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Royce & Associates’s Jackson Financial JXN Stock Holding History

Royce & Associates’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 		– Sell
-8,490
Closed -$898K – 798
2026
Q1 		$898K Hold
8,490
– – 0.01% 655
2025
Q4 		$905K Sell
8,490
-1,368
-14% -$136K 0.01% 667
2025
Q3 		$998K Sell
9,858
-7,950
-45% -$743K 0.01% 667
2025
Q2 		$1.58M Buy
17,808
+8,490
+91% +$688K 0.02% 627
2025
Q1 		$781K Hold
9,318
– – 0.01% 700
2024
Q4 		$811K Hold
9,318
– – 0.01% 742
2024
Q3 		$850K Hold
9,318
– – 0.01% 745
2024
Q2 		$692K Buy
+9,318
New +$666K 0.01% 762
2024
Q1 		– Sell
-8,869
Closed -$454K – 905
2023
Q4 		$454K Hold
8,869
– – ﹤0.01% 797
2023
Q3 		$339K Buy
8,869
+541
+6% +$18.9K ﹤0.01% 842
2023
Q2 		$255K Buy
8,328
+844
+11% +$27.2K ﹤0.01% 875
2023
Q1 		$280K Sell
7,484
-481
-6% -$19.8K ﹤0.01% 875
2022
Q4 		$277K Buy
+7,965
New +$277K ﹤0.01% 868
2022
Q2 		– Sell
-4,995
Closed -$221K – 961
2022
Q1 		$221K Buy
+4,995
New +$208K ﹤0.01% 937

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

Royce & Associates's JXN Position: Q2 2026 in Review

Royce & Associates sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 8,490 shares — an estimated $898K sold.

Royce & Associates first reported a position in JXN in Q1 2022 and held it in 14 quarters. The position peaked at $1.58M in Q2 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Royce & Associates reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
  • Royce & Associates sold 8,490 Jackson Financial shares in Q2 2026, an estimated $898K.
  • Royce & Associates first reported a position in Jackson Financial in Q1 2022 and held it in 14 quarters.
  • Royce & Associates's Jackson Financial position peaked at $1.58M in Q2 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Royce & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.