Capital Fund Management (CFM)
JXN icon

Capital Fund Management (CFM)’s Jackson Financial JXN Stock Holding History

Capital Fund Management (CFM)’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 		$6.75M Buy
65,959
+4,190
+7% +$454K 0.03% 774
2026
Q1 		$6.53M Sell
61,769
-33,555
-35% -$3.75M 0.03% 763
2025
Q4 		$10.2M Sell
95,324
-24,002
-20% -$2.39M 0.03% 821
2025
Q3 		$12.1M Buy
119,326
+6,442
+6% +$602K 0.03% 728
2025
Q2 		$10M Buy
112,884
+22,594
+25% +$1.83M 0.03% 746
2025
Q1 		$7.56M Buy
+90,290
New +$8.02M 0.02% 813
2024
Q3 		– Sell
-50,228
Closed -$3.73M – 2064
2024
Q2 		$3.73M Buy
50,228
+39,316
+360% +$2.81M 0.01% 1107
2024
Q1 		$722K Sell
10,912
-27,531
-72% -$1.49M ﹤0.01% 1799
2023
Q4 		$1.97M Buy
38,443
+23,143
+151% +$1.02M 0.01% 1541
2023
Q3 		$585K Sell
15,300
-17,000
-53% -$594K ﹤0.01% 1768
2023
Q2 		$989K Buy
+32,300
New +$1.04M ﹤0.01% 1409

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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital Fund Management (CFM)'s JXN Position: Q2 2026 in Review

Capital Fund Management (CFM) increased its Jackson Financial (JXN) stake by 6.8% in Q2 2026, buying an estimated $454K and bringing the position to 65,959 shares worth $6.75M. The position accounts for 0.03% of the portfolio, ranked #774.

Capital Fund Management (CFM) first reported a position in JXN in Q2 2023 and has held it in 11 quarters since. The position peaked at $12.1M in Q3 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Capital Fund Management (CFM) held 65,959 shares of Jackson Financial worth $6.75M as of Q2 2026.
  • Capital Fund Management (CFM) bought 4,190 Jackson Financial shares in Q2 2026, an estimated $454K.
  • Jackson Financial made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #774 holding.
  • Capital Fund Management (CFM) first reported a position in Jackson Financial in Q2 2023 and has held it in 11 quarters since.
  • Capital Fund Management (CFM)'s Jackson Financial position peaked at $12.1M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.