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Ameritas Investment Partners’s Jackson Financial JXN Stock Holding History

Ameritas Investment Partners’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 		$585K Sell
5,534
-188
-3% -$21K 0.02% 788
2025
Q4 		$610K Sell
5,722
-271
-5% -$27K 0.02% 772
2025
Q3 		$607K Sell
5,993
-1,276
-18% -$119K 0.02% 761
2025
Q2 		$645K Sell
7,269
-130
-2% -$10.5K 0.02% 742
2025
Q1 		$620K Sell
7,399
-272
-4% -$24.2K 0.02% 739
2024
Q4 		$668K Buy
7,671
+79
+1% +$7.71K 0.02% 727
2024
Q3 		$693K Buy
7,592
+110
+1% +$9.18K 0.02% 732
2024
Q2 		$556K Sell
7,482
-486
-6% -$34.7K 0.02% 775
2024
Q1 		$527K Sell
7,968
-613
-7% -$33.3K 0.02% 796
2023
Q4 		$439K Buy
8,581
+489
+6% +$21.5K 0.02% 848
2023
Q3 		$309K Buy
8,092
+1,366
+20% +$47.7K 0.01% 944
2023
Q2 		$206K Buy
6,726
+731
+12% +$23.5K 0.01% 1114
2023
Q1 		$224K Hold
5,995
– – 0.01% 1030
2022
Q4 		$249K Hold
5,995
– – 0.01% 1011
2022
Q3 		$166K Buy
5,995
+330
+6% +$9.75K 0.01% 1158
2022
Q2 		$151K Buy
+5,665
New +$207K 0.01% 1232

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

Ameritas Investment Partners's JXN Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Jackson Financial (JXN) stake by 3.3% in Q1 2026, selling an estimated $21K and leaving 5,534 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #788.

Ameritas Investment Partners first reported a position in JXN in Q2 2022 and has held it in 16 quarters since. The position peaked at $693K in Q3 2024. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Ameritas Investment Partners held 5,534 shares of Jackson Financial worth $585K as of Q1 2026.
  • Ameritas Investment Partners sold 188 Jackson Financial shares in Q1 2026, an estimated $21K.
  • Jackson Financial made up 0.02% of Ameritas Investment Partners's portfolio in Q1 2026, its #788 holding.
  • Ameritas Investment Partners first reported a position in Jackson Financial in Q2 2022 and has held it in 16 quarters since.
  • Ameritas Investment Partners's Jackson Financial position peaked at $693K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.