Root Financial Partners
JXN icon

Root Financial Partners’s Jackson Financial JXN Stock Holding History

Root Financial Partners’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
Q3 		$60.5K Buy
+468
New +$59.9K ﹤0.01% 987
2026
Q2 		– Sell
-401
Closed -$42.4K – 1865
2026
Q1 		$42.4K Buy
401
+127
+46% +$14.2K ﹤0.01% 951
2025
Q4 		$29.2K Buy
274
+32
+13% +$3.18K ﹤0.01% 958
2025
Q3 		$24.5K Buy
+242
New +$22.6K ﹤0.01% 1013

Other funds holding JXN

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.71B AUM 26.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Root Financial Partners's JXN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Jackson Financial (JXN) in Q3 2026: 468 shares worth $60.5K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JXN as recently as Q1 2026.

Root Financial Partners first reported a position in JXN in Q3 2025 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • Root Financial Partners held 468 shares of Jackson Financial worth $60.5K as of Q3 2026.
  • Jackson Financial was a new Root Financial Partners position in Q3 2026.
  • Jackson Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #987 holding.
  • Root Financial Partners first reported a position in Jackson Financial in Q3 2025 and has held it in 4 quarters since.
  • 439 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.