WIM
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Westside Investment Management’s Jackson Financial JXN Stock Holding History

Westside Investment 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 		$4.1K Hold
40
– – ﹤0.01% 1266
2026
Q1 		$4.23K Hold
40
– – ﹤0.01% 1260
2025
Q4 		$4.27K Hold
40
– – ﹤0.01% 1250
2025
Q3 		$4.05K Hold
40
– – ﹤0.01% 1284
2025
Q2 		$3.55K Hold
40
– – ﹤0.01% 1181
2025
Q1 		$3.35K Hold
40
– – ﹤0.01% 840
2024
Q4 		$3.48K Buy
+40
New +$3.91K ﹤0.01% 832

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

Westside Investment Management's JXN Position: Q2 2026 in Review

Westside Investment Management held its Jackson Financial (JXN) position steady in Q2 2026 at 40 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Westside Investment Management first reported a position in JXN in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.27K in Q4 2025. 503 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Westside Investment Management held 40 shares of Jackson Financial worth $4.1K as of Q2 2026.
  • Westside Investment Management left its Jackson Financial share count unchanged in Q2 2026.
  • Jackson Financial made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1266 holding.
  • Westside Investment Management first reported a position in Jackson Financial in Q4 2024 and has held it in 7 quarters since.
  • Westside Investment Management's Jackson Financial position peaked at $4.27K in Q4 2025.
  • 503 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.