James T. Borello
JXN icon

James T. Borello’s Jackson Financial JXN Stock Holding History

James T. Borello’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
Q3 		$129 Hold
1
– – ﹤0.01% 1181
2026
Q2 		$102 Buy
+1
New +$108 ﹤0.01% 1189
2025
Q4 		– Sell
-2
Closed -$202 – 1159
2025
Q3 		$202 Buy
+2
New +$187 ﹤0.01% 922

Other funds holding JXN

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Kendall Capital Management
Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

James T. Borello's JXN Position: Q3 2026 in Review

James T. Borello held its Jackson Financial (JXN) position steady in Q3 2026 at 1 share worth $129. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

James T. Borello first reported a position in JXN in Q3 2025 and has held it in 3 quarters since. The position peaked at $202 in Q3 2025. 138 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • James T. Borello held 1 share of Jackson Financial worth $129 as of Q3 2026.
  • James T. Borello left its Jackson Financial share count unchanged in Q3 2026.
  • Jackson Financial made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1181 holding.
  • James T. Borello first reported a position in Jackson Financial in Q3 2025 and has held it in 3 quarters since.
  • James T. Borello's Jackson Financial position peaked at $202 in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.