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Valmark Advisers’s Jackson Financial JXN Stock Holding History

Valmark Advisers’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 		$214K Hold
2,093
– – ﹤0.01% 701
2026
Q1 		$221K Buy
2,093
+3
+0.1% +$336 ﹤0.01% 648
2025
Q4 		$223K Hold
2,090
– – ﹤0.01% 618
2025
Q3 		$212K Buy
+2,090
New +$195K ﹤0.01% 631

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

Valmark Advisers's JXN Position: Q2 2026 in Review

Valmark Advisers held its Jackson Financial (JXN) position steady in Q2 2026 at 2,093 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Valmark Advisers first reported a position in JXN in Q3 2025 and has held it in 4 quarters since. The position peaked at $223K in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Valmark Advisers held 2,093 shares of Jackson Financial worth $214K as of Q2 2026.
  • Valmark Advisers left its Jackson Financial share count unchanged in Q2 2026.
  • Jackson Financial made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #701 holding.
  • Valmark Advisers first reported a position in Jackson Financial in Q3 2025 and has held it in 4 quarters since.
  • Valmark Advisers's Jackson Financial position peaked at $223K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.