CV Advisors’s Jackson Financial JXN Stock Holding History

CV Advisors’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	$1.01M	Hold	7,800	–	–	0.17%	52
2026 Q2	$799K	Hold	7,800	–	–	0.15%	66
2026 Q1	$825K	Hold	7,800	–	–	0.23%	26
2025 Q4	$832K	Hold	7,800	–	–	0.21%	27
2025 Q3	$790K	Hold	7,800	–	–	0.22%	26
2025 Q2	$693K	Hold	7,800	–	–	0.21%	23
2025 Q1	$653K	Hold	7,800	–	–	0.23%	21
2024 Q4	$679K	Buy	+7,800	New	+$762K	0.24%	20

Other funds holding JXN

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

CV Advisors's JXN Position: Q3 2026 in Review

CV Advisors held its Jackson Financial (JXN) position steady in Q3 2026 at 7,800 shares worth $1.01M. The position accounts for 0.17% of the portfolio, ranked #52.

CV Advisors first reported a position in JXN in Q4 2024 and has held it in 8 quarters since. 155 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

CV Advisors held 7,800 shares of Jackson Financial worth $1.01M as of Q3 2026.
CV Advisors left its Jackson Financial share count unchanged in Q3 2026.
Jackson Financial made up 0.17% of CV Advisors's portfolio in Q3 2026, its #52 holding.
CV Advisors first reported a position in Jackson Financial in Q4 2024 and has held it in 8 quarters since.
155 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.