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JXN icon

Carson Advisory’s Jackson Financial JXN Stock Holding History

Carson Advisory’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 		$2.22M Sell
20,971
-1,274
-6% -$143K 1.15% 20
2025
Q4 		$2.37M Sell
22,245
-2,366
-10% -$235K 1.23% 18
2025
Q3 		$2.49M Sell
24,611
-3,319
-12% -$310K 1.34% 18
2025
Q2 		$2.48M Sell
27,930
-348
-1% -$28.2K 1.58% 16
2025
Q1 		$2.37M Sell
28,278
-1,104
-4% -$98K 1.6% 17
2024
Q4 		$2.56M Sell
29,382
-3,803
-11% -$371K 1.78% 12
2024
Q3 		$3.03M Sell
33,185
-2,594
-7% -$216K 1.9% 11
2024
Q2 		$2.66M Sell
35,779
-4,098
-10% -$293K 1.86% 10
2024
Q1 		$2.64M Sell
39,877
-3,003
-7% -$163K 1.86% 10
2023
Q4 		$2.2M Sell
42,880
-1,498
-3% -$65.9K 1.71% 10
2023
Q3 		$1.7M Buy
44,378
+1,703
+4% +$59.5K 1.49% 12
2023
Q2 		$1.31M Buy
42,675
+2,498
+6% +$80.5K 1.1% 23
2023
Q1 		$1.5M Buy
40,177
+703
+2% +$28.9K 1.34% 18
2022
Q4 		$1.37M Sell
39,474
-694
-2% -$24.1K 1.32% 20
2022
Q3 		$1.11M Buy
40,168
+18,801
+88% +$555K 1.24% 20
2022
Q2 		$572K Buy
21,367
+15,100
+241% +$551K 0.64% 48
2022
Q1 		$277K Buy
+6,267
New +$261K 0.28% 94

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

Carson Advisory's JXN Position: Q1 2026 in Review

Carson Advisory reduced its Jackson Financial (JXN) stake by 5.7% in Q1 2026, selling an estimated $143K and leaving 20,971 shares worth $2.22M. The position accounts for 1.15% of the portfolio, ranked #20.

Carson Advisory first reported a position in JXN in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.03M in Q3 2024. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Carson Advisory held 20,971 shares of Jackson Financial worth $2.22M as of Q1 2026.
  • Carson Advisory sold 1,274 Jackson Financial shares in Q1 2026, an estimated $143K.
  • Jackson Financial made up 1.15% of Carson Advisory's portfolio in Q1 2026, its #20 holding.
  • Carson Advisory first reported a position in Jackson Financial in Q1 2022 and has held it in 17 quarters since.
  • Carson Advisory's Jackson Financial position peaked at $3.03M in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.