O'Shaughnessy Asset Management’s Jackson Financial JXN Stock Holding History

O'Shaughnessy 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	$4.84M	Sell	47,316 -1,012	-2%	-$110K	0.02%	564
2026 Q1	$5.11M	Buy	48,328 +3,700	+8%	+$414K	0.03%	518
2025 Q4	$4.76M	Sell	44,628 -1,570	-3%	-$156K	0.03%	527
2025 Q3	$4.68M	Sell	46,198 -15,878	-26%	-$1.48M	0.03%	545
2025 Q2	$5.51M	Sell	62,076 -9,552	-13%	-$774K	0.04%	442
2025 Q1	$6M	Sell	71,628 -7,629	-10%	-$677K	0.05%	379
2024 Q4	$6.9M	Sell	79,257 -9,743	-11%	-$951K	0.06%	331
2024 Q3	$8.86M	Buy	89,000 +17,440	+24%	+$1.45M	0.08%	273
2024 Q2	$5.31M	Buy	71,560 +10,421	+17%	+$745K	0.05%	351
2024 Q1	$4.04M	Buy	61,139 +14,848	+32%	+$806K	0.04%	400
2023 Q4	$2.37M	Buy	46,291 +9,434	+26%	+$415K	0.03%	482
2023 Q3	$1.41M	Buy	36,857 +21,017	+133%	+$734K	0.02%	580
2023 Q2	$485K	Sell	15,840 -17,651	-53%	-$569K	0.01%	895
2023 Q1	$1.25M	Buy	33,491 +20,363	+155%	+$836K	0.02%	586
2022 Q4	$457K	Buy	+13,128	New	+$456K	0.01%	825
2021 Q4	–	Sell	-365	Closed	-$9K	–	1867
2021 Q3	$9K	Buy	+365	New	+$9.93K	﹤0.01%	2189

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 $3.38T AUM 44.17% 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

O'Shaughnessy Asset Management's JXN Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Jackson Financial (JXN) stake by 2.1% in Q2 2026, selling an estimated $110K and leaving 47,316 shares worth $4.84M. The position accounts for 0.02% of the portfolio, ranked #564.

O'Shaughnessy Asset Management first reported a position in JXN in Q3 2021 and has held it in 16 quarters since. The position peaked at $8.86M in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

O'Shaughnessy Asset Management held 47,316 shares of Jackson Financial worth $4.84M as of Q2 2026.
O'Shaughnessy Asset Management sold 1,012 Jackson Financial shares in Q2 2026, an estimated $110K.
Jackson Financial made up 0.02% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #564 holding.
O'Shaughnessy Asset Management first reported a position in Jackson Financial in Q3 2021 and has held it in 16 quarters since.
O'Shaughnessy Asset Management's Jackson Financial position peaked at $8.86M in Q3 2024.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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