Wealth Enhancement Advisory Services’s Jackson Financial JXN Stock Holding History

Wealth Enhancement Advisory Services’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	$1.15M	Buy	9,838 +436	+5%	+$47.2K	﹤0.01%	1976
2026 Q1	$975K	Sell	9,402 -4,820	-34%	-$539K	﹤0.01%	1822
2025 Q4	$1.61M	Buy	14,222 +3,394	+31%	+$338K	﹤0.01%	1646
2025 Q3	$1.09M	Buy	10,828 +2,388	+28%	+$223K	﹤0.01%	1797
2025 Q2	$751K	Buy	8,440 +3,805	+82%	+$308K	﹤0.01%	1919
2025 Q1	$388K	Buy	4,635 +547	+13%	+$48.6K	﹤0.01%	2230
2024 Q4	$356K	Buy	4,088 +41	+1%	+$4K	﹤0.01%	2239
2024 Q3	$369K	Buy	4,047 +396	+11%	+$33K	﹤0.01%	2038
2024 Q2	$271K	Buy	+3,651	New	+$261K	﹤0.01%	2053

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

Wealth Enhancement Advisory Services's JXN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Jackson Financial (JXN) stake by 4.6% in Q2 2026, buying an estimated $47.2K and bringing the position to 9,838 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Wealth Enhancement Advisory Services first reported a position in JXN in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.61M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Wealth Enhancement Advisory Services held 9,838 shares of Jackson Financial worth $1.15M as of Q2 2026.
Wealth Enhancement Advisory Services bought 436 Jackson Financial shares in Q2 2026, an estimated $47.2K.
Jackson Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1976 holding.
Wealth Enhancement Advisory Services first reported a position in Jackson Financial in Q2 2024 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's Jackson Financial position peaked at $1.61M in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.