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
Q2 		$861K Sell
8,410
-2,034
-19% -$220K ﹤0.01% 2769
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's JXN Position: Q2 2026 in Review

Creative Planning reduced its Jackson Financial (JXN) stake by 19% in Q2 2026, selling an estimated $220K and leaving 8,410 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Creative Planning first reported a position in JXN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q4 2025. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Creative Planning held 8,410 shares of Jackson Financial worth $861K as of Q2 2026.
  • Creative Planning sold 2,034 Jackson Financial shares in Q2 2026, an estimated $220K.
  • Jackson Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2769 holding.
  • Creative Planning first reported a position in Jackson Financial in Q3 2023 and has held it in 12 quarters since.
  • Creative Planning's Jackson Financial position peaked at $1.22M in Q4 2025.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.