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Medallion Wealth Advisors’s Jackson Financial JXN Stock Holding History

Medallion Wealth Advisors’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 		$37.5K Hold
355
– – 0.01% 529
2025
Q4 		$37.9K Hold
355
– – 0.01% 512
2025
Q3 		$35.9K Hold
355
– – 0.01% 521
2025
Q2 		$31.7K Hold
355
– – 0.01% 547
2025
Q1 		$30K Hold
355
– – 0.01% 516
2024
Q4 		$30.9K Buy
+355
New +$34.7K 0.02% 489

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

Medallion Wealth Advisors's JXN Position: Q1 2026 in Review

Medallion Wealth Advisors held its Jackson Financial (JXN) position steady in Q1 2026 at 355 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #529.

Medallion Wealth Advisors first reported a position in JXN in Q4 2024 and has held it in 6 quarters since. The position peaked at $37.9K in Q4 2025. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Medallion Wealth Advisors held 355 shares of Jackson Financial worth $37.5K as of Q1 2026.
  • Medallion Wealth Advisors left its Jackson Financial share count unchanged in Q1 2026.
  • Jackson Financial made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #529 holding.
  • Medallion Wealth Advisors first reported a position in Jackson Financial in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Jackson Financial position peaked at $37.9K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.