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

Evelyn Partners Investment Management’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 		$188K Sell
1,780
-738
-29% -$82.5K 0.01% 205
2025
Q4 		$269K Sell
2,518
-271
-10% -$27K 0.01% 190
2025
Q3 		$282K Buy
2,789
+195
+8% +$18.2K 0.01% 183
2025
Q2 		$230K Buy
2,594
+12
+0.5% +$972 0.01% 188
2025
Q1 		$216K Sell
2,582
-52
-2% -$4.62K 0.01% 187
2024
Q4 		$229K Buy
+2,634
New +$257K 0.01% 186

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's JXN Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Jackson Financial (JXN) stake by 29% in Q1 2026, selling an estimated $82.5K and leaving 1,780 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #205.

Evelyn Partners Investment Management first reported a position in JXN in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q3 2025. 514 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Evelyn Partners Investment Management held 1,780 shares of Jackson Financial worth $188K as of Q1 2026.
  • Evelyn Partners Investment Management sold 738 Jackson Financial shares in Q1 2026, an estimated $82.5K.
  • Jackson Financial made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #205 holding.
  • Evelyn Partners Investment Management first reported a position in Jackson Financial in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Jackson Financial position peaked at $282K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

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