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Paragon Capital Management (Colorado)’s Jackson Financial JXN Stock Holding History

Paragon Capital Management (Colorado)’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
Q2 		$202K Sell
1,970
-476
-19% -$51.6K 0.04% 215
2026
Q1 		$259K Sell
2,446
-108
-4% -$12.1K 0.05% 150
2025
Q4 		$272K Buy
2,554
+19
+0.7% +$1.89K 0.05% 125
2025
Q3 		$257K Sell
2,535
-135
-5% -$12.6K 0.05% 133
2025
Q2 		$237K Sell
2,670
-873
-25% -$70.7K 0.04% 146
2025
Q1 		$297K Buy
3,543
+32
+0.9% +$2.84K 0.06% 128
2024
Q4 		$306K Sell
3,511
-52
-1% -$5.08K 0.06% 123
2024
Q3 		$325K Buy
3,563
+27
+0.8% +$2.25K 0.06% 107
2024
Q2 		$263K Sell
3,536
-1,567
-31% -$112K 0.05% 146
2024
Q1 		$338K Buy
5,103
+44
+0.9% +$2.39K 0.06% 97
2023
Q4 		$259K Sell
5,059
-1,266
-20% -$55.7K 0.05% 109
2023
Q3 		$242K Sell
6,325
-215
-3% -$7.51K 0.05% 135
2023
Q2 		$200K Buy
+6,540
New +$211K 0.04% 188

Other funds holding JXN

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Paragon Capital Management (Colorado)'s JXN Position: Q2 2026 in Review

Paragon Capital Management (Colorado) reduced its Jackson Financial (JXN) stake by 19% in Q2 2026, selling an estimated $51.6K and leaving 1,970 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #215.

Paragon Capital Management (Colorado) first reported a position in JXN in Q2 2023 and has held it in 13 quarters since. The position peaked at $338K in Q1 2024. 155 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Paragon Capital Management (Colorado) held 1,970 shares of Jackson Financial worth $202K as of Q2 2026.
  • Paragon Capital Management (Colorado) sold 476 Jackson Financial shares in Q2 2026, an estimated $51.6K.
  • Jackson Financial made up 0.04% of Paragon Capital Management (Colorado)'s portfolio in Q2 2026, its #215 holding.
  • Paragon Capital Management (Colorado) first reported a position in Jackson Financial in Q2 2023 and has held it in 13 quarters since.
  • Paragon Capital Management (Colorado)'s Jackson Financial position peaked at $338K in Q1 2024.
  • 155 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q2 2026, filed 29 Jul 2026.