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Oppenheimer Asset Management’s Jackson Financial JXN Stock Holding History

Oppenheimer Asset 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 		$203K Buy
1,980
+37
+2% +$4.01K ﹤0.01% 1078
2026
Q1 		$205K Sell
1,943
-79
-4% -$8.84K ﹤0.01% 1058
2025
Q4 		$216K Buy
+2,022
New +$201K ﹤0.01% 988
2025
Q3 		– Sell
-3,906
Closed -$347K – 1193
2025
Q2 		$347K Sell
3,906
-108
-3% -$8.75K ﹤0.01% 954
2025
Q1 		$336K Buy
4,014
+1,652
+70% +$147K ﹤0.01% 943
2024
Q4 		$206K Sell
2,362
-864
-27% -$84.4K ﹤0.01% 1077
2024
Q3 		$294K Sell
3,226
-875
-21% -$73K ﹤0.01% 1014
2024
Q2 		$305K Sell
4,101
-98
-2% -$7K ﹤0.01% 975
2024
Q1 		$278K Sell
4,199
-929
-18% -$50.4K ﹤0.01% 974
2023
Q4 		$263K Buy
+5,128
New +$226K ﹤0.01% 1028
2023
Q3 		– Sell
-9,364
Closed -$287K – 1147
2023
Q2 		$287K Buy
9,364
+5
+0.1% +$161 ﹤0.01% 981
2023
Q1 		$350K Sell
9,359
-2,314
-20% -$95K 0.01% 933
2022
Q4 		$406K Sell
11,673
-541
-4% -$18.8K 0.01% 904
2022
Q3 		$339K Buy
12,214
+263
+2% +$7.77K 0.01% 924
2022
Q2 		$320K Sell
11,951
-2,535
-17% -$92.4K 0.01% 966
2022
Q1 		$641K Sell
14,486
-1,207
-8% -$50.3K 0.01% 862
2021
Q4 		$656K Buy
15,693
+1,340
+9% +$43.9K 0.01% 894
2021
Q3 		$374K Buy
+14,353
New +$390K 0.01% 999

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

Oppenheimer Asset Management's JXN Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Jackson Financial (JXN) stake by 1.9% in Q2 2026, buying an estimated $4.01K and bringing the position to 1,980 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Oppenheimer Asset Management first reported a position in JXN in Q3 2021 and has held it in 18 quarters since. The position peaked at $656K in Q4 2021. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Oppenheimer Asset Management held 1,980 shares of Jackson Financial worth $203K as of Q2 2026.
  • Oppenheimer Asset Management bought 37 Jackson Financial shares in Q2 2026, an estimated $4.01K.
  • Jackson Financial made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #1078 holding.
  • Oppenheimer Asset Management first reported a position in Jackson Financial in Q3 2021 and has held it in 18 quarters since.
  • Oppenheimer Asset Management's Jackson Financial position peaked at $656K in Q4 2021.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.