Creative Planning
JXN icon

Creative Planning’s Jackson Financial JXN Stock Holding History

Creative Planning’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 		$1.1M Sell
10,444
-1,017
-9% -$114K ﹤0.01% 2374
2025
Q4 		$1.22M Buy
11,461
+2,384
+26% +$237K ﹤0.01% 2121
2025
Q3 		$919K Buy
9,077
+1,744
+24% +$163K ﹤0.01% 2188
2025
Q2 		$651K Sell
7,333
-209
-3% -$16.9K ﹤0.01% 2230
2025
Q1 		$632K Buy
7,542
+621
+9% +$55.1K ﹤0.01% 2081
2024
Q4 		$603K Buy
6,921
+2,880
+71% +$281K ﹤0.01% 2055
2024
Q3 		$369K Buy
4,041
+373
+10% +$31.1K ﹤0.01% 2358
2024
Q2 		$272K Sell
3,668
-25
-0.7% -$1.79K ﹤0.01% 2437
2024
Q1 		$244K Sell
3,693
-1,826
-33% -$99.1K ﹤0.01% 2422
2023
Q4 		$283K Sell
5,519
-3,778
-41% -$166K ﹤0.01% 2132
2023
Q3 		$355K Buy
+9,297
New +$325K ﹤0.01% 1794

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

Creative Planning's JXN Position: Q1 2026 in Review

Creative Planning reduced its Jackson Financial (JXN) stake by 8.9% in Q1 2026, selling an estimated $114K and leaving 10,444 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Creative Planning first reported a position in JXN in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Creative Planning held 10,444 shares of Jackson Financial worth $1.1M as of Q1 2026.
  • Creative Planning sold 1,017 Jackson Financial shares in Q1 2026, an estimated $114K.
  • Jackson Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2374 holding.
  • Creative Planning first reported a position in Jackson Financial in Q3 2023 and has held it in 11 quarters since.
  • Creative Planning's Jackson Financial position peaked at $1.22M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.