Nisa Investment Advisors
JXN icon

Nisa Investment Advisors’s Jackson Financial JXN Stock Holding History

Nisa Investment 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 		$383K Buy
3,623
+38
+1% +$4.25K ﹤0.01% 1032
2025
Q4 		$382K Sell
3,585
-18
-0.5% -$1.79K ﹤0.01% 1079
2025
Q3 		$365K Sell
3,603
-104,771
-97% -$9.79M ﹤0.01% 1104
2025
Q2 		$9.62M Sell
108,374
-158
-0.1% -$12.8K 0.04% 271
2025
Q1 		$9.09M Sell
108,532
-117,886
-52% -$10.5M 0.05% 277
2024
Q4 		$19.7M Buy
226,418
+223,060
+6,643% +$21.8M 0.08% 190
2024
Q3 		$306K Hold
3,358
– – ﹤0.01% 1180
2024
Q2 		$249K Buy
3,358
+50
+2% +$3.57K ﹤0.01% 1257
2024
Q1 		$219K Buy
3,308
+1,320
+66% +$71.7K ﹤0.01% 1282
2023
Q4 		$102K Sell
1,988
-1,382
-41% -$60.8K ﹤0.01% 1429
2023
Q3 		$129K Buy
3,370
+2,380
+240% +$83.2K ﹤0.01% 1431
2023
Q2 		$30.3K Sell
990
-101,635
-99% -$3.27M ﹤0.01% 1932
2023
Q1 		$3.84M Buy
102,625
+100,825
+5,601% +$4.14M 0.03% 485
2022
Q4 		$63K Hold
1,800
– – ﹤0.01% 1704
2022
Q3 		$66K Buy
1,800
+800
+80% +$23.6K ﹤0.01% 1644
2022
Q2 		$27K Buy
+1,000
New +$36.5K ﹤0.01% 1952
2021
Q4 		– Sell
-6
Closed – – 2283
2021
Q3 		$0 Buy
+6
New +$163 ﹤0.01% 2314

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

Nisa Investment Advisors's JXN Position: Q1 2026 in Review

Nisa Investment Advisors increased its Jackson Financial (JXN) stake by 1.1% in Q1 2026, buying an estimated $4.25K and bringing the position to 3,623 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Nisa Investment Advisors first reported a position in JXN in Q3 2021 and has held it in 17 quarters since. The position peaked at $19.7M in Q4 2024. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Nisa Investment Advisors held 3,623 shares of Jackson Financial worth $383K as of Q1 2026.
  • Nisa Investment Advisors bought 38 Jackson Financial shares in Q1 2026, an estimated $4.25K.
  • Jackson Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1032 holding.
  • Nisa Investment Advisors first reported a position in Jackson Financial in Q3 2021 and has held it in 17 quarters since.
  • Nisa Investment Advisors's Jackson Financial position peaked at $19.7M in Q4 2024.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.