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JXN icon

True Wealth Design’s Jackson Financial JXN Stock Holding History

True Wealth Design’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 		$14.5K Hold
142
– – ﹤0.01% 938
2026
Q1 		$15K Buy
142
+40
+39% +$4.47K ﹤0.01% 828
2025
Q4 		$10.9K Buy
102
+57
+127% +$5.67K ﹤0.01% 828
2025
Q3 		$4.56K Buy
45
+20
+80% +$1.87K ﹤0.01% 1114
2025
Q2 		$2.22K Buy
25
+14
+127% +$1.13K ﹤0.01% 1143
2025
Q1 		$922 Buy
+11
New +$977 ﹤0.01% 1291
2024
Q4 		– Sell
-42
Closed -$3.83K – 1442
2024
Q3 		$3.83K Sell
42
-11,764
-100% -$981K ﹤0.01% 629
2024
Q2 		$877K Buy
+11,806
New +$843K 0.22% 58

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

True Wealth Design's JXN Position: Q2 2026 in Review

True Wealth Design held its Jackson Financial (JXN) position steady in Q2 2026 at 142 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

True Wealth Design first reported a position in JXN in Q2 2024 and has held it in 8 quarters since. The position peaked at $877K in Q2 2024. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • True Wealth Design held 142 shares of Jackson Financial worth $14.5K as of Q2 2026.
  • True Wealth Design left its Jackson Financial share count unchanged in Q2 2026.
  • Jackson Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #938 holding.
  • True Wealth Design first reported a position in Jackson Financial in Q2 2024 and has held it in 8 quarters since.
  • True Wealth Design's Jackson Financial position peaked at $877K in Q2 2024.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.