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Forum Financial Management’s Jackson Financial JXN Stock Holding History

Forum Financial 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 		– Sell
-2,817
Closed -$300K – 677
2025
Q4 		$300K Hold
2,817
– – ﹤0.01% 747
2025
Q3 		$285K Buy
2,817
+1
+0% +$93 ﹤0.01% 775
2025
Q2 		$250K Sell
2,816
-641
-19% -$51.9K ﹤0.01% 776
2025
Q1 		$290K Buy
3,457
+10
+0.3% +$888 ﹤0.01% 610
2024
Q4 		$300K Buy
3,447
+752
+28% +$73.4K 0.01% 614
2024
Q3 		$246K Hold
2,695
– – ﹤0.01% 621
2024
Q2 		$200K Buy
+2,695
New +$193K ﹤0.01% 676

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

Forum Financial Management's JXN Position: Q1 2026 in Review

Forum Financial Management sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 2,817 shares — an estimated $300K sold.

Forum Financial Management first reported a position in JXN in Q2 2024 and held it in 7 quarters. The position peaked at $300K in Q4 2025. 515 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Forum Financial Management reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,817 Jackson Financial shares in Q1 2026, an estimated $300K.
  • Forum Financial Management first reported a position in Jackson Financial in Q2 2024 and held it in 7 quarters.
  • Forum Financial Management's Jackson Financial position peaked at $300K in Q4 2025.
  • 515 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.