Fidelity Investments
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Fidelity Investments’s Jackson Financial JXN Stock Holding History

Fidelity Investments’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 		$1.34M Buy
12,675
+995
+9% +$111K ﹤0.01% 2771
2025
Q4 		$1.25M Buy
11,680
+2,797
+31% +$278K ﹤0.01% 2767
2025
Q3 		$899K Buy
8,883
+677
+8% +$63.2K ﹤0.01% 2828
2025
Q2 		$729K Sell
8,206
-142,219
-95% -$11.5M ﹤0.01% 2834
2025
Q1 		$12.6M Buy
150,425
+114,596
+320% +$10.2M ﹤0.01% 1839
2024
Q4 		$3.12M Sell
35,829
-138,676
-79% -$13.5M ﹤0.01% 2306
2024
Q3 		$15.9M Buy
174,505
+89,798
+106% +$7.49M ﹤0.01% 1788
2024
Q2 		$6.29M Buy
84,707
+79,638
+1,571% +$5.69M ﹤0.01% 2007
2024
Q1 		$335K Buy
5,069
+525
+12% +$28.5K ﹤0.01% 2851
2023
Q4 		$233K Buy
4,544
+518
+13% +$22.8K ﹤0.01% 2919
2023
Q3 		$154K Buy
4,026
+817
+25% +$28.5K ﹤0.01% 2966
2023
Q2 		$98.2K Sell
3,209
-304,818
-99% -$9.82M ﹤0.01% 3170
2023
Q1 		$11.5M Sell
308,027
-5,351,097
-95% -$220M ﹤0.01% 1818
2022
Q4 		$197M Buy
5,659,124
+205,851
+4% +$7.15M 0.02% 691
2022
Q3 		$151M Buy
5,453,273
+82,266
+2% +$2.43M 0.02% 782
2022
Q2 		$144M Sell
5,371,007
-25,701
-0.5% -$937K 0.01% 820
2022
Q1 		$239M Sell
5,396,708
-360,302
-6% -$15M 0.02% 694
2021
Q4 		$241M Buy
5,757,010
+2,242,600
+64% +$73.5M 0.02% 730
2021
Q3 		$91.4M Buy
+3,514,410
New +$95.6M 0.01% 1143

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

Fidelity Investments's JXN Position: Q1 2026 in Review

Fidelity Investments increased its Jackson Financial (JXN) stake by 8.5% in Q1 2026, buying an estimated $111K and bringing the position to 12,675 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Fidelity Investments first reported a position in JXN in Q3 2021 and has held it in 19 quarters since. The position peaked at $241M in Q4 2021. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Fidelity Investments held 12,675 shares of Jackson Financial worth $1.34M as of Q1 2026.
  • Fidelity Investments bought 995 Jackson Financial shares in Q1 2026, an estimated $111K.
  • Jackson Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2771 holding.
  • Fidelity Investments first reported a position in Jackson Financial in Q3 2021 and has held it in 19 quarters since.
  • Fidelity Investments's Jackson Financial position peaked at $241M in Q4 2021.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.