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IEQ Capital’s Jackson Financial JXN Stock Holding History

IEQ 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 		$2.36M Sell
22,348
-12,758
-36% -$1.43M 0.01% 709
2025
Q4 		$3.74M Buy
35,106
+19,403
+124% +$1.93M 0.01% 605
2025
Q3 		$1.59M Buy
15,703
+10,824
+222% +$1.01M ﹤0.01% 841
2025
Q2 		$433K Buy
+4,879
New +$395K ﹤0.01% 1228

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

IEQ Capital's JXN Position: Q1 2026 in Review

IEQ Capital reduced its Jackson Financial (JXN) stake by 36% in Q1 2026, selling an estimated $1.43M and leaving 22,348 shares worth $2.36M. The position accounts for 0.01% of the portfolio, ranked #709.

IEQ Capital first reported a position in JXN in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.74M in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • IEQ Capital held 22,348 shares of Jackson Financial worth $2.36M as of Q1 2026.
  • IEQ Capital sold 12,758 Jackson Financial shares in Q1 2026, an estimated $1.43M.
  • Jackson Financial made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #709 holding.
  • IEQ Capital first reported a position in Jackson Financial in Q2 2025 and has held it in 4 quarters since.
  • IEQ Capital's Jackson Financial position peaked at $3.74M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

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