Y-Intercept (HK)’s Jackson Financial JXN Stock Holding History

Y-Intercept (HK)’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	$1.35M	Sell	13,224 -6,617	-33%	-$717K	0.03%	903
2026 Q1	$2.1M	Sell	19,841 -17,536	-47%	-$1.96M	0.04%	686
2025 Q4	$3.99M	Buy	37,377 +35,047	+1,504%	+$3.49M	0.09%	305
2025 Q3	$236K	Sell	2,330 -32,588	-93%	-$3.04M	0.01%	1439
2025 Q2	$3.1M	Buy	+34,918	New	+$2.83M	0.08%	404
2024 Q3	–	Sell	-10,926	Closed	-$811K	–	1561
2024 Q2	$811K	Buy	+10,926	New	+$781K	0.04%	588
2023 Q1	–	Sell	-6,541	Closed	-$228K	–	1349
2022 Q4	$228K	Buy	+6,541	New	+$227K	0.03%	777

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

Y-Intercept (HK)'s JXN Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Jackson Financial (JXN) stake by 33% in Q2 2026, selling an estimated $717K and leaving 13,224 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #903.

Y-Intercept (HK) first reported a position in JXN in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.99M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Y-Intercept (HK) held 13,224 shares of Jackson Financial worth $1.35M as of Q2 2026.
Y-Intercept (HK) sold 6,617 Jackson Financial shares in Q2 2026, an estimated $717K.
Jackson Financial made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #903 holding.
Y-Intercept (HK) first reported a position in Jackson Financial in Q4 2022 and has held it in 7 quarters since.
Y-Intercept (HK)'s Jackson Financial position peaked at $3.99M in Q4 2025.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.