Covestor
JXN icon

Covestor’s Jackson Financial JXN Stock Holding History

Covestor’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
Q3 		$11K Sell
87
-89
-51% -$11.4K 0.01% 1396
2026
Q2 		$18K Sell
176
-733
-81% -$79.4K 0.01% 1221
2026
Q1 		$96K Buy
909
+117
+15% +$13.1K 0.07% 304
2025
Q4 		$85K Sell
792
-312
-28% -$31K 0.04% 658
2025
Q3 		$112K Sell
1,104
-230
-17% -$21.5K 0.06% 514
2025
Q2 		$118K Buy
1,334
+1,119
+520% +$90.6K 0.07% 454
2025
Q1 		$18K Sell
215
-1,771
-89% -$157K 0.01% 1232
2024
Q4 		$173K Buy
1,986
+436
+28% +$42.6K 0.11% 241
2024
Q3 		$141K Sell
1,550
-66
-4% -$5.5K 0.09% 342
2024
Q2 		$120K Sell
1,616
-993
-38% -$70.9K 0.08% 388
2024
Q1 		$173K Sell
2,609
-903
-26% -$49K 0.11% 215
2023
Q4 		$180K Sell
3,512
-3,807
-52% -$168K 0.12% 191
2023
Q3 		$280K Buy
7,319
+1,186
+19% +$41.4K 0.21% 51
2023
Q2 		$187K Sell
6,133
-417
-6% -$13.4K 0.14% 141
2023
Q1 		$245K Buy
6,550
+419
+7% +$17.2K 0.21% 62
2022
Q4 		$213K Sell
6,131
-1,326
-18% -$46.1K 0.17% 94
2022
Q3 		$207K Buy
+7,457
New +$220K 0.18% 78

Other funds holding JXN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Covestor's JXN Position: Q3 2026 in Review

Covestor reduced its Jackson Financial (JXN) stake by 51% in Q3 2026, selling an estimated $11.4K and leaving 87 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1396.

Covestor first reported a position in JXN in Q3 2022 and has held it in 17 quarters since. The position peaked at $280K in Q3 2023. 439 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • Covestor held 87 shares of Jackson Financial worth $11K as of Q3 2026.
  • Covestor sold 89 Jackson Financial shares in Q3 2026, an estimated $11.4K.
  • Jackson Financial made up 0.01% of Covestor's portfolio in Q3 2026, its #1396 holding.
  • Covestor first reported a position in Jackson Financial in Q3 2022 and has held it in 17 quarters since.
  • Covestor's Jackson Financial position peaked at $280K in Q3 2023.
  • 439 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.