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Rothschild Investment LLC’s Jackson Financial JXN Stock Holding History

Rothschild Investment LLC’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 		$30.5K Sell
298
-10
-3% -$1.08K ﹤0.01% 1399
2026
Q1 		$32.6K Sell
308
-14
-4% -$1.57K ﹤0.01% 1243
2025
Q4 		$34.3K Buy
322
+143
+80% +$14.2K ﹤0.01% 1140
2025
Q3 		$18.1K Buy
179
+59
+49% +$5.51K ﹤0.01% 1256
2025
Q2 		$10.7K Buy
120
+45
+60% +$3.65K ﹤0.01% 1201
2025
Q1 		$6.28K Sell
75
-5
-6% -$444 ﹤0.01% 1333
2024
Q4 		$6.97K Buy
80
+5
+7% +$488 ﹤0.01% 1236
2024
Q3 		$6.84K Buy
75
+35
+88% +$2.92K ﹤0.01% 1201
2024
Q2 		$2.97K Buy
40
+30
+300% +$2.14K ﹤0.01% 1288
2024
Q1 		$661 Buy
+10
New +$543 ﹤0.01% 1305

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

Rothschild Investment LLC's JXN Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Jackson Financial (JXN) stake by 3.2% in Q2 2026, selling an estimated $1.08K and leaving 298 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Rothschild Investment LLC first reported a position in JXN in Q1 2024 and has held it in 10 quarters since. The position peaked at $34.3K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Rothschild Investment LLC held 298 shares of Jackson Financial worth $30.5K as of Q2 2026.
  • Rothschild Investment LLC sold 10 Jackson Financial shares in Q2 2026, an estimated $1.08K.
  • Jackson Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1399 holding.
  • Rothschild Investment LLC first reported a position in Jackson Financial in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Jackson Financial position peaked at $34.3K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.