MorganRosel Wealth Management’s Jackson Financial JXN Stock Holding History

MorganRosel Wealth Management’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	$584K	Sell	5,708 -1,648	-22%	-$179K	0.2%	80
2026 Q1	$778K	Sell	7,356 -2,079	-22%	-$233K	0.31%	58
2025 Q4	$1.01M	Buy	9,435 +3,067	+48%	+$305K	0.25%	60
2025 Q3	$645K	Sell	6,368 -893	-12%	-$83.4K	0.17%	84
2025 Q2	$645K	Sell	7,261 -7,919	-52%	-$641K	0.18%	78
2025 Q1	$1.27M	Sell	15,180 -154	-1%	-$13.7K	0.39%	46
2024 Q4	$1.34M	Sell	15,334 -1,449	-9%	-$142K	0.44%	42
2024 Q3	$1.53M	Buy	+16,783	New	+$1.4M	0.5%	34

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MorganRosel Wealth Management's JXN Position: Q2 2026 in Review

MorganRosel Wealth Management reduced its Jackson Financial (JXN) stake by 22% in Q2 2026, selling an estimated $179K and leaving 5,708 shares worth $584K. The position accounts for 0.2% of the portfolio, ranked #80.

MorganRosel Wealth Management first reported a position in JXN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

MorganRosel Wealth Management held 5,708 shares of Jackson Financial worth $584K as of Q2 2026.
MorganRosel Wealth Management sold 1,648 Jackson Financial shares in Q2 2026, an estimated $179K.
Jackson Financial made up 0.2% of MorganRosel Wealth Management's portfolio in Q2 2026, its #80 holding.
MorganRosel Wealth Management first reported a position in Jackson Financial in Q3 2024 and has held it in 8 quarters since.
MorganRosel Wealth Management's Jackson Financial position peaked at $1.53M in Q3 2024.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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