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Naples Global Advisors’s Jackson Financial JXN Stock Holding History

Naples Global 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 		$4.22M Sell
39,899
-559
-1% -$62.5K 0.31% 89
2025
Q4 		$4.31M Buy
40,458
+996
+3% +$99.1K 0.32% 85
2025
Q3 		$3.99M Buy
39,462
+556
+1% +$51.9K 0.31% 89
2025
Q2 		$3.45M Sell
38,906
-533
-1% -$43.2K 0.3% 94
2025
Q1 		$3.3M Sell
39,439
-199
-0.5% -$17.7K 0.31% 93
2024
Q4 		$3.45M Sell
39,638
-2,049
-5% -$200K 0.32% 94
2024
Q3 		$3.8M Sell
41,687
-275
-0.7% -$22.9K 0.35% 85
2024
Q2 		$3.12M Sell
41,962
-1,649
-4% -$118K 0.31% 92
2024
Q1 		$2.88M Sell
43,611
-898
-2% -$48.8K 0.3% 95
2023
Q4 		$2.28M Sell
44,509
-2,049
-4% -$90.2K 0.25% 120
2023
Q3 		$1.78M Buy
46,558
+916
+2% +$32K 0.22% 129
2023
Q2 		$1.4M Sell
45,642
-2,175
-5% -$70.1K 0.16% 175
2023
Q1 		$1.79M Sell
47,817
-290
-0.6% -$11.9K 0.22% 138
2022
Q4 		$1.67M Buy
48,107
+10,707
+29% +$372K 0.21% 141
2022
Q3 		$1.04M Buy
37,400
+4,025
+12% +$119K 0.14% 195
2022
Q2 		$893K Buy
33,375
+10,550
+46% +$385K 0.12% 209
2022
Q1 		$1.01M Buy
22,825
+3,200
+16% +$133K 0.12% 205
2021
Q4 		$821K Buy
+19,625
New +$643K 0.1% 223

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

Naples Global Advisors's JXN Position: Q1 2026 in Review

Naples Global Advisors reduced its Jackson Financial (JXN) stake by 1.4% in Q1 2026, selling an estimated $62.5K and leaving 39,899 shares worth $4.22M. The position accounts for 0.31% of the portfolio, ranked #89.

Naples Global Advisors first reported a position in JXN in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.31M in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Naples Global Advisors held 39,899 shares of Jackson Financial worth $4.22M as of Q1 2026.
  • Naples Global Advisors sold 559 Jackson Financial shares in Q1 2026, an estimated $62.5K.
  • Jackson Financial made up 0.31% of Naples Global Advisors's portfolio in Q1 2026, its #89 holding.
  • Naples Global Advisors first reported a position in Jackson Financial in Q4 2021 and has held it in 18 quarters since.
  • Naples Global Advisors's Jackson Financial position peaked at $4.31M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.