JSW
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Journey Strategic Wealth’s Jackson Financial JXN Stock Holding History

Journey Strategic Wealth’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 		$409K Buy
3,866
+870
+29% +$97.3K 0.01% 410
2025
Q4 		$320K Buy
2,996
+111
+4% +$11K 0.01% 484
2025
Q3 		$292K Sell
2,885
-86
-3% -$8.03K 0.01% 491
2025
Q2 		$264K Buy
+2,971
New +$241K 0.01% 494

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

Journey Strategic Wealth's JXN Position: Q1 2026 in Review

Journey Strategic Wealth increased its Jackson Financial (JXN) stake by 29% in Q1 2026, buying an estimated $97.3K and bringing the position to 3,866 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #410.

Journey Strategic Wealth first reported a position in JXN in Q2 2025 and has held it in 4 quarters since. 514 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Journey Strategic Wealth held 3,866 shares of Jackson Financial worth $409K as of Q1 2026.
  • Journey Strategic Wealth bought 870 Jackson Financial shares in Q1 2026, an estimated $97.3K.
  • Jackson Financial made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #410 holding.
  • Journey Strategic Wealth first reported a position in Jackson Financial in Q2 2025 and has held it in 4 quarters since.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.