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JPL Wealth Management’s Jackson Financial JXN Stock Holding History

JPL Wealth Management’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 		$20.6K Buy
+195
New +$21.8K ﹤0.01% 394
2025
Q4 		– Sell
-200
Closed -$20.2K – 637
2025
Q3 		$20.2K Buy
+200
New +$18.7K ﹤0.01% 402

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

JPL Wealth Management's JXN Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Jackson Financial (JXN) in Q1 2026: 195 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #394 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in JXN as recently as Q3 2025.

JPL Wealth Management first reported a position in JXN in Q3 2025 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • JPL Wealth Management held 195 shares of Jackson Financial worth $20.6K as of Q1 2026.
  • Jackson Financial was a new JPL Wealth Management position in Q1 2026.
  • Jackson Financial made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #394 holding.
  • JPL Wealth Management first reported a position in Jackson Financial in Q3 2025 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.