CAPTRUST Financial Advisors
JXN icon

CAPTRUST Financial Advisors’s Jackson Financial JXN Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		$677K Buy
5,235
+1,705
+48% +$218K ﹤0.01% 2015
2026
Q2 		$361K Buy
3,530
+162
+5% +$17.6K ﹤0.01% 2429
2026
Q1 		$356K Buy
3,368
+540
+19% +$60.4K ﹤0.01% 2274
2025
Q4 		$302K Buy
+2,828
New +$281K ﹤0.01% 2246
2024
Q1 		– Sell
-27,309
Closed -$1.4M – 2412
2023
Q4 		$1.4M Buy
27,309
+1,148
+4% +$50.5K ﹤0.01% 1081
2023
Q3 		$1000K Buy
26,161
+644
+3% +$22.5K ﹤0.01% 1208
2023
Q2 		$781K Buy
+25,517
New +$822K ﹤0.01% 1356
2022
Q3 		– Sell
-8
Closed – – 3092
2022
Q2 		$0 Sell
8
-7
-47% -$255 ﹤0.01% 5035
2022
Q1 		$1K Sell
15
-3
-17% -$125 ﹤0.01% 4703
2021
Q4 		$1K Sell
18
-58
-76% -$1.9K ﹤0.01% 4581
2021
Q3 		$2K Buy
+76
New +$2.07K ﹤0.01% 4269

Other funds holding JXN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

CAPTRUST Financial Advisors's JXN Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Jackson Financial (JXN) stake by 48% in Q3 2026, buying an estimated $218K and bringing the position to 5,235 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

CAPTRUST Financial Advisors first reported a position in JXN in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.4M in Q4 2023. 355 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • CAPTRUST Financial Advisors held 5,235 shares of Jackson Financial worth $677K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 1,705 Jackson Financial shares in Q3 2026, an estimated $218K.
  • Jackson Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2015 holding.
  • CAPTRUST Financial Advisors first reported a position in Jackson Financial in Q3 2021 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's Jackson Financial position peaked at $1.4M in Q4 2023.
  • 355 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.