Hillsdale Investment Management’s Jackson Financial JXN Stock Holding History

Hillsdale Investment 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	$8.19M	Buy	77,480 +3,000	+4%	+$336K	0.22%	86
2025 Q4	$7.94M	Sell	74,480 -220	-0.3%	-$21.9K	0.22%	93
2025 Q3	$7.56M	Buy	74,700 +14,000	+23%	+$1.31M	0.23%	100
2025 Q2	$5.39M	Buy	60,700 +19,800	+48%	+$1.6M	0.2%	149
2025 Q1	$3.43M	Sell	40,900 -9,500	-19%	-$844K	0.17%	157
2024 Q4	$4.39M	Buy	50,400 +500	+1%	+$48.8K	0.22%	109
2024 Q3	$4.55M	Buy	+49,900	New	+$4.16M	0.35%	81

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Hillsdale Investment Management's JXN Position: Q1 2026 in Review

Hillsdale Investment Management increased its Jackson Financial (JXN) stake by 4% in Q1 2026, buying an estimated $336K and bringing the position to 77,480 shares worth $8.19M. The position accounts for 0.22% of the portfolio, ranked #86.

Hillsdale Investment Management first reported a position in JXN in Q3 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

Hillsdale Investment Management held 77,480 shares of Jackson Financial worth $8.19M as of Q1 2026.
Hillsdale Investment Management bought 3,000 Jackson Financial shares in Q1 2026, an estimated $336K.
Jackson Financial made up 0.22% of Hillsdale Investment Management's portfolio in Q1 2026, its #86 holding.
Hillsdale Investment Management first reported a position in Jackson Financial in Q3 2024 and has held it in 7 quarters since.
514 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.