Jones Financial Companies
JXN icon

Jones Financial Companies’s Jackson Financial JXN Stock Holding History

Jones Financial Companies’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 		$241K Buy
2,378
+251
+12% +$28.1K ﹤0.01% 2325
2025
Q4 		$227K Sell
2,127
-53
-2% -$5.27K ﹤0.01% 1849
2025
Q3 		$226K Sell
2,180
-27
-1% -$2.52K ﹤0.01% 1736
2025
Q2 		$198K Sell
2,207
-928
-30% -$75.2K ﹤0.01% 1667
2025
Q1 		$261K Sell
3,135
-760
-20% -$67.5K ﹤0.01% 1382
2024
Q4 		$339K Sell
3,895
-127
-3% -$12.4K ﹤0.01% 1145
2024
Q3 		$367K Buy
4,022
+1,961
+95% +$164K ﹤0.01% 934
2024
Q2 		$153K Buy
+2,061
New +$147K ﹤0.01% 910
2022
Q1 		– Sell
-2
Closed – – 771
2021
Q4 		$0 Buy
+2
New +$66 ﹤0.01% 764

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

Jones Financial Companies's JXN Position: Q1 2026 in Review

Jones Financial Companies increased its Jackson Financial (JXN) stake by 12% in Q1 2026, buying an estimated $28.1K and bringing the position to 2,378 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Jones Financial Companies first reported a position in JXN in Q4 2021 and has held it in 9 quarters since. The position peaked at $367K in Q3 2024. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Jones Financial Companies held 2,378 shares of Jackson Financial worth $241K as of Q1 2026.
  • Jones Financial Companies bought 251 Jackson Financial shares in Q1 2026, an estimated $28.1K.
  • Jackson Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2325 holding.
  • Jones Financial Companies first reported a position in Jackson Financial in Q4 2021 and has held it in 9 quarters since.
  • Jones Financial Companies's Jackson Financial position peaked at $367K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.