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Sound Income Strategies’s Jackson Financial JXN Stock Holding History

Sound Income Strategies’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
-134
Closed -$14.1K – 1493
2026
Q1 		$14.1K Sell
134
-349
-72% -$39K ﹤0.01% 1344
2025
Q4 		$54.8K Buy
483
+98
+25% +$9.75K ﹤0.01% 759
2025
Q3 		$38.5K Sell
385
-120
-24% -$11.2K ﹤0.01% 628
2025
Q2 		$44.8K Buy
505
+470
+1,343% +$38.1K ﹤0.01% 551
2025
Q1 		$2.93K Hold
35
– – ﹤0.01% 1173
2024
Q4 		$3.05K Hold
35
– – ﹤0.01% 1094
2024
Q3 		$3.19K Sell
35
-344
-91% -$28.7K ﹤0.01% 1044
2024
Q2 		$28.1K Sell
379
-48
-11% -$3.43K ﹤0.01% 553
2024
Q1 		$28.2K Hold
427
– – ﹤0.01% 534
2023
Q4 		$21.9K Buy
427
+48
+13% +$2.11K ﹤0.01% 579
2023
Q3 		$14.5K Buy
379
+5
+1% +$175 ﹤0.01% 503
2023
Q2 		$11.4K Hold
374
– – ﹤0.01% 548
2023
Q1 		$14K Buy
+374
New +$15.4K ﹤0.01% 482

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sound Income Strategies's JXN Position: Q2 2026 in Review

Sound Income Strategies sold out of Jackson Financial (JXN) in Q2 2026, closing a stake of 134 shares — an estimated $14.1K sold.

Sound Income Strategies first reported a position in JXN in Q1 2023 and held it in 13 quarters. The position peaked at $54.8K in Q4 2025. 229 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Sound Income Strategies reported no remaining Jackson Financial position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 134 Jackson Financial shares in Q2 2026, an estimated $14.1K.
  • Sound Income Strategies first reported a position in Jackson Financial in Q1 2023 and held it in 13 quarters.
  • Sound Income Strategies's Jackson Financial position peaked at $54.8K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.