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NewSquare Capital’s Jackson Financial JXN Stock Holding History

NewSquare Capital’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 		$1.02M Buy
9,979
+1,035
+12% +$112K 0.08% 145
2026
Q1 		$946K Buy
8,944
+298
+3% +$33.3K 0.08% 138
2025
Q4 		$922K Sell
8,646
-1,656
-16% -$165K 0.08% 135
2025
Q3 		$1.04M Buy
10,302
+10,299
+343,300% +$962K 0.07% 136
2025
Q2 		$266 Buy
+3
New +$243 ﹤0.01% 1214

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 $3.38T AUM 44.17% 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

NewSquare Capital's JXN Position: Q2 2026 in Review

NewSquare Capital increased its Jackson Financial (JXN) stake by 12% in Q2 2026, buying an estimated $112K and bringing the position to 9,979 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #145.

NewSquare Capital first reported a position in JXN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q3 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • NewSquare Capital held 9,979 shares of Jackson Financial worth $1.02M as of Q2 2026.
  • NewSquare Capital bought 1,035 Jackson Financial shares in Q2 2026, an estimated $112K.
  • Jackson Financial made up 0.08% of NewSquare Capital's portfolio in Q2 2026, its #145 holding.
  • NewSquare Capital first reported a position in Jackson Financial in Q2 2025 and has held it in 5 quarters since.
  • NewSquare Capital's Jackson Financial position peaked at $1.04M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on NewSquare Capital's 13F filing for Q2 2026, filed 28 Jul 2026.