Nisa Investment Advisors
JXN icon

Nisa Investment Advisors’s Jackson Financial JXN Stock Holding History

Nisa Investment 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 		$530K Buy
5,178
+1,555
+43% +$168K ﹤0.01% 959
2026
Q1 		$383K Buy
3,623
+38
+1% +$4.25K ﹤0.01% 1032
2025
Q4 		$382K Sell
3,585
-18
-0.5% -$1.79K ﹤0.01% 1079
2025
Q3 		$365K Sell
3,603
-104,771
-97% -$9.79M ﹤0.01% 1104
2025
Q2 		$9.62M Sell
108,374
-158
-0.1% -$12.8K 0.04% 271
2025
Q1 		$9.09M Sell
108,532
-117,886
-52% -$10.5M 0.05% 277
2024
Q4 		$19.7M Buy
226,418
+223,060
+6,643% +$21.8M 0.08% 190
2024
Q3 		$306K Hold
3,358
– – ﹤0.01% 1180
2024
Q2 		$249K Buy
3,358
+50
+2% +$3.57K ﹤0.01% 1257
2024
Q1 		$219K Buy
3,308
+1,320
+66% +$71.7K ﹤0.01% 1282
2023
Q4 		$102K Sell
1,988
-1,382
-41% -$60.8K ﹤0.01% 1429
2023
Q3 		$129K Buy
3,370
+2,380
+240% +$83.2K ﹤0.01% 1431
2023
Q2 		$30.3K Sell
990
-101,635
-99% -$3.27M ﹤0.01% 1932
2023
Q1 		$3.84M Buy
102,625
+100,825
+5,601% +$4.14M 0.03% 485
2022
Q4 		$63K Hold
1,800
– – ﹤0.01% 1704
2022
Q3 		$66K Buy
1,800
+800
+80% +$23.6K ﹤0.01% 1644
2022
Q2 		$27K Buy
+1,000
New +$36.5K ﹤0.01% 1952
2021
Q4 		– Sell
-6
Closed – – 2283
2021
Q3 		$0 Buy
+6
New +$163 ﹤0.01% 2314

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

Nisa Investment Advisors's JXN Position: Q2 2026 in Review

Nisa Investment Advisors increased its Jackson Financial (JXN) stake by 43% in Q2 2026, buying an estimated $168K and bringing the position to 5,178 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Nisa Investment Advisors first reported a position in JXN in Q3 2021 and has held it in 18 quarters since. The position peaked at $19.7M in Q4 2024. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Nisa Investment Advisors held 5,178 shares of Jackson Financial worth $530K as of Q2 2026.
  • Nisa Investment Advisors bought 1,555 Jackson Financial shares in Q2 2026, an estimated $168K.
  • Jackson Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #959 holding.
  • Nisa Investment Advisors first reported a position in Jackson Financial in Q3 2021 and has held it in 18 quarters since.
  • Nisa Investment Advisors's Jackson Financial position peaked at $19.7M in Q4 2024.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.