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Private Wealth Management Group’s Jackson Financial JXN Stock Holding History

Private Wealth Management Group’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 		$12.5K Hold
122
– – ﹤0.01% 521
2026
Q1 		$12.9K Hold
122
– – ﹤0.01% 454
2025
Q4 		$13K Hold
122
– – ﹤0.01% 431
2025
Q3 		$12.4K Hold
122
– – ﹤0.01% 453
2025
Q2 		$10.8K Hold
122
– – ﹤0.01% 462
2025
Q1 		$10.2K Hold
122
– – ﹤0.01% 463
2024
Q4 		$10.6K Hold
122
– – ﹤0.01% 447
2024
Q3 		$11.1K Hold
122
– – ﹤0.01% 427
2024
Q2 		$9.06K Hold
122
– – ﹤0.01% 469
2024
Q1 		$8.07K Sell
122
-10
-8% -$543 ﹤0.01% 472
2023
Q4 		$6.76K Buy
+132
New +$5.81K ﹤0.01% 520

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 $3.37T AUM 44.26% 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

Private Wealth Management Group's JXN Position: Q2 2026 in Review

Private Wealth Management Group held its Jackson Financial (JXN) position steady in Q2 2026 at 122 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Private Wealth Management Group first reported a position in JXN in Q4 2023 and has held it in 11 quarters since. The position peaked at $13K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Private Wealth Management Group held 122 shares of Jackson Financial worth $12.5K as of Q2 2026.
  • Private Wealth Management Group left its Jackson Financial share count unchanged in Q2 2026.
  • Jackson Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #521 holding.
  • Private Wealth Management Group first reported a position in Jackson Financial in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Jackson Financial position peaked at $13K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.