CIM
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Cambria Investment Management’s Jackson Financial JXN Stock Holding History

Cambria Investment 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 		$9.8M Buy
92,672
+4,347
+5% +$486K 0.55% 51
2025
Q4 		$9.42M Sell
88,325
-8,945
-9% -$890K 0.55% 23
2025
Q3 		$9.85M Buy
97,270
+90,919
+1,432% +$8.49M 0.6% 49
2025
Q2 		$564K Buy
6,351
+11
+0.2% +$891 0.04% 230
2025
Q1 		$531K Sell
6,340
-3,192
-33% -$283K 0.04% 175
2024
Q4 		$830K Sell
9,532
-220
-2% -$21.5K 0.05% 159
2024
Q3 		$890K Sell
9,752
-1,984
-17% -$165K 0.05% 145
2024
Q2 		$872K Sell
11,736
-21
-0.2% -$1.5K 0.05% 143
2024
Q1 		$778K Buy
11,757
+3,500
+42% +$190K 0.05% 153
2023
Q4 		$423K Buy
+8,257
New +$363K 0.03% 220
2023
Q2 		– Sell
-16,462
Closed -$616K – 296
2023
Q1 		$616K Buy
+16,462
New +$676K 0.05% 178

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

Cambria Investment Management's JXN Position: Q1 2026 in Review

Cambria Investment Management increased its Jackson Financial (JXN) stake by 4.9% in Q1 2026, buying an estimated $486K and bringing the position to 92,672 shares worth $9.8M. The position accounts for 0.55% of the portfolio, ranked #51.

Cambria Investment Management first reported a position in JXN in Q1 2023 and has held it in 11 quarters since. The position peaked at $9.85M in Q3 2025. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Cambria Investment Management held 92,672 shares of Jackson Financial worth $9.8M as of Q1 2026.
  • Cambria Investment Management bought 4,347 Jackson Financial shares in Q1 2026, an estimated $486K.
  • Jackson Financial made up 0.55% of Cambria Investment Management's portfolio in Q1 2026, its #51 holding.
  • Cambria Investment Management first reported a position in Jackson Financial in Q1 2023 and has held it in 11 quarters since.
  • Cambria Investment Management's Jackson Financial position peaked at $9.85M in Q3 2025.
  • 513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.