Prelude Capital Management’s Jackson Financial JXN Stock Holding History

Prelude Capital 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	$573K	Buy	5,600 +224	+4%	+$24.3K	0.04%	474
2026 Q1	$568K	Sell	5,376 -60	-1%	-$6.71K	0.04%	461
2025 Q4	$580K	Buy	+5,436	New	+$541K	0.04%	476
2024 Q4	–	Sell	-12,950	Closed	-$1.18M	–	1380
2024 Q3	$1.18M	Buy	12,950 +4,937	+62%	+$412K	0.07%	338
2024 Q2	$595K	Sell	8,013 -6,295	-44%	-$450K	0.04%	468
2024 Q1	$946K	Buy	14,308 +4,253	+42%	+$231K	0.05%	415
2023 Q4	$515K	Buy	10,055 +1,891	+23%	+$83.2K	0.03%	502
2023 Q3	$312K	Buy	+8,164	New	+$285K	0.02%	652
2022 Q2	–	Sell	-6,975	Closed	-$309K	–	1938
2022 Q1	$309K	Buy	+6,975	New	+$291K	0.01%	1063

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

Prelude Capital Management's JXN Position: Q2 2026 in Review

Prelude Capital Management increased its Jackson Financial (JXN) stake by 4.2% in Q2 2026, buying an estimated $24.3K and bringing the position to 5,600 shares worth $573K. The position accounts for 0.04% of the portfolio, ranked #474.

Prelude Capital Management first reported a position in JXN in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.18M in Q3 2024. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Prelude Capital Management held 5,600 shares of Jackson Financial worth $573K as of Q2 2026.
Prelude Capital Management bought 224 Jackson Financial shares in Q2 2026, an estimated $24.3K.
Jackson Financial made up 0.04% of Prelude Capital Management's portfolio in Q2 2026, its #474 holding.
Prelude Capital Management first reported a position in Jackson Financial in Q1 2022 and has held it in 9 quarters since.
Prelude Capital Management's Jackson Financial position peaked at $1.18M in Q3 2024.
505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.