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NewEdge Advisors’s Jackson Financial JXN Stock Holding History

NewEdge 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 		$691K Buy
6,753
+464
+7% +$50.3K ﹤0.01% 1918
2026
Q1 		$665K Buy
6,289
+66
+1% +$7.38K ﹤0.01% 1770
2025
Q4 		$664K Buy
6,223
+3,309
+114% +$329K ﹤0.01% 1759
2025
Q3 		$295K Sell
2,914
-58
-2% -$5.42K ﹤0.01% 2183
2025
Q2 		$264K Sell
2,972
-999
-25% -$80.9K ﹤0.01% 2090
2025
Q1 		$333K Sell
3,971
-2,392
-38% -$212K ﹤0.01% 1827
2024
Q4 		$554K Buy
6,363
+4,160
+189% +$406K ﹤0.01% 1483
2024
Q3 		$201K Sell
2,203
-64
-3% -$5.34K ﹤0.01% 1999
2024
Q2 		$168K Sell
2,267
-6,952
-75% -$497K ﹤0.01% 1971
2024
Q1 		$610K Sell
9,219
-349
-4% -$18.9K 0.01% 1229
2023
Q4 		$482K Buy
9,568
+2,742
+40% +$121K ﹤0.01% 1299
2023
Q3 		$261K Buy
+6,826
New +$239K ﹤0.01% 1500
2023
Q1 		– Sell
-413
Closed -$14.4K – 3810
2022
Q4 		$14.4K Buy
+413
New +$14.3K ﹤0.01% 2241

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

NewEdge Advisors's JXN Position: Q2 2026 in Review

NewEdge Advisors increased its Jackson Financial (JXN) stake by 7.4% in Q2 2026, buying an estimated $50.3K and bringing the position to 6,753 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

NewEdge Advisors first reported a position in JXN in Q4 2022 and has held it in 13 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • NewEdge Advisors held 6,753 shares of Jackson Financial worth $691K as of Q2 2026.
  • NewEdge Advisors bought 464 Jackson Financial shares in Q2 2026, an estimated $50.3K.
  • Jackson Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1918 holding.
  • NewEdge Advisors first reported a position in Jackson Financial in Q4 2022 and has held it in 13 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.