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Regal Investment Advisors’s Jackson Financial JXN Stock Holding History

Regal Investment 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 		$775K Sell
7,329
-13
-0.2% -$1.45K 0.04% 343
2025
Q4 		$783K Sell
7,342
-1,658
-18% -$165K 0.05% 332
2025
Q3 		$911K Sell
9,000
-235
-3% -$22K 0.06% 278
2025
Q2 		$820K Sell
9,235
-69
-0.7% -$5.59K 0.06% 266
2025
Q1 		$780K Sell
9,304
-585
-6% -$52K 0.06% 251
2024
Q4 		$861K Buy
9,889
+275
+3% +$26.9K 0.06% 245
2024
Q3 		$877K Sell
9,614
-303
-3% -$25.3K 0.06% 263
2024
Q2 		$736K Sell
9,917
-104
-1% -$7.43K 0.05% 301
2024
Q1 		$663K Buy
10,021
+3,371
+51% +$183K 0.05% 307
2023
Q4 		$340K Buy
6,650
+176
+3% +$7.75K 0.03% 397
2023
Q3 		$247K Sell
6,474
-2,218
-26% -$77.5K 0.02% 425
2023
Q2 		$266K Buy
8,692
+210
+2% +$6.76K 0.02% 418
2023
Q1 		$317K Sell
8,482
-29
-0.3% -$1.19K 0.03% 378
2022
Q4 		$296K Buy
8,511
+53
+0.6% +$1.84K 0.03% 381
2022
Q3 		$235K Sell
8,458
-464
-5% -$13.7K 0.02% 411
2022
Q2 		$239K Buy
8,922
+78
+0.9% +$2.84K 0.02% 422
2022
Q1 		$391K Buy
8,844
+251
+3% +$10.5K 0.04% 352
2021
Q4 		$359K Buy
+8,593
New +$282K 0.03% 389

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

Regal Investment Advisors's JXN Position: Q1 2026 in Review

Regal Investment Advisors reduced its Jackson Financial (JXN) stake by 0.18% in Q1 2026, selling an estimated $1.45K and leaving 7,329 shares worth $775K. The position accounts for 0.04% of the portfolio, ranked #343.

Regal Investment Advisors first reported a position in JXN in Q4 2021 and has held it in 18 quarters since. The position peaked at $911K in Q3 2025. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Regal Investment Advisors held 7,329 shares of Jackson Financial worth $775K as of Q1 2026.
  • Regal Investment Advisors sold 13 Jackson Financial shares in Q1 2026, an estimated $1.45K.
  • Jackson Financial made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #343 holding.
  • Regal Investment Advisors first reported a position in Jackson Financial in Q4 2021 and has held it in 18 quarters since.
  • Regal Investment Advisors's Jackson Financial position peaked at $911K in Q3 2025.
  • 513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.