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CVA Family Office’s Jackson Financial JXN Stock Holding History

CVA Family Office’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 		$8.25K Buy
+78
New +$8.72K ﹤0.01% 1056
2025
Q2 		– Sell
-6
Closed -$503 – 1374
2025
Q1 		$503 Buy
+6
New +$533 ﹤0.01% 1270

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

CVA Family Office's JXN Position: Q1 2026 in Review

CVA Family Office opened a new position in Jackson Financial (JXN) in Q1 2026: 78 shares worth $8.25K. The stake represents ﹤0.01% of the portfolio and ranks #1056 among its holdings. This is a return to the name: CVA Family Office previously reported a position in JXN as recently as Q1 2025.

CVA Family Office first reported a position in JXN in Q1 2025 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • CVA Family Office held 78 shares of Jackson Financial worth $8.25K as of Q1 2026.
  • Jackson Financial was a new CVA Family Office position in Q1 2026.
  • Jackson Financial made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1056 holding.
  • CVA Family Office first reported a position in Jackson Financial in Q1 2025 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.