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Plato Investment Management’s Jackson Financial JXN Stock Holding History

Plato Investment 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 		– Sell
-2,126
Closed -$225K – 539
2026
Q1 		$225K Buy
2,126
+1,801
+554% +$201K 0.02% 400
2025
Q4 		$34.8K Buy
+325
New +$32.3K ﹤0.01% 449
2025
Q1 		– Sell
-755
Closed -$66K – 570
2024
Q4 		$66K Sell
755
-2,090
-73% -$204K ﹤0.01% 483
2024
Q3 		$259K Buy
2,845
+279
+11% +$23.3K 0.02% 364
2024
Q2 		$191K Buy
2,566
+2,264
+750% +$162K 0.02% 336
2024
Q1 		$20K Buy
+302
New +$16.4K ﹤0.01% 413

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

Plato Investment Management's JXN Position: Q2 2026 in Review

Plato Investment Management sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 2,126 shares — an estimated $225K sold.

Plato Investment Management first reported a position in JXN in Q1 2024 and held it in 6 quarters. The position peaked at $259K in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Plato Investment Management reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
  • Plato Investment Management sold 2,126 Jackson Financial shares in Q2 2026, an estimated $225K.
  • Plato Investment Management first reported a position in Jackson Financial in Q1 2024 and held it in 6 quarters.
  • Plato Investment Management's Jackson Financial position peaked at $259K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.