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Rothschild Investment LLC’s Jackson Financial JXN Stock Holding History

Rothschild Investment 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 		$32.6K Sell
308
-14
-4% -$1.57K ﹤0.01% 1243
2025
Q4 		$34.3K Buy
322
+143
+80% +$14.2K ﹤0.01% 1140
2025
Q3 		$18.1K Buy
179
+59
+49% +$5.51K ﹤0.01% 1256
2025
Q2 		$10.7K Buy
120
+45
+60% +$3.65K ﹤0.01% 1201
2025
Q1 		$6.28K Sell
75
-5
-6% -$444 ﹤0.01% 1333
2024
Q4 		$6.97K Buy
80
+5
+7% +$488 ﹤0.01% 1236
2024
Q3 		$6.84K Buy
75
+35
+88% +$2.92K ﹤0.01% 1201
2024
Q2 		$2.97K Buy
40
+30
+300% +$2.14K ﹤0.01% 1288
2024
Q1 		$661 Buy
+10
New +$543 ﹤0.01% 1305

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

Rothschild Investment LLC's JXN Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Jackson Financial (JXN) stake by 4.3% in Q1 2026, selling an estimated $1.57K and leaving 308 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Rothschild Investment LLC first reported a position in JXN in Q1 2024 and has held it in 9 quarters since. The position peaked at $34.3K in Q4 2025. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Rothschild Investment LLC held 308 shares of Jackson Financial worth $32.6K as of Q1 2026.
  • Rothschild Investment LLC sold 14 Jackson Financial shares in Q1 2026, an estimated $1.57K.
  • Jackson Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1243 holding.
  • Rothschild Investment LLC first reported a position in Jackson Financial in Q1 2024 and has held it in 9 quarters since.
  • Rothschild Investment LLC's Jackson Financial position peaked at $34.3K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.