Physician Wealth Advisors’s Jackson Financial JXN Stock Holding History

Physician Wealth 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	$1.54K	Buy	15 +5	+50%	+$542	﹤0.01%	1622
2026 Q1	$1.06K	Hold	10	–	–	﹤0.01%	1650
2025 Q4	$1.07K	Buy	+10	New	+$995	﹤0.01%	1590

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

Physician Wealth Advisors's JXN Position: Q2 2026 in Review

Physician Wealth Advisors increased its Jackson Financial (JXN) stake by 50% in Q2 2026, buying an estimated $542 and bringing the position to 15 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Physician Wealth Advisors first reported a position in JXN in Q4 2025 and has held it in 3 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Physician Wealth Advisors held 15 shares of Jackson Financial worth $1.54K as of Q2 2026.
Physician Wealth Advisors bought 5 Jackson Financial shares in Q2 2026, an estimated $542.
Jackson Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1622 holding.
Physician Wealth Advisors first reported a position in Jackson Financial in Q4 2025 and has held it in 3 quarters since.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.