarters since. The position peaked at $147M in Q3 2024. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Morgan Stanley held 1,018,067 shares of Jackson Financial worth $104M as of Q2 2026.
  • Morgan Stanley bought 318 Jackson Financial shares in Q2 2026, an estimated $34.5K.
  • Jackson Financial made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1527 holding.
  • Morgan Stanley first reported a position in Jackson Financial in Q3 2021 and has held it in 20 quarters since.
  • Morgan Stanley's Jackson Financial position peaked at $147M in Q3 2024.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.