Ritholtz Wealth Management’s Jackson Financial JXN Stock Holding History

Ritholtz Wealth 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	$1.42M	Buy	13,866 +36	+0.3%	+$3.9K	0.02%	523
2026 Q1	$1.46M	Sell	13,830 -293	-2%	-$32.8K	0.03%	456
2025 Q4	$1.51M	Sell	14,123 -115	-0.8%	-$11.4K	0.03%	408
2025 Q3	$1.44M	Sell	14,238 -5,020	-26%	-$469K	0.03%	415
2025 Q2	$1.71M	Sell	19,258 -2,840	-13%	-$230K	0.04%	333
2025 Q1	$1.85M	Buy	22,098 +3,006	+16%	+$267K	0.06%	262
2024 Q4	$1.66M	Buy	19,092 +1,270	+7%	+$124K	0.05%	264
2024 Q3	$1.63M	Buy	17,822 +8,043	+82%	+$671K	0.05%	275
2024 Q2	$726K	Buy	9,779 +5,495	+128%	+$393K	0.02%	428
2024 Q1	$283K	Buy	+4,284	New	+$233K	0.01%	654

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

Ritholtz Wealth Management's JXN Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Jackson Financial (JXN) stake by 0.26% in Q2 2026, buying an estimated $3.9K and bringing the position to 13,866 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #523.

Ritholtz Wealth Management first reported a position in JXN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.85M in Q1 2025. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Ritholtz Wealth Management held 13,866 shares of Jackson Financial worth $1.42M as of Q2 2026.
Ritholtz Wealth Management bought 36 Jackson Financial shares in Q2 2026, an estimated $3.9K.
Jackson Financial made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #523 holding.
Ritholtz Wealth Management first reported a position in Jackson Financial in Q1 2024 and has held it in 10 quarters since.
Ritholtz Wealth Management's Jackson Financial position peaked at $1.85M in Q1 2025.
504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.