Red Tortoise LLC’s Jackson Financial JXN Stock Holding History

Red Tortoise LLC’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	$4.97K	Hold	47	–	–	﹤0.01%	385
2025 Q4	$5.01K	Hold	47	–	–	﹤0.01%	388
2025 Q3	$4.76K	Hold	47	–	–	﹤0.01%	387
2025 Q2	$4.17K	Hold	47	–	–	﹤0.01%	391
2025 Q1	$3.94K	Hold	47	–	–	﹤0.01%	381
2024 Q4	$4.09K	Hold	47	–	–	﹤0.01%	394
2024 Q3	$4.29K	Hold	47	–	–	﹤0.01%	381
2024 Q2	$3.49K	Hold	47	–	–	﹤0.01%	404
2024 Q1	$3.11K	Hold	47	–	–	﹤0.01%	431
2023 Q4	$2.41K	Hold	47	–	–	﹤0.01%	435
2023 Q3	$1.8K	Hold	47	–	–	﹤0.01%	468
2023 Q2	$1.44K	Hold	47	–	–	﹤0.01%	512
2023 Q1	$1.76K	Hold	47	–	–	﹤0.01%	463
2022 Q4	$1.64K	Buy	+47	New	+$1.63K	﹤0.01%	505
2021 Q4	–	Sell	-47	Closed	-$1K	–	299
2021 Q3	$1K	Buy	+47	New	+$1.28K	﹤0.01%	505

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

Red Tortoise LLC's JXN Position: Q1 2026 in Review

Red Tortoise LLC held its Jackson Financial (JXN) position steady in Q1 2026 at 47 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Red Tortoise LLC first reported a position in JXN in Q3 2021 and has held it in 15 quarters since. The position peaked at $5.01K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

Red Tortoise LLC held 47 shares of Jackson Financial worth $4.97K as of Q1 2026.
Red Tortoise LLC left its Jackson Financial share count unchanged in Q1 2026.
Jackson Financial made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #385 holding.
Red Tortoise LLC first reported a position in Jackson Financial in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's Jackson Financial position peaked at $5.01K in Q4 2025.
512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.