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Wellington Shields & Co’s Jackson Financial JXN Stock Holding History

Wellington Shields & Co’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 		$1.21M Sell
11,816
-111
-0.9% -$12K 0.27% 85
2026
Q1 		$1.26M Sell
11,927
-236
-2% -$26.4K 0.32% 72
2025
Q4 		$1.3M Sell
12,163
-212
-2% -$21.1K 0.32% 71
2025
Q3 		$1.25M Hold
12,375
– – 0.33% 73
2025
Q2 		$1.1M Hold
12,375
– – 0.31% 74
2025
Q1 		$1.04M Hold
12,375
– – 0.32% 74
2024
Q4 		$1.08M Sell
12,375
-10
-0.1% -$977 0.33% 72
2024
Q3 		$1.13M Buy
12,385
+1
+0% +$83 0.34% 75
2024
Q2 		$920K Sell
12,384
-27
-0.2% -$1.93K 0.3% 84
2024
Q1 		$821K Hold
12,411
– – 0.28% 88
2023
Q4 		$635K Sell
12,411
-233
-2% -$10.3K 0.23% 95
2023
Q3 		$483K Buy
12,644
+33
+0.3% +$1.15K 0.12% 120
2023
Q2 		$386K Sell
12,611
-925
-7% -$29.8K 0.09% 134
2023
Q1 		$506K Buy
13,536
+1,609
+13% +$66.1K 0.11% 118
2022
Q4 		$415K Sell
11,927
-765
-6% -$26.6K 0.09% 128
2022
Q3 		$352K Buy
12,692
+1,378
+12% +$40.7K 0.15% 129
2022
Q2 		$303K Buy
11,314
+3,037
+37% +$111K 0.07% 148
2022
Q1 		$366K Buy
+8,277
New +$345K 0.12% 141

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

Wellington Shields & Co's JXN Position: Q2 2026 in Review

Wellington Shields & Co reduced its Jackson Financial (JXN) stake by 0.93% in Q2 2026, selling an estimated $12K and leaving 11,816 shares worth $1.21M. The position accounts for 0.27% of the portfolio, ranked #85.

Wellington Shields & Co first reported a position in JXN in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.3M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Wellington Shields & Co held 11,816 shares of Jackson Financial worth $1.21M as of Q2 2026.
  • Wellington Shields & Co sold 111 Jackson Financial shares in Q2 2026, an estimated $12K.
  • Jackson Financial made up 0.27% of Wellington Shields & Co's portfolio in Q2 2026, its #85 holding.
  • Wellington Shields & Co first reported a position in Jackson Financial in Q1 2022 and has held it in 18 quarters since.
  • Wellington Shields & Co's Jackson Financial position peaked at $1.3M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

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