SJS Investment Consulting’s Jackson Financial JXN Stock Holding History

SJS Investment Consulting’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	$20.5K	Buy	200 +173	+641%	+$18.7K	﹤0.01%	790
2026 Q1	$2.85K	Buy	27 +2	+8%	+$224	﹤0.01%	1183
2025 Q4	$2.67K	Buy	25 +13	+108%	+$1.29K	﹤0.01%	1079
2025 Q3	$1.22K	Hold	12	–	–	﹤0.01%	949
2025 Q2	$1.07K	Sell	12 -8	-40%	-$648	﹤0.01%	803
2025 Q1	$1.68K	Hold	20	–	–	﹤0.01%	804
2024 Q4	$1.74K	Sell	20 -3	-13%	-$293	﹤0.01%	768
2024 Q3	$2.1K	Hold	23	–	–	﹤0.01%	765
2024 Q2	$1.71K	Hold	23	–	–	﹤0.01%	799
2024 Q1	$1.52K	Hold	23	–	–	﹤0.01%	876
2023 Q4	$1.18K	Buy	23 +5	+28%	+$220	﹤0.01%	882
2023 Q3	$688	Buy	18 +6	+50%	+$210	﹤0.01%	1093
2023 Q2	$368	Hold	12	–	–	﹤0.01%	1259
2023 Q1	$449	Buy	12 +5	+71%	+$205	﹤0.01%	1181
2022 Q4	$244	Sell	7 -3	-30%	-$104	﹤0.01%	1381
2022 Q3	$0	Buy	+10	New	+$295	﹤0.01%	1286

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

EIP

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

SJS Investment Consulting's JXN Position: Q2 2026 in Review

SJS Investment Consulting increased its Jackson Financial (JXN) stake by 641% in Q2 2026, buying an estimated $18.7K and bringing the position to 200 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

SJS Investment Consulting first reported a position in JXN in Q3 2022 and has held it in 16 quarters since. 258 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

SJS Investment Consulting held 200 shares of Jackson Financial worth $20.5K as of Q2 2026.
SJS Investment Consulting bought 173 Jackson Financial shares in Q2 2026, an estimated $18.7K.
Jackson Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #790 holding.
SJS Investment Consulting first reported a position in Jackson Financial in Q3 2022 and has held it in 16 quarters since.
258 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.