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Wetzel Investment Advisors’s Jackson Financial JXN Stock Holding History

Wetzel Investment 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 		$932K Buy
9,100
+6,800
+296% +$737K 0.32% 51
2026
Q1 		$243K Hold
2,300
– – 0.1% 121
2025
Q4 		$245K Buy
2,300
+100
+5% +$9.95K 0.1% 120
2025
Q3 		$223K Buy
+2,200
New +$206K 0.1% 122
2024
Q3 		– Sell
-1
Closed -$66 – 527
2024
Q2 		$66 Hold
1
– – ﹤0.01% 931
2024
Q1 		$64 Hold
1
– – ﹤0.01% 1034
2023
Q4 		$0 Buy
+1
New +$44 ﹤0.01% 1027

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 $3.38T AUM 44.17% 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

Wetzel Investment Advisors's JXN Position: Q2 2026 in Review

Wetzel Investment Advisors increased its Jackson Financial (JXN) stake by 296% in Q2 2026, buying an estimated $737K and bringing the position to 9,100 shares worth $932K. The position accounts for 0.32% of the portfolio, ranked #51.

Wetzel Investment Advisors first reported a position in JXN in Q4 2023 and has held it in 7 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Wetzel Investment Advisors held 9,100 shares of Jackson Financial worth $932K as of Q2 2026.
  • Wetzel Investment Advisors bought 6,800 Jackson Financial shares in Q2 2026, an estimated $737K.
  • Jackson Financial made up 0.32% of Wetzel Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Wetzel Investment Advisors first reported a position in Jackson Financial in Q4 2023 and has held it in 7 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.