Rockefeller Capital Management
JXN icon

Rockefeller Capital Management’s Jackson Financial JXN Stock Holding History

Rockefeller 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 		$118K Sell
1,156
-177
-13% -$19.2K ﹤0.01% 2889
2026
Q1 		$141K Buy
1,333
+215
+19% +$24K ﹤0.01% 2675
2025
Q4 		$119K Sell
1,118
-632
-36% -$62.9K ﹤0.01% 2630
2025
Q3 		$177K Buy
+1,750
New +$163K ﹤0.01% 2289
2024
Q1 		– Sell
-21,846
Closed -$1.12M – 1703
2023
Q4 		$1.12M Sell
21,846
-504
-2% -$22.2K ﹤0.01% 1103
2023
Q3 		$854K Sell
22,350
-218
-1% -$7.62K ﹤0.01% 1135
2023
Q2 		$691K Buy
22,568
+1,504
+7% +$48.4K ﹤0.01% 1227
2023
Q1 		$787K Sell
21,064
-9,943
-32% -$408K ﹤0.01% 1165
2022
Q4 		$1.08M Sell
31,007
-3,306
-10% -$115K 0.01% 977
2022
Q3 		$951K Buy
34,313
+2,131
+7% +$63K ﹤0.01% 1028
2022
Q2 		$859K Buy
32,182
+4,704
+17% +$172K ﹤0.01% 1049
2022
Q1 		$1.21M Buy
27,478
+6,920
+34% +$288K 0.01% 989
2021
Q4 		$859K Buy
20,558
+19,684
+2,252% +$645K ﹤0.01% 1104
2021
Q3 		$21K Buy
+874
New +$23.8K ﹤0.01% 2567

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

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

Rockefeller Capital Management reduced its Jackson Financial (JXN) stake by 13% in Q2 2026, selling an estimated $19.2K and leaving 1,156 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2889.

Rockefeller Capital Management first reported a position in JXN in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.21M in Q1 2022. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Rockefeller Capital Management held 1,156 shares of Jackson Financial worth $118K as of Q2 2026.
  • Rockefeller Capital Management sold 177 Jackson Financial shares in Q2 2026, an estimated $19.2K.
  • Jackson Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2889 holding.
  • Rockefeller Capital Management first reported a position in Jackson Financial in Q3 2021 and has held it in 14 quarters since.
  • Rockefeller Capital Management's Jackson Financial position peaked at $1.21M in Q1 2022.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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