Optima Capital’s Jackson Financial JXN Stock Holding History

Optima 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	–	Sell	-392	Closed	-$41.8K	–	761
2025 Q4	$41.8K	Buy	+392	New	+$39K	0.02%	329

Other funds holding JXN

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Optima Capital's JXN Position: Q1 2026 in Review

Optima Capital sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 392 shares — an estimated $41.8K sold.

Optima Capital first reported a position in JXN in Q4 2025 and held it in 1 quarter. The position peaked at $41.8K in Q4 2025. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

Optima Capital reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 392 Jackson Financial shares in Q1 2026, an estimated $41.8K.
Optima Capital first reported a position in Jackson Financial in Q4 2025 and held it in 1 quarter.
Optima Capital's Jackson Financial position peaked at $41.8K in Q4 2025.
513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.