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New York Life Investment Management’s Jackson Financial JXN Stock Holding History

New York Life Investment 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 		$897K Buy
8,765
+455
+5% +$49.3K 0.01% 714
2026
Q1 		$879K Buy
8,310
+1,903
+30% +$213K 0.01% 691
2025
Q4 		$683K Sell
6,407
-770
-11% -$76.6K 0.01% 680
2025
Q3 		$727K Sell
7,177
-356
-5% -$33.3K 0.01% 717
2025
Q2 		$669K Sell
7,533
-303
-4% -$24.5K 0.01% 721
2025
Q1 		$657K Sell
7,836
-72
-0.9% -$6.39K 0.01% 731
2024
Q4 		$689K Buy
+7,908
New +$772K 0.01% 743
2024
Q2 		– Sell
-5,521
Closed -$365K – 1104
2024
Q1 		$365K Buy
+5,521
New +$300K ﹤0.01% 1100

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York Life Investment Management's JXN Position: Q2 2026 in Review

New York Life Investment Management increased its Jackson Financial (JXN) stake by 5.5% in Q2 2026, buying an estimated $49.3K and bringing the position to 8,765 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #714.

New York Life Investment Management first reported a position in JXN in Q1 2024 and has held it in 8 quarters since. 278 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • New York Life Investment Management held 8,765 shares of Jackson Financial worth $897K as of Q2 2026.
  • New York Life Investment Management bought 455 Jackson Financial shares in Q2 2026, an estimated $49.3K.
  • Jackson Financial made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #714 holding.
  • New York Life Investment Management first reported a position in Jackson Financial in Q1 2024 and has held it in 8 quarters since.
  • 278 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.