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JXN icon

FORA Capital’s Jackson Financial JXN Stock Holding History

FORA Capital’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 		– Sell
-6,141
Closed -$655K – 519
2025
Q4 		$655K Buy
6,141
+3,147
+105% +$313K 0.08% 267
2025
Q3 		$303K Sell
2,994
-5,749
-66% -$537K 0.05% 370
2025
Q2 		$776K Sell
8,743
-13,315
-60% -$1.08M 0.09% 259
2025
Q1 		$1.85M Buy
22,058
+6,612
+43% +$587K 0.19% 168
2024
Q4 		$1.35M Sell
15,446
-8,721
-36% -$852K 0.15% 174
2024
Q3 		$2.2M Sell
24,167
-808
-3% -$67.4K 0.26% 110
2024
Q2 		$1.85M Sell
24,975
-2,919
-10% -$209K 0.23% 144
2024
Q1 		$1.84M Buy
27,894
+22,312
+400% +$1.21M 0.15% 170
2023
Q4 		$286K Buy
+5,582
New +$246K 0.02% 388
2023
Q2 		– Sell
-26,327
Closed -$985K – 486
2023
Q1 		$985K Buy
+26,327
New +$1.08M 0.1% 247
2022
Q4 		– Sell
-7,612
Closed -$211K – 572
2022
Q3 		$211K Buy
+7,612
New +$225K 0.04% 380

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

FORA Capital's JXN Position: Q1 2026 in Review

FORA Capital sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 6,141 shares — an estimated $655K sold.

FORA Capital first reported a position in JXN in Q3 2022 and held it in 11 quarters. The position peaked at $2.2M in Q3 2024. 517 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • FORA Capital reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 6,141 Jackson Financial shares in Q1 2026, an estimated $655K.
  • FORA Capital first reported a position in Jackson Financial in Q3 2022 and held it in 11 quarters.
  • FORA Capital's Jackson Financial position peaked at $2.2M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.