IC
JXN icon

Innealta Capital’s Jackson Financial JXN Stock Holding History

Innealta 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 		– Sell
-2,832
Closed -$302K – 83
2025
Q4 		$302K Sell
2,832
-953
-25% -$94.8K 0.16% 57
2025
Q3 		$383K Hold
3,785
– – 0.19% 54
2025
Q2 		$336K Buy
3,785
+1,259
+50% +$102K 0.18% 57
2025
Q1 		$212K Sell
2,526
-1,668
-40% -$148K 0.11% 93
2024
Q4 		$365K Hold
4,194
– – 0.18% 64
2024
Q3 		$383K Buy
+4,194
New +$350K 0.16% 80

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

Innealta Capital's JXN Position: Q1 2026 in Review

Innealta Capital sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 2,832 shares — an estimated $302K sold.

Innealta Capital first reported a position in JXN in Q3 2024 and held it in 6 quarters. The position peaked at $383K in Q3 2025. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Innealta Capital reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
  • Innealta Capital sold 2,832 Jackson Financial shares in Q1 2026, an estimated $302K.
  • Innealta Capital first reported a position in Jackson Financial in Q3 2024 and held it in 6 quarters.
  • Innealta Capital's Jackson Financial position peaked at $383K in Q3 2025.
  • 513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Innealta Capital's 13F filing for Q1 2026, filed 4 May 2026.