Samalin Investment Counsel’s Jackson Financial JXN Stock Holding History

Samalin Investment Counsel’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	$584K	Buy	5,702 +8	+0.1%	+$867	0.18%	141
2026 Q1	$602K	Buy	5,694 +290	+5%	+$32.4K	0.21%	139
2025 Q4	$576K	Buy	5,404 +34	+0.6%	+$3.38K	0.2%	149
2025 Q3	$544K	Buy	5,370 +104	+2%	+$9.72K	0.19%	171
2025 Q2	$468K	Buy	5,266 +466	+10%	+$37.7K	0.18%	181
2025 Q1	$402K	Sell	4,800 -813	-14%	-$72.2K	0.16%	192
2024 Q4	$489K	Buy	5,613 +83	+2%	+$8.11K	0.21%	155
2024 Q3	$505K	Buy	5,530 +376	+7%	+$31.4K	0.22%	153
2024 Q2	$383K	Buy	5,154 +671	+15%	+$47.9K	0.18%	191
2024 Q1	$296K	Buy	+4,483	New	+$243K	0.14%	216

Other funds holding JXN

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAS

Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Samalin Investment Counsel's JXN Position: Q2 2026 in Review

Samalin Investment Counsel increased its Jackson Financial (JXN) stake by 0.14% in Q2 2026, buying an estimated $867 and bringing the position to 5,702 shares worth $584K. The position accounts for 0.18% of the portfolio, ranked #141.

Samalin Investment Counsel first reported a position in JXN in Q1 2024 and has held it in 10 quarters since. The position peaked at $602K in Q1 2026. 161 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Samalin Investment Counsel held 5,702 shares of Jackson Financial worth $584K as of Q2 2026.
Samalin Investment Counsel bought 8 Jackson Financial shares in Q2 2026, an estimated $867.
Jackson Financial made up 0.18% of Samalin Investment Counsel's portfolio in Q2 2026, its #141 holding.
Samalin Investment Counsel first reported a position in Jackson Financial in Q1 2024 and has held it in 10 quarters since.
Samalin Investment Counsel's Jackson Financial position peaked at $602K in Q1 2026.
161 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.