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Shelton Capital Management’s Jackson Financial JXN Stock Holding History

Shelton 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 		– Sell
-2,273
Closed -$240K – 771
2026
Q1 		$240K Hold
2,273
– – 0.01% 597
2025
Q4 		$242K Sell
2,273
-323
-12% -$32.1K ﹤0.01% 572
2025
Q3 		$263K Sell
2,596
-133
-5% -$12.4K 0.01% 550
2025
Q2 		$242K Sell
2,729
-88
-3% -$7.13K 0.01% 585
2025
Q1 		$236K Hold
2,817
– – 0.01% 584
2024
Q4 		$245K Hold
2,817
– – 0.01% 591
2024
Q3 		$257K Hold
2,817
– – 0.01% 577
2024
Q2 		$209K Buy
+2,817
New +$201K 0.01% 673

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

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

Shelton Capital Management sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 2,273 shares — an estimated $240K sold.

Shelton Capital Management first reported a position in JXN in Q2 2024 and held it in 8 quarters. The position peaked at $263K in Q3 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Shelton Capital Management reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
  • Shelton Capital Management sold 2,273 Jackson Financial shares in Q2 2026, an estimated $240K.
  • Shelton Capital Management first reported a position in Jackson Financial in Q2 2024 and held it in 8 quarters.
  • Shelton Capital Management's Jackson Financial position peaked at $263K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.