JIM
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JCP Investment Management’s F&G Annuities & Life FG Stock Holding History

JCP Investment Management’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20,489
Closed -$632K – 25
2025
Q4 		$632K Buy
+20,489
New +$641K 0.5% 16

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BWA
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JCP Investment Management's FG Position: Q1 2026 in Review

JCP Investment Management sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 20,489 shares — an estimated $632K sold.

JCP Investment Management first reported a position in FG in Q4 2025 and held it in 1 quarter. The position peaked at $632K in Q4 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • JCP Investment Management reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • JCP Investment Management sold 20,489 F&G Annuities & Life shares in Q1 2026, an estimated $632K.
  • JCP Investment Management first reported a position in F&G Annuities & Life in Q4 2025 and held it in 1 quarter.
  • JCP Investment Management's F&G Annuities & Life position peaked at $632K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on JCP Investment Management's 13F filing for Q1 2026, filed 15 May 2026.