LPL Financial
JXN icon

LPL Financial’s Jackson Financial JXN Stock Holding History

LPL Financial’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 		$560K Sell
5,300
-500
-9% -$55.9K ﹤0.01% 4660
2025
Q4 		$619K Buy
5,800
+1,700
+41% +$169K ﹤0.01% 4527
2025
Q3 		$415K Sell
4,100
-2,500
-38% -$234K ﹤0.01% 4782
2025
Q2 		$586K Sell
6,600
-1,000
-13% -$81K ﹤0.01% 4248
2025
Q1 		$637K Buy
7,600
+300
+4% +$26.6K ﹤0.01% 3940
2024
Q4 		$636K Sell
7,300
-100
-1% -$9.77K ﹤0.01% 3883
2024
Q3 		$675K Sell
7,400
-200
-3% -$16.7K ﹤0.01% 3744
2024
Q2 		$564K Buy
7,600
+7,513
+8,636% +$537K ﹤0.01% 3766
2024
Q1 		$575K Sell
87
-16,513
-99% -$897K ﹤0.01% 3654
2023
Q4 		$850K Buy
16,600
+6,400
+63% +$282K ﹤0.01% 3181
2023
Q3 		$390K Buy
+10,200
New +$356K ﹤0.01% 3686

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

LPL Financial's JXN Position: Q1 2026 in Review

LPL Financial reduced its Jackson Financial (JXN) stake by 7.8% in Q1 2026, selling an estimated $1.93M and leaving 202,494 shares worth $21.4M. The position accounts for 0.01% of the portfolio, ranked #1425.

LPL Financial first reported a position in JXN in Q4 2021 and has held it in 17 quarters since. The position peaked at $23.4M in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • LPL Financial held 202,494 shares of Jackson Financial worth $21.4M as of Q1 2026.
  • LPL Financial sold 17,246 Jackson Financial shares in Q1 2026, an estimated $1.93M.
  • Jackson Financial made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1425 holding.
  • LPL Financial first reported a position in Jackson Financial in Q4 2021 and has held it in 17 quarters since.
  • LPL Financial's Jackson Financial position peaked at $23.4M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.