RS
JXN icon

R Squared’s Jackson Financial JXN Stock Holding History

R Squared’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
-2,619
Closed -$279K – 581
2025
Q4 		$279K Buy
+2,619
New +$260K 0.13% 249
2025
Q3 		– Sell
-3,471
Closed -$308K – 634
2025
Q2 		$308K Buy
+3,471
New +$281K 0.17% 212
2025
Q1 		– Sell
-1,447
Closed -$126K – 906
2024
Q4 		$126K Buy
+1,447
New +$141K 0.12% 214

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

R Squared's JXN Position: Q1 2026 in Review

R Squared sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 2,619 shares — an estimated $279K sold.

R Squared first reported a position in JXN in Q4 2024 and held it in 3 quarters. The position peaked at $308K in Q2 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • R Squared reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
  • R Squared sold 2,619 Jackson Financial shares in Q1 2026, an estimated $279K.
  • R Squared first reported a position in Jackson Financial in Q4 2024 and held it in 3 quarters.
  • R Squared's Jackson Financial position peaked at $308K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.