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Independent Advisor Alliance’s Jackson Financial JXN Stock Holding History

Independent Advisor Alliance’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 		$1.67M Sell
15,804
-1,046
-6% -$117K 0.02% 617
2025
Q4 		$1.8M Sell
16,850
-4,134
-20% -$411K 0.04% 331
2025
Q3 		$2.12M Sell
20,984
-603
-3% -$56.3K 0.06% 281
2025
Q2 		$1.92M Buy
21,587
+9,323
+76% +$755K 0.06% 288
2025
Q1 		$1.03M Buy
12,264
+525
+4% +$46.6K 0.03% 372
2024
Q4 		$1.02M Buy
11,739
+309
+3% +$30.2K 0.01% 723
2024
Q3 		$1.04M Buy
11,430
+993
+10% +$82.8K 0.04% 326
2024
Q2 		$775K Sell
10,437
-390
-4% -$27.9K 0.03% 375
2024
Q1 		$716K Buy
10,827
+1,823
+20% +$99K 0.03% 379
2023
Q4 		$461K Sell
9,004
-5,393
-37% -$237K 0.02% 456
2023
Q3 		$550K Buy
+14,397
New +$503K 0.02% 394
2023
Q2 		– Sell
-9,505
Closed -$356K – 688
2023
Q1 		$356K Sell
9,505
-17,974
-65% -$738K 0.02% 482
2022
Q4 		$956 Sell
27,479
-8,375
-23% -$291K ﹤0.01% 303
2022
Q3 		$995K Buy
35,854
+6,855
+24% +$203K 0.06% 265
2022
Q2 		$776K Buy
+28,999
New +$1.06M 0.04% 310

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

Independent Advisor Alliance's JXN Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Jackson Financial (JXN) stake by 6.2% in Q1 2026, selling an estimated $117K and leaving 15,804 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #617.

Independent Advisor Alliance first reported a position in JXN in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.12M in Q3 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Independent Advisor Alliance held 15,804 shares of Jackson Financial worth $1.67M as of Q1 2026.
  • Independent Advisor Alliance sold 1,046 Jackson Financial shares in Q1 2026, an estimated $117K.
  • Jackson Financial made up 0.02% of Independent Advisor Alliance's portfolio in Q1 2026, its #617 holding.
  • Independent Advisor Alliance first reported a position in Jackson Financial in Q2 2022 and has held it in 15 quarters since.
  • Independent Advisor Alliance's Jackson Financial position peaked at $2.12M in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.