Tidal Investments’s Jackson Financial JXN Stock Holding History

Tidal 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	$920K	Buy	8,989 +3,472	+63%	+$376K	﹤0.01%	1792
2026 Q1	$583K	Buy	5,517 +1,362	+33%	+$152K	﹤0.01%	1759
2025 Q4	$443K	Buy	4,155 +325	+8%	+$32.3K	﹤0.01%	1700
2025 Q3	$388K	Sell	3,830 -1,643	-30%	-$153K	﹤0.01%	1711
2025 Q2	$486K	Buy	+5,473	New	+$443K	﹤0.01%	1415
2025 Q1	–	Sell	-5,342	Closed	-$465K	–	1938
2024 Q4	$465K	Sell	5,342 -13,655	-72%	-$1.33M	﹤0.01%	1422
2024 Q3	$1.73M	Buy	+18,997	New	+$1.58M	0.02%	734
2023 Q2	–	Sell	-11,417	Closed	-$427K	–	1350
2023 Q1	$427K	Sell	11,417 -13,486	-54%	-$554K	0.01%	830
2022 Q4	$866K	Buy	+24,903	New	+$865K	0.03%	489

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

Tidal Investments's JXN Position: Q2 2026 in Review

Tidal Investments increased its Jackson Financial (JXN) stake by 63% in Q2 2026, buying an estimated $376K and bringing the position to 8,989 shares worth $920K. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

Tidal Investments first reported a position in JXN in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.73M in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Tidal Investments held 8,989 shares of Jackson Financial worth $920K as of Q2 2026.
Tidal Investments bought 3,472 Jackson Financial shares in Q2 2026, an estimated $376K.
Jackson Financial made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1792 holding.
Tidal Investments first reported a position in Jackson Financial in Q4 2022 and has held it in 9 quarters since.
Tidal Investments's Jackson Financial position peaked at $1.73M in Q3 2024.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.