NewEdge Wealth’s Jackson Financial JXN Stock Holding History

NewEdge Wealth’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	$1.32M	Buy	12,935 +2,400	+23%	+$260K	0.01%	580
2026 Q1	$1.11M	Sell	10,535 -4,321	-29%	-$483K	0.01%	592
2025 Q4	$1.58M	Buy	14,856 +883	+6%	+$87.8K	0.02%	514
2025 Q3	$1.31M	Buy	13,973 +1,545	+12%	+$144K	0.02%	498
2025 Q2	$1.11M	Buy	12,428 +8,142	+190%	+$660K	0.02%	507
2025 Q1	$359K	Buy	4,286 +651	+18%	+$57.8K	0.01%	733
2024 Q4	$317K	Buy	+3,635	New	+$355K	0.01%	747

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

NewEdge Wealth's JXN Position: Q2 2026 in Review

NewEdge Wealth increased its Jackson Financial (JXN) stake by 23% in Q2 2026, buying an estimated $260K and bringing the position to 12,935 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #580.

NewEdge Wealth first reported a position in JXN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q4 2025. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

NewEdge Wealth held 12,935 shares of Jackson Financial worth $1.32M as of Q2 2026.
NewEdge Wealth bought 2,400 Jackson Financial shares in Q2 2026, an estimated $260K.
Jackson Financial made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #580 holding.
NewEdge Wealth first reported a position in Jackson Financial in Q4 2024 and has held it in 7 quarters since.
NewEdge Wealth's Jackson Financial position peaked at $1.58M in Q4 2025.
504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.