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Evelyn Partners Investment Management Services’s Jackson Financial JXN Stock Holding History

Evelyn Partners Investment Management Services’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 		$35.6K Hold
337
– – ﹤0.01% 195
2025
Q4 		$35.9K Sell
337
-99
-23% -$9.85K ﹤0.01% 189
2025
Q3 		$44.1K Sell
436
-147
-25% -$13.7K 0.01% 188
2025
Q2 		$51.8K Buy
583
+111
+24% +$8.99K 0.01% 169
2025
Q1 		$39.5K Buy
472
+15
+3% +$1.33K 0.01% 174
2024
Q4 		$39.8K Buy
+457
New +$44.6K 0.01% 181

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Evelyn Partners Investment Management Services's JXN Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Jackson Financial (JXN) position steady in Q1 2026 at 337 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Evelyn Partners Investment Management Services first reported a position in JXN in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.8K in Q2 2025. 514 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Evelyn Partners Investment Management Services held 337 shares of Jackson Financial worth $35.6K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Jackson Financial share count unchanged in Q1 2026.
  • Jackson Financial made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #195 holding.
  • Evelyn Partners Investment Management Services first reported a position in Jackson Financial in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Jackson Financial position peaked at $51.8K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.