Strategic Advisors’s Jackson Financial JXN Stock Holding History

Strategic Advisors’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	$1.22M	Sell	11,900 -100	-0.8%	-$10.8K	0.27%	61
2026 Q1	$1.27M	Hold	12,000	–	–	0.21%	92
2025 Q4	$1.28M	Hold	12,000	–	–	0.2%	93
2025 Q3	$1.21M	Sell	12,000 -206	-2%	-$19.2K	0.2%	96
2025 Q2	$1.08M	Buy	12,206 +2	+0%	+$162	0.21%	84
2025 Q1	$1.02M	Sell	12,204 -264	-2%	-$23.4K	0.2%	95
2024 Q4	$1.09M	Buy	12,468 +468	+4%	+$45.7K	0.2%	93
2024 Q3	$1.09M	Hold	12,000	–	–	0.2%	97
2024 Q2	$891K	Sell	12,000 -1,000	-8%	-$71.4K	0.17%	106
2024 Q1	$860K	Sell	13,000 -6,200	-32%	-$337K	0.17%	110
2023 Q4	$983K	Sell	19,200 -10,200	-35%	-$449K	0.19%	97
2023 Q3	$1.12M	Sell	29,400 -1,500	-5%	-$52.4K	0.22%	90
2023 Q2	$946K	Buy	30,900 +5,700	+23%	+$184K	0.18%	103
2023 Q1	$943K	Buy	25,200 +3,500	+16%	+$144K	0.19%	101
2022 Q4	$755K	Buy	21,700 +9,800	+82%	+$340K	0.17%	108
2022 Q3	$330K	Buy	+11,900	New	+$352K	0.07%	146

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

Strategic Advisors's JXN Position: Q2 2026 in Review

Strategic Advisors reduced its Jackson Financial (JXN) stake by 0.83% in Q2 2026, selling an estimated $10.8K and leaving 11,900 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #61.

Strategic Advisors first reported a position in JXN in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.28M in Q4 2025. 504 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Strategic Advisors held 11,900 shares of Jackson Financial worth $1.22M as of Q2 2026.
Strategic Advisors sold 100 Jackson Financial shares in Q2 2026, an estimated $10.8K.
Jackson Financial made up 0.27% of Strategic Advisors's portfolio in Q2 2026, its #61 holding.
Strategic Advisors first reported a position in Jackson Financial in Q3 2022 and has held it in 16 quarters since.
Strategic Advisors's Jackson Financial position peaked at $1.28M in Q4 2025.
504 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.