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Concorde Asset Management’s Jackson Financial JXN Stock Holding History

Concorde Asset Management’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 		– Sell
-2,000
Closed -$213K – 231
2025
Q4 		$213K Sell
2,000
-100
-5% -$9.95K 0.09% 219
2025
Q3 		$212K Buy
+2,100
New +$196K 0.09% 205
2025
Q1 		– Sell
-2,900
Closed -$253K – 188
2024
Q4 		$253K Sell
2,900
-500
-15% -$48.8K 0.13% 146
2024
Q3 		$310K Sell
3,400
-1,300
-28% -$108K 0.18% 110
2024
Q2 		$349K Sell
4,700
-300
-6% -$21.4K 0.22% 88
2024
Q1 		$331K Sell
5,000
-500
-9% -$27.1K 0.23% 81
2023
Q4 		$282K Buy
+5,500
New +$242K 0.19% 112

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

Concorde Asset Management's JXN Position: Q1 2026 in Review

Concorde Asset Management sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 2,000 shares — an estimated $213K sold.

Concorde Asset Management first reported a position in JXN in Q4 2023 and held it in 7 quarters. The position peaked at $349K in Q2 2024. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Concorde Asset Management reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
  • Concorde Asset Management sold 2,000 Jackson Financial shares in Q1 2026, an estimated $213K.
  • Concorde Asset Management first reported a position in Jackson Financial in Q4 2023 and held it in 7 quarters.
  • Concorde Asset Management's Jackson Financial position peaked at $349K in Q2 2024.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.