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NewSquare Capital’s Jackson Financial JXN Stock Holding History

NewSquare Capital’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 		$946K Buy
8,944
+298
+3% +$33.3K 0.08% 138
2025
Q4 		$922K Sell
8,646
-1,656
-16% -$165K 0.08% 135
2025
Q3 		$1.04M Buy
10,302
+10,299
+343,300% +$962K 0.07% 136
2025
Q2 		$266 Buy
+3
New +$243 ﹤0.01% 1214

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

NewSquare Capital's JXN Position: Q1 2026 in Review

NewSquare Capital increased its Jackson Financial (JXN) stake by 3.4% in Q1 2026, buying an estimated $33.3K and bringing the position to 8,944 shares worth $946K. The position accounts for 0.08% of the portfolio, ranked #138.

NewSquare Capital first reported a position in JXN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.04M in Q3 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • NewSquare Capital held 8,944 shares of Jackson Financial worth $946K as of Q1 2026.
  • NewSquare Capital bought 298 Jackson Financial shares in Q1 2026, an estimated $33.3K.
  • Jackson Financial made up 0.08% of NewSquare Capital's portfolio in Q1 2026, its #138 holding.
  • NewSquare Capital first reported a position in Jackson Financial in Q2 2025 and has held it in 4 quarters since.
  • NewSquare Capital's Jackson Financial position peaked at $1.04M in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.