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Advisory Research’s Jackson Financial JXN Stock Holding History

Advisory Research’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 		$1.02M Buy
+9,608
New +$1.07M 0.12% 110

Other funds holding JXN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advisory Research's JXN Position: Q1 2026 in Review

Advisory Research opened a new position in Jackson Financial (JXN) in Q1 2026: 9,608 shares worth $1.02M. The stake represents 0.12% of the portfolio and ranks #110 among its holdings.

512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Advisory Research held 9,608 shares of Jackson Financial worth $1.02M as of Q1 2026.
  • Jackson Financial was a new Advisory Research position in Q1 2026.
  • Jackson Financial made up 0.12% of Advisory Research's portfolio in Q1 2026, its #110 holding.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.