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Adams Wealth Management’s Jackson Financial JXN Stock Holding History

Adams Wealth 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
Q1 		– Sell
-2,805
Closed -$301K – 163
2025
Q4 		$301K Hold
2,805
– – 0.06% 134
2025
Q3 		$282K Hold
2,805
– – 0.06% 138
2025
Q2 		$250K Hold
2,805
– – 0.05% 148
2025
Q1 		$234K Buy
+2,805
New +$249K 0.05% 122

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Adams Wealth Management's JXN Position: Q1 2026 in Review

Adams Wealth Management sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 2,805 shares — an estimated $301K sold.

Adams Wealth Management first reported a position in JXN in Q1 2025 and held it in 4 quarters. The position peaked at $301K in Q4 2025. 517 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Adams Wealth Management reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
  • Adams Wealth Management sold 2,805 Jackson Financial shares in Q1 2026, an estimated $301K.
  • Adams Wealth Management first reported a position in Jackson Financial in Q1 2025 and held it in 4 quarters.
  • Adams Wealth Management's Jackson Financial position peaked at $301K in Q4 2025.
  • 517 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.