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Physician Wealth Advisors’s Jackson Financial JXN Stock Holding History

Physician Wealth 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 		$1.06K Hold
10
– – ﹤0.01% 1650
2025
Q4 		$1.07K Buy
+10
New +$995 ﹤0.01% 1590

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

Physician Wealth Advisors's JXN Position: Q1 2026 in Review

Physician Wealth Advisors held its Jackson Financial (JXN) position steady in Q1 2026 at 10 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Physician Wealth Advisors first reported a position in JXN in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.07K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Physician Wealth Advisors held 10 shares of Jackson Financial worth $1.06K as of Q1 2026.
  • Physician Wealth Advisors left its Jackson Financial share count unchanged in Q1 2026.
  • Jackson Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1650 holding.
  • Physician Wealth Advisors first reported a position in Jackson Financial in Q4 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Jackson Financial position peaked at $1.07K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.