RG
JXN icon

Rathbones Group’s Jackson Financial JXN Stock Holding History

Rathbones Group’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 		$2.72M Sell
25,771
-1,682
-6% -$188K 0.01% 271
2025
Q4 		$2.93M Buy
27,453
+396
+1% +$39.4K 0.01% 270
2025
Q3 		$2.74M Sell
27,057
-820
-3% -$76.6K 0.01% 266
2025
Q2 		$2.48M Sell
27,877
-127
-0.5% -$10.3K 0.01% 268
2025
Q1 		$2.35M Sell
28,004
-843
-3% -$74.9K 0.01% 263
2024
Q4 		$2.51M Sell
28,847
-4,737
-14% -$463K 0.01% 256
2024
Q3 		$3.06M Sell
33,584
-569
-2% -$47.5K 0.02% 234
2024
Q2 		$2.54M Sell
34,153
-1,356
-4% -$96.9K 0.01% 246
2024
Q1 		$2.35M Buy
35,509
+1,505
+4% +$81.7K 0.01% 250
2023
Q4 		$1.74M Sell
34,004
-20,195
-37% -$889K 0.01% 268
2023
Q3 		$2.07M Buy
54,199
+8,249
+18% +$288K 0.02% 252
2023
Q2 		$1.41M Sell
45,950
-1,643
-3% -$52.9K 0.01% 229
2023
Q1 		$1.78M Sell
47,593
-3,663
-7% -$150K 0.02% 212
2022
Q4 		$1.78M Sell
51,256
-1,503
-3% -$52.2K 0.02% 208
2022
Q3 		$1.46M Sell
52,759
-21,849
-29% -$645K 0.02% 218
2022
Q2 		$2M Sell
74,608
-9,380
-11% -$342K 0.02% 210
2022
Q1 		$3.71M Buy
83,988
+11
+0% +$458 0.04% 174
2021
Q4 		$3.51M Sell
83,977
-185,458
-69% -$6.08M 0.03% 180
2021
Q3 		$7M Buy
+269,435
New +$7.33M 0.08% 139

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

Rathbones Group's JXN Position: Q1 2026 in Review

Rathbones Group reduced its Jackson Financial (JXN) stake by 6.1% in Q1 2026, selling an estimated $188K and leaving 25,771 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #271.

Rathbones Group first reported a position in JXN in Q3 2021 and has held it in 19 quarters since. The position peaked at $7M in Q3 2021. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Rathbones Group held 25,771 shares of Jackson Financial worth $2.72M as of Q1 2026.
  • Rathbones Group sold 1,682 Jackson Financial shares in Q1 2026, an estimated $188K.
  • Jackson Financial made up 0.01% of Rathbones Group's portfolio in Q1 2026, its #271 holding.
  • Rathbones Group first reported a position in Jackson Financial in Q3 2021 and has held it in 19 quarters since.
  • Rathbones Group's Jackson Financial position peaked at $7M in Q3 2021.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.