Massachusetts Financial Services
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Massachusetts Financial Services’s Jackson Financial JXN Stock Holding History

Massachusetts Financial Services’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 		– Sell
-91,641
Closed -$9.77M – 973
2025
Q4 		$9.77M Sell
91,641
-120,851
-57% -$12M ﹤0.01% 718
2025
Q3 		$21.5M Buy
212,492
+43,217
+26% +$4.04M 0.01% 624
2025
Q2 		$15M Buy
169,275
+28,393
+20% +$2.3M ﹤0.01% 649
2025
Q1 		$11.8M Buy
140,882
+18,472
+15% +$1.64M ﹤0.01% 649
2024
Q4 		$10.7M Sell
122,410
-7,727
-6% -$755K ﹤0.01% 650
2024
Q3 		$11.9M Buy
130,137
+2,191
+2% +$183K ﹤0.01% 628
2024
Q2 		$9.5M Buy
127,946
+8,142
+7% +$582K ﹤0.01% 642
2024
Q1 		$7.92M Buy
119,804
+22,413
+23% +$1.22M ﹤0.01% 641
2023
Q4 		$4.99M Buy
97,391
+18,472
+23% +$813K ﹤0.01% 663
2023
Q3 		$3.02M Buy
78,919
+13,121
+20% +$458K ﹤0.01% 687
2023
Q2 		$2.01M Sell
65,798
-1,566
-2% -$50.4K ﹤0.01% 709
2023
Q1 		$2.52M Sell
67,364
-277
-0.4% -$11.4K ﹤0.01% 694
2022
Q4 		$2.35M Buy
+67,641
New +$2.35M ﹤0.01% 707

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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 $226B AUM 44.75% 1-Year Est. Return

Massachusetts Financial Services's JXN Position: Q1 2026 in Review

Massachusetts Financial Services sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 91,641 shares — an estimated $9.77M sold.

Massachusetts Financial Services first reported a position in JXN in Q4 2022 and held it in 13 quarters. The position peaked at $21.5M in Q3 2025. 514 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Massachusetts Financial Services reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 91,641 Jackson Financial shares in Q1 2026, an estimated $9.77M.
  • Massachusetts Financial Services first reported a position in Jackson Financial in Q4 2022 and held it in 13 quarters.
  • Massachusetts Financial Services's Jackson Financial position peaked at $21.5M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.