IWA
JXN icon

IBEX Wealth Advisors’s Jackson Financial JXN Stock Holding History

IBEX Wealth 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 		$21.1M Buy
199,723
+3,587
+2% +$401K 1.97% 9
2025
Q4 		$20.9M Sell
196,136
-85
-0% -$8.45K 2.05% 7
2025
Q3 		$19.9M Buy
196,221
+449
+0.2% +$41.9K 1.9% 9
2025
Q2 		$17.4M Buy
195,772
+5,140
+3% +$416K 1.85% 8
2025
Q1 		$16M Sell
190,632
-5,228
-3% -$464K 2.11% 10
2024
Q4 		$17.1M Buy
+195,860
New +$19.1M 2.01% 8
2024
Q3 		– Sell
-187,852
Closed -$13.9M – 180
2024
Q2 		$13.9M Buy
+187,852
New +$13.4M 2.18% 7
2024
Q1 		– Sell
-180
Closed -$9.22K – 134
2023
Q4 		$9.22K Sell
180
-176,633
-100% -$7.77M 2% 12
2023
Q3 		$6.76M Buy
+176,813
New +$6.18M 1.72% 15
2023
Q1 		$2.86M Buy
+76,534
New +$3.14M 0.74% 50

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

IBEX Wealth Advisors's JXN Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Jackson Financial (JXN) stake by 1.8% in Q1 2026, buying an estimated $401K and bringing the position to 199,723 shares worth $21.1M. The position accounts for 1.97% of the portfolio, ranked #9.

IBEX Wealth Advisors first reported a position in JXN in Q1 2023 and has held it in 10 quarters since. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • IBEX Wealth Advisors held 199,723 shares of Jackson Financial worth $21.1M as of Q1 2026.
  • IBEX Wealth Advisors bought 3,587 Jackson Financial shares in Q1 2026, an estimated $401K.
  • Jackson Financial made up 1.97% of IBEX Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • IBEX Wealth Advisors first reported a position in Jackson Financial in Q1 2023 and has held it in 10 quarters since.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.