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Counterpoint Mutual Funds’s Jackson Financial JXN Stock Holding History

Counterpoint Mutual Funds’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
-2,793
Closed -$298K – 396
2025
Q4 		$298K Sell
2,793
-636
-19% -$63.3K 0.02% 249
2025
Q3 		$347K Sell
3,429
-4,778
-58% -$446K 0.03% 266
2025
Q2 		$729K Sell
8,207
-1,231
-13% -$99.7K 0.06% 94
2025
Q1 		$791K Buy
9,438
+1,520
+19% +$135K 0.11% 74
2024
Q4 		$689K Buy
7,918
+2,917
+58% +$285K 0.09% 97
2024
Q3 		$456K Sell
5,001
-9,917
-66% -$827K 0.09% 107
2024
Q2 		$1.11M Buy
14,918
+11,077
+288% +$791K 0.26% 13
2024
Q1 		$254K Sell
3,841
-277
-7% -$15K 0.06% 123
2023
Q4 		$211K Buy
+4,118
New +$181K 0.08% 52
2023
Q3 		– Sell
-4,205
Closed -$129K – 390
2023
Q2 		$129K Buy
4,205
+1,185
+39% +$38.2K 0.12% 83
2023
Q1 		$113K Sell
3,020
-3,786
-56% -$155K 0.1% 98
2022
Q4 		$237K Buy
+6,806
New +$236K 0.25% 35
2022
Q3 		– Sell
-4,699
Closed -$126K – 295
2022
Q2 		$126K Buy
4,699
+2,708
+136% +$98.7K 0.09% 116
2022
Q1 		$88K Buy
+1,991
New +$83K 0.07% 39

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

Counterpoint Mutual Funds's JXN Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 2,793 shares — an estimated $298K sold.

Counterpoint Mutual Funds first reported a position in JXN in Q1 2022 and held it in 14 quarters. The position peaked at $1.11M in Q2 2024. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 2,793 Jackson Financial shares in Q1 2026, an estimated $298K.
  • Counterpoint Mutual Funds first reported a position in Jackson Financial in Q1 2022 and held it in 14 quarters.
  • Counterpoint Mutual Funds's Jackson Financial position peaked at $1.11M in Q2 2024.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.