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Savvy Advisors Inc’s Jackson Financial JXN Stock Holding History

Savvy Advisors Inc’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 		$216K Buy
2,106
+126
+6% +$13.7K ﹤0.01% 1144
2026
Q1 		$209K Buy
+1,980
New +$221K 0.01% 1043

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

Savvy Advisors Inc's JXN Position: Q2 2026 in Review

Savvy Advisors Inc increased its Jackson Financial (JXN) stake by 6.4% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,106 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Savvy Advisors Inc first reported a position in JXN in Q1 2026 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Savvy Advisors Inc held 2,106 shares of Jackson Financial worth $216K as of Q2 2026.
  • Savvy Advisors Inc bought 126 Jackson Financial shares in Q2 2026, an estimated $13.7K.
  • Jackson Financial made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1144 holding.
  • Savvy Advisors Inc first reported a position in Jackson Financial in Q1 2026 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.