First Trust Advisors
JXN icon

First Trust Advisors’s Jackson Financial JXN Stock Holding History

First Trust Advisors’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 		$23.8M Buy
225,250
+53,603
+31% +$6M 0.02% 836
2025
Q4 		$18.3M Sell
171,647
-18,749
-10% -$1.86M 0.01% 900
2025
Q3 		$19.3M Sell
190,396
-981,155
-84% -$91.7M 0.01% 914
2025
Q2 		$104M Sell
1,171,551
-151,705
-11% -$12.3M 0.08% 290
2025
Q1 		$111M Sell
1,323,256
-2,811,289
-68% -$250M 0.1% 253
2024
Q4 		$360M Buy
4,134,545
+487,803
+13% +$47.6M 0.32% 65
2024
Q3 		$333M Sell
3,646,742
-166,247
-4% -$13.9M 0.32% 61
2024
Q2 		$283M Sell
3,812,989
-287,772
-7% -$20.6M 0.29% 76
2024
Q1 		$271M Buy
4,100,761
+3,469,802
+550% +$188M 0.28% 84
2023
Q4 		$32.3M Buy
630,959
+67,620
+12% +$2.98M 0.04% 559
2023
Q3 		$21.5M Buy
563,339
+29,602
+6% +$1.03M 0.03% 692
2023
Q2 		$16.3M Buy
533,737
+74,616
+16% +$2.4M 0.02% 842
2023
Q1 		$17.2M Buy
459,121
+303,177
+194% +$12.4M 0.02% 801
2022
Q4 		$5.43M Buy
155,944
+10,182
+7% +$354K 0.01% 1151
2022
Q3 		$4.04M Buy
145,762
+35,505
+32% +$1.05M 0.01% 1306
2022
Q2 		$2.95M Buy
+110,257
New +$4.02M ﹤0.01% 1554

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

First Trust Advisors's JXN Position: Q1 2026 in Review

First Trust Advisors increased its Jackson Financial (JXN) stake by 31% in Q1 2026, buying an estimated $6M and bringing the position to 225,250 shares worth $23.8M. The position accounts for 0.02% of the portfolio, ranked #836.

First Trust Advisors first reported a position in JXN in Q2 2022 and has held it in 16 quarters since. The position peaked at $360M in Q4 2024. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • First Trust Advisors held 225,250 shares of Jackson Financial worth $23.8M as of Q1 2026.
  • First Trust Advisors bought 53,603 Jackson Financial shares in Q1 2026, an estimated $6M.
  • Jackson Financial made up 0.02% of First Trust Advisors's portfolio in Q1 2026, its #836 holding.
  • First Trust Advisors first reported a position in Jackson Financial in Q2 2022 and has held it in 16 quarters since.
  • First Trust Advisors's Jackson Financial position peaked at $360M in Q4 2024.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.