Everence Capital Management’s Jackson Financial JXN Stock Holding History

Everence Capital 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	$434K	Sell	4,108 -1,162	-22%	-$130K	0.03%	425
2025 Q4	$562K	Hold	5,270	–	–	0.03%	357
2025 Q3	$533K	Hold	5,270	–	–	0.03%	374
2025 Q2	$468K	Hold	5,270	–	–	0.03%	399
2025 Q1	$442K	Hold	5,270	–	–	0.03%	401
2024 Q4	$459K	Sell	5,270 -3,710	-41%	-$362K	0.03%	392
2024 Q3	$819K	Hold	8,980	–	–	0.05%	282
2024 Q2	$614	Hold	8,980	–	–	0.04%	332
2024 Q1	$594	Hold	8,980	–	–	0.04%	357
2023 Q4	$460K	Hold	8,980	–	–	0.03%	424
2023 Q3	$343	Buy	+8,980	New	+$314K	0.03%	503

Other funds holding JXN

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Everence Capital Management's JXN Position: Q1 2026 in Review

Everence Capital Management reduced its Jackson Financial (JXN) stake by 22% in Q1 2026, selling an estimated $130K and leaving 4,108 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #425.

Everence Capital Management first reported a position in JXN in Q3 2023 and has held it in 11 quarters since. The position peaked at $819K in Q3 2024. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

Everence Capital Management held 4,108 shares of Jackson Financial worth $434K as of Q1 2026.
Everence Capital Management sold 1,162 Jackson Financial shares in Q1 2026, an estimated $130K.
Jackson Financial made up 0.03% of Everence Capital Management's portfolio in Q1 2026, its #425 holding.
Everence Capital Management first reported a position in Jackson Financial in Q3 2023 and has held it in 11 quarters since.
Everence Capital Management's Jackson Financial position peaked at $819K in Q3 2024.
512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.