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Valued Wealth Advisors’s Jackson Financial JXN Stock Holding History

Valued Wealth 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 		$6.14K Buy
60
+58
+2,900% +$6.28K ﹤0.01% 409
2026
Q1 		$212 Buy
2
+1
+100% +$112 ﹤0.01% 702
2025
Q4 		$107 Buy
+1
New +$99 ﹤0.01% 614
2024
Q2 		– Sell
-1,000
Closed -$66.1K – 619
2024
Q1 		$66.1K Buy
+1,000
New +$54.3K 0.05% 58

Other funds holding JXN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Valued Wealth Advisors's JXN Position: Q2 2026 in Review

Valued Wealth Advisors increased its Jackson Financial (JXN) stake by 2,900% in Q2 2026, buying an estimated $6.28K and bringing the position to 60 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Valued Wealth Advisors first reported a position in JXN in Q1 2024 and has held it in 4 quarters since. The position peaked at $66.1K in Q1 2024. 99 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Valued Wealth Advisors held 60 shares of Jackson Financial worth $6.14K as of Q2 2026.
  • Valued Wealth Advisors bought 58 Jackson Financial shares in Q2 2026, an estimated $6.28K.
  • Jackson Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #409 holding.
  • Valued Wealth Advisors first reported a position in Jackson Financial in Q1 2024 and has held it in 4 quarters since.
  • Valued Wealth Advisors's Jackson Financial position peaked at $66.1K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.