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
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 		$1,000K 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% 5036
2022
Q1 		$1K Sell
15
-3
-17% -$125 ﹤0.01% 4704
2021
Q4 		$1K Sell
18
-58
-76% -$1.9K ﹤0.01% 4582
2021
Q3 		$2K Buy
+76
New +$2.07K ﹤0.01% 4269

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

CAPTRUST Financial Advisors's JXN Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Jackson Financial (JXN) stake by 19% in Q1 2026, buying an estimated $60.4K and bringing the position to 3,368 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

CAPTRUST Financial Advisors first reported a position in JXN in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.4M in Q4 2023. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • CAPTRUST Financial Advisors held 3,368 shares of Jackson Financial worth $356K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 540 Jackson Financial shares in Q1 2026, an estimated $60.4K.
  • Jackson Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2274 holding.
  • CAPTRUST Financial Advisors first reported a position in Jackson Financial in Q3 2021 and has held it in 9 quarters since.
  • CAPTRUST Financial Advisors's Jackson Financial position peaked at $1.4M in Q4 2023.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.