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New Age Alpha Advisors’s Jackson Financial JXN Stock Holding History

New Age Alpha 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 		$1.16M Buy
+11,327
New +$1.23M 0.05% 423
2025
Q3 		– Sell
-802
Closed -$71.2K – 836
2025
Q2 		$71.2K Sell
802
-1
-0.1% -$81 ﹤0.01% 753
2025
Q1 		$67.3K Buy
+803
New +$71.3K ﹤0.01% 791

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

New Age Alpha Advisors's JXN Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in Jackson Financial (JXN) in Q2 2026: 11,327 shares worth $1.16M. The stake represents 0.05% of the portfolio and ranks #423 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in JXN as recently as Q2 2025.

New Age Alpha Advisors first reported a position in JXN in Q1 2025 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • New Age Alpha Advisors held 11,327 shares of Jackson Financial worth $1.16M as of Q2 2026.
  • Jackson Financial was a new New Age Alpha Advisors position in Q2 2026.
  • Jackson Financial made up 0.05% of New Age Alpha Advisors's portfolio in Q2 2026, its #423 holding.
  • New Age Alpha Advisors first reported a position in Jackson Financial in Q1 2025 and has held it in 3 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.