Meriwether Wealth & Planning
JXN icon

Meriwether Wealth & Planning’s Jackson Financial JXN Stock Holding History

Meriwether Wealth & Planning’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
Q3 		$524K Hold
4,050
– – 0.24% 65
2026
Q2 		$415K Hold
4,050
– – 0.21% 73
2026
Q1 		$428K Hold
4,050
– – 0.23% 69
2025
Q4 		$432K Sell
4,050
-102
-2% -$10.1K 0.24% 71
2025
Q3 		$420K Sell
4,152
-467
-10% -$43.6K 0.24% 69
2025
Q2 		$410K Sell
4,619
-111
-2% -$8.99K 0.26% 68
2025
Q1 		$396K Sell
4,730
-8
-0.2% -$710 0.26% 73
2024
Q4 		$413K Buy
+4,738
New +$463K 0.29% 65

Other funds holding JXN

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Meriwether Wealth & Planning's JXN Position: Q3 2026 in Review

Meriwether Wealth & Planning held its Jackson Financial (JXN) position steady in Q3 2026 at 4,050 shares worth $524K. The position accounts for 0.24% of the portfolio, ranked #65.

Meriwether Wealth & Planning first reported a position in JXN in Q4 2024 and has held it in 8 quarters since. 89 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • Meriwether Wealth & Planning held 4,050 shares of Jackson Financial worth $524K as of Q3 2026.
  • Meriwether Wealth & Planning left its Jackson Financial share count unchanged in Q3 2026.
  • Jackson Financial made up 0.24% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #65 holding.
  • Meriwether Wealth & Planning first reported a position in Jackson Financial in Q4 2024 and has held it in 8 quarters since.
  • 89 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.