KCM
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Kendall Capital Management’s Jackson Financial JXN Stock Holding History

Kendall Capital 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 		$3.62M Sell
34,252
-1,218
-3% -$136K 0.74% 34
2025
Q4 		$3.78M Sell
35,470
-2,560
-7% -$255K 0.79% 32
2025
Q3 		$3.85M Sell
38,030
-3,820
-9% -$357K 0.87% 29
2025
Q2 		$3.72M Sell
41,850
-6,310
-13% -$511K 0.98% 26
2025
Q1 		$4.03M Sell
48,160
-1,380
-3% -$123K 1.19% 20
2024
Q4 		$4.31M Sell
49,540
-1,137
-2% -$111K 1.26% 19
2024
Q3 		$4.62M Buy
50,677
+277
+0.5% +$23.1K 1.43% 18
2024
Q2 		$3.74M Buy
50,400
+850
+2% +$60.7K 1.25% 22
2024
Q1 		$3.28M Sell
49,550
-1,760
-3% -$95.6K 1.13% 20
2023
Q4 		$2.63M Buy
51,310
+360
+0.7% +$15.8K 1.02% 21
2023
Q3 		$1.95M Buy
50,950
+7,120
+16% +$249K 0.86% 34
2023
Q2 		$1.34M Buy
43,830
+7,375
+20% +$238K 0.59% 55
2023
Q1 		$1.36M Buy
36,455
+11,420
+46% +$469K 0.66% 44
2022
Q4 		$871K Buy
+25,035
New +$870K 0.44% 75

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

Kendall Capital Management's JXN Position: Q1 2026 in Review

Kendall Capital Management reduced its Jackson Financial (JXN) stake by 3.4% in Q1 2026, selling an estimated $136K and leaving 34,252 shares worth $3.62M. The position accounts for 0.74% of the portfolio, ranked #34.

Kendall Capital Management first reported a position in JXN in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.62M in Q3 2024. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Kendall Capital Management held 34,252 shares of Jackson Financial worth $3.62M as of Q1 2026.
  • Kendall Capital Management sold 1,218 Jackson Financial shares in Q1 2026, an estimated $136K.
  • Jackson Financial made up 0.74% of Kendall Capital Management's portfolio in Q1 2026, its #34 holding.
  • Kendall Capital Management first reported a position in Jackson Financial in Q4 2022 and has held it in 14 quarters since.
  • Kendall Capital Management's Jackson Financial position peaked at $4.62M in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.