SGI
JXN icon

Summit Global Investments’s Jackson Financial JXN Stock Holding History

Summit Global Investments’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 		$1.25M Sell
12,259
-21
-0.2% -$2.27K 0.07% 154
2026
Q1 		$1.3M Buy
12,280
+155
+1% +$17.3K 0.08% 138
2025
Q4 		$1.29M Sell
12,125
-1,041
-8% -$104K 0.08% 144
2025
Q3 		$1.33M Sell
13,166
-1,478
-10% -$138K 0.08% 136
2025
Q2 		$1.3M Buy
14,644
+1,039
+8% +$84.2K 0.08% 148
2025
Q1 		$1.14M Buy
13,605
+1,645
+14% +$146K 0.08% 148
2024
Q4 		$1.04M Buy
11,960
+4,123
+53% +$403K 0.07% 206
2024
Q3 		$715K Sell
7,837
-4,629
-37% -$386K 0.05% 310
2024
Q2 		$926K Sell
12,466
-1,818
-13% -$130K 0.06% 257
2024
Q1 		$945K Buy
14,284
+2,590
+22% +$141K 0.07% 222
2023
Q4 		$599K Buy
11,694
+2,100
+22% +$92.4K 0.04% 315
2023
Q3 		$367K Buy
+9,594
New +$335K 0.02% 394

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

Summit Global Investments's JXN Position: Q2 2026 in Review

Summit Global Investments reduced its Jackson Financial (JXN) stake by 0.17% in Q2 2026, selling an estimated $2.27K and leaving 12,259 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #154.

Summit Global Investments first reported a position in JXN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q3 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Summit Global Investments held 12,259 shares of Jackson Financial worth $1.25M as of Q2 2026.
  • Summit Global Investments sold 21 Jackson Financial shares in Q2 2026, an estimated $2.27K.
  • Jackson Financial made up 0.07% of Summit Global Investments's portfolio in Q2 2026, its #154 holding.
  • Summit Global Investments first reported a position in Jackson Financial in Q3 2023 and has held it in 12 quarters since.
  • Summit Global Investments's Jackson Financial position peaked at $1.33M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.