INVST’s Jackson Financial JXN Stock Holding History

INVST’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	-7,887	Closed	-$841K	–	367
2025 Q4	$841K	Sell	7,887 -403	-5%	-$40.1K	0.09%	179
2025 Q3	$839K	Buy	8,290 +280	+3%	+$26.2K	0.1%	172
2025 Q2	$711K	Buy	8,010 +341	+4%	+$27.6K	0.09%	188
2025 Q1	$643K	Buy	+7,669	New	+$681K	0.09%	197

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

INVST's JXN Position: Q1 2026 in Review

INVST sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 7,887 shares — an estimated $841K sold.

INVST first reported a position in JXN in Q1 2025 and held it in 4 quarters. The position peaked at $841K in Q4 2025. 517 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

INVST reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
INVST sold 7,887 Jackson Financial shares in Q1 2026, an estimated $841K.
INVST first reported a position in Jackson Financial in Q1 2025 and held it in 4 quarters.
INVST's Jackson Financial position peaked at $841K in Q4 2025.
517 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.