JCIA
JXN icon

Jackson Creek Investment Advisors’s Jackson Financial JXN Stock Holding History

Jackson Creek Investment 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 		$1.95M Sell
18,487
-538
-3% -$60.2K 0.58% 33
2025
Q4 		$2.03M Sell
19,025
-822
-4% -$81.8K 0.6% 35
2025
Q3 		$2.01M Buy
+19,847
New +$1.85M 0.58% 47
2025
Q1 		– Sell
-14,524
Closed -$1.26M – 332
2024
Q4 		$1.26M Buy
+14,524
New +$1.42M 0.38% 143

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

Jackson Creek Investment Advisors's JXN Position: Q1 2026 in Review

Jackson Creek Investment Advisors reduced its Jackson Financial (JXN) stake by 2.8% in Q1 2026, selling an estimated $60.2K and leaving 18,487 shares worth $1.95M. The position accounts for 0.58% of the portfolio, ranked #33.

Jackson Creek Investment Advisors first reported a position in JXN in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.03M in Q4 2025. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Jackson Creek Investment Advisors held 18,487 shares of Jackson Financial worth $1.95M as of Q1 2026.
  • Jackson Creek Investment Advisors sold 538 Jackson Financial shares in Q1 2026, an estimated $60.2K.
  • Jackson Financial made up 0.58% of Jackson Creek Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • Jackson Creek Investment Advisors first reported a position in Jackson Financial in Q4 2024 and has held it in 4 quarters since.
  • Jackson Creek Investment Advisors's Jackson Financial position peaked at $2.03M in Q4 2025.
  • 513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.