HFM Investment Advisors’s Jackson Financial JXN Stock Holding History

HFM Investment 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	$740	Buy	7 +1	+17%	+$112	﹤0.01%	523
2025 Q4	$640	Hold	6	–	–	﹤0.01%	615
2025 Q3	$607	Hold	6	–	–	﹤0.01%	574
2025 Q2	$533	Buy	6 +4	+200%	+$324	﹤0.01%	630
2025 Q1	$168	Buy	+2	New	+$178	﹤0.01%	691

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

HFM Investment Advisors's JXN Position: Q1 2026 in Review

HFM Investment Advisors increased its Jackson Financial (JXN) stake by 17% in Q1 2026, buying an estimated $112 and bringing the position to 7 shares worth $740. The position accounts for ﹤0.01% of the portfolio, ranked #523.

HFM Investment Advisors first reported a position in JXN in Q1 2025 and has held it in 5 quarters since. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

HFM Investment Advisors held 7 shares of Jackson Financial worth $740 as of Q1 2026.
HFM Investment Advisors bought 1 Jackson Financial share in Q1 2026, an estimated $112.
Jackson Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #523 holding.
HFM Investment Advisors first reported a position in Jackson Financial in Q1 2025 and has held it in 5 quarters since.
512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.