Wellington Shields Capital Management’s Jackson Financial JXN Stock Holding History

Wellington Shields Capital Management’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	$12.1K	Hold	118	–	–	﹤0.01%	326
2026 Q1	$12.5K	Hold	118	–	–	﹤0.01%	317
2025 Q4	$12.6K	Hold	118	–	–	﹤0.01%	309
2025 Q3	$11.9K	Hold	118	–	–	﹤0.01%	329
2025 Q2	$10.5K	Sell	118 -20	-14%	-$1.62K	﹤0.01%	315
2025 Q1	$11.6K	Hold	138	–	–	﹤0.01%	307
2024 Q4	$12K	Hold	138	–	–	﹤0.01%	301
2024 Q3	$12.6K	Hold	138	–	–	﹤0.01%	307
2024 Q2	$10.2K	Hold	138	–	–	﹤0.01%	301
2024 Q1	$9.13K	Hold	138	–	–	﹤0.01%	296
2023 Q4	$7.07K	Hold	138	–	–	﹤0.01%	294
2023 Q3	$5.27K	Hold	138	–	–	﹤0.01%	298
2023 Q2	$4.22K	Hold	138	–	–	﹤0.01%	304
2023 Q1	$5.16K	Hold	138	–	–	﹤0.01%	313
2022 Q4	$4.8K	Buy	138 +8	+6%	+$278	﹤0.01%	306
2022 Q3	$4K	Buy	+130	New	+$3.84K	﹤0.01%	297

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 $3.38T AUM 44.17% 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

Wellington Shields Capital Management's JXN Position: Q2 2026 in Review

Wellington Shields Capital Management held its Jackson Financial (JXN) position steady in Q2 2026 at 118 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Wellington Shields Capital Management first reported a position in JXN in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.6K in Q3 2024. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Wellington Shields Capital Management held 118 shares of Jackson Financial worth $12.1K as of Q2 2026.
Wellington Shields Capital Management left its Jackson Financial share count unchanged in Q2 2026.
Jackson Financial made up ﹤0.01% of Wellington Shields Capital Management's portfolio in Q2 2026, its #326 holding.
Wellington Shields Capital Management first reported a position in Jackson Financial in Q3 2022 and has held it in 16 quarters since.
Wellington Shields Capital Management's Jackson Financial position peaked at $12.6K in Q3 2024.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.