Spire Wealth Management’s Jackson Financial JXN Stock Holding History

Spire Wealth 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	$71.7K	Hold	700	–	–	﹤0.01%	1071
2026 Q1	$74K	Hold	700	–	–	﹤0.01%	1066
2025 Q4	$74.7K	Hold	700	–	–	﹤0.01%	1068
2025 Q3	$70.9K	Hold	700	–	–	﹤0.01%	1117
2025 Q2	$62.2K	Hold	700	–	–	﹤0.01%	1127
2025 Q1	$58.6K	Hold	700	–	–	﹤0.01%	1226
2024 Q4	$61K	Sell	700 -100	-13%	-$9.77K	﹤0.01%	1207
2024 Q3	$73K	Hold	800	–	–	﹤0.01%	1017
2024 Q2	$59.4K	Sell	800 -50	-6%	-$3.57K	﹤0.01%	1062
2024 Q1	$56.2K	Hold	850	–	–	﹤0.01%	1177
2023 Q4	$42.1K	Hold	850	–	–	﹤0.01%	1268
2023 Q3	$62.5K	Buy	850 +100	+13%	+$3.49K	﹤0.01%	1092
2023 Q2	$23K	Sell	750 -138	-16%	-$4.45K	﹤0.01%	1537
2023 Q1	$33.2K	Buy	888 +179	+25%	+$7.35K	﹤0.01%	1390
2022 Q4	$25K	Buy	709 +309	+77%	+$10.7K	﹤0.01%	1278
2022 Q3	$11K	Hold	400	–	–	﹤0.01%	1539
2022 Q2	$11K	Buy	+400	New	+$14.6K	﹤0.01%	1883

Other funds holding JXN

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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Spire Wealth Management's JXN Position: Q2 2026 in Review

Spire Wealth Management held its Jackson Financial (JXN) position steady in Q2 2026 at 700 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Spire Wealth Management first reported a position in JXN in Q2 2022 and has held it in 17 quarters since. The position peaked at $74.7K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Spire Wealth Management held 700 shares of Jackson Financial worth $71.7K as of Q2 2026.
Spire Wealth Management left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1071 holding.
Spire Wealth Management first reported a position in Jackson Financial in Q2 2022 and has held it in 17 quarters since.
Spire Wealth Management's Jackson Financial position peaked at $74.7K in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.