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
2025
Q2 		– Sell
-10,200
Closed -$855K – 2429
2025
Q1 		$855K Buy
+10,200
New +$906K ﹤0.01% 1721
2023
Q4 		– Sell
-11,800
Closed -$451K – 2212
2023
Q3 		$451K Buy
+11,800
New +$412K ﹤0.01% 1813

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

Capital Fund Management (CFM)'s JXN Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Jackson Financial (JXN) stake by 35% in Q1 2026, selling an estimated $3.75M and leaving 61,769 shares worth $6.53M. The position accounts for 0.03% of the portfolio, ranked #763.

Capital Fund Management (CFM) first reported a position in JXN in Q2 2023 and has held it in 10 quarters since. The position peaked at $12.1M in Q3 2025. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Capital Fund Management (CFM) held 61,769 shares of Jackson Financial worth $6.53M as of Q1 2026.
  • Capital Fund Management (CFM) sold 33,555 Jackson Financial shares in Q1 2026, an estimated $3.75M.
  • Jackson Financial made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #763 holding.
  • Capital Fund Management (CFM) first reported a position in Jackson Financial in Q2 2023 and has held it in 10 quarters since.
  • Capital Fund Management (CFM)'s Jackson Financial position peaked at $12.1M in Q3 2025.
  • 513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.