Carson Wealth (CWM LLC)
JXN icon

Carson Wealth (CWM LLC)’s Jackson Financial JXN Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.39M Buy
13,111
+470
+4% +$52.6K ﹤0.01% 1369
2025
Q4 		$1.35M Buy
12,641
+4,219
+50% +$420K ﹤0.01% 1341
2025
Q3 		$853K Buy
8,422
+5,660
+205% +$529K ﹤0.01% 1502
2025
Q2 		$245K Buy
2,762
+787
+40% +$63.8K ﹤0.01% 2001
2025
Q1 		$165K Buy
1,975
+145
+8% +$12.9K ﹤0.01% 2056
2024
Q4 		$159K Buy
1,830
+170
+10% +$16.6K ﹤0.01% 1980
2024
Q3 		$151K Buy
1,660
+635
+62% +$53K ﹤0.01% 1926
2024
Q2 		$76K Buy
1,025
+457
+80% +$32.6K ﹤0.01% 2176
2024
Q1 		$38K Buy
568
+176
+45% +$9.56K ﹤0.01% 2480
2023
Q4 		$20K Buy
392
+209
+114% +$9.2K ﹤0.01% 2778
2023
Q3 		$7K Buy
183
+109
+147% +$3.81K ﹤0.01% 3304
2023
Q2 		$2K Sell
74
-12
-14% -$387 ﹤0.01% 3813
2023
Q1 		$3K Buy
86
+37
+76% +$1.52K ﹤0.01% 3526
2022
Q4 		$2K Buy
49
+11
+29% +$382 ﹤0.01% 3577
2022
Q3 		$1K Sell
38
-14
-27% -$414 ﹤0.01% 3678
2022
Q2 		$1K Buy
+52
New +$1.9K ﹤0.01% 3565
2022
Q1 		– Sell
-46
Closed -$2K – 3692
2021
Q4 		$2K Buy
+46
New +$1.51K ﹤0.01% 3135

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JXN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Jackson Financial (JXN) stake by 3.7% in Q1 2026, buying an estimated $52.6K and bringing the position to 13,111 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Carson Wealth (CWM LLC) first reported a position in JXN in Q4 2021 and has held it in 17 quarters since. 515 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,111 shares of Jackson Financial worth $1.39M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 470 Jackson Financial shares in Q1 2026, an estimated $52.6K.
  • Jackson Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1369 holding.
  • Carson Wealth (CWM LLC) first reported a position in Jackson Financial in Q4 2021 and has held it in 17 quarters since.
  • 515 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.