Steward Partners Investment Advisory’s Jackson Financial JXN Stock Holding History

Steward Partners Investment Advisory’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	$98.8K	Hold	935	–	–	﹤0.01%	2378
2025 Q4	$99.7K	Hold	935	–	–	﹤0.01%	2296
2025 Q3	$94.7K	Buy	935 +200	+27%	+$18.7K	﹤0.01%	2269
2025 Q2	$65.3K	Hold	735	–	–	﹤0.01%	2336
2025 Q1	$61.6K	Hold	735	–	–	﹤0.01%	2270
2024 Q4	$64K	Buy	735 +27	+4%	+$2.64K	﹤0.01%	2207
2024 Q3	$64.6K	Hold	708	–	–	﹤0.01%	2107
2024 Q2	$52.6K	Sell	708 -14	-2%	-$1K	﹤0.01%	2078
2024 Q1	$47.8K	Buy	722 +699	+3,039%	+$38K	﹤0.01%	2141
2023 Q4	$1.18K	Hold	23	–	–	﹤0.01%	3288
2023 Q3	$879	Sell	23 -1,000	-98%	-$34.9K	﹤0.01%	3207
2023 Q2	$31.3K	Hold	1,023	–	–	﹤0.01%	2075
2023 Q1	$38.3K	Buy	1,023 +1,000	+4,348%	+$41.1K	﹤0.01%	1970
2022 Q4	$800	Hold	23	–	–	﹤0.01%	3145
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	3132
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	3127
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	3191
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	3098
2021 Q3	$1K	Buy	+23	New	+$626	﹤0.01%	3083

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

Steward Partners Investment Advisory's JXN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Jackson Financial (JXN) position steady in Q1 2026 at 935 shares worth $98.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Steward Partners Investment Advisory first reported a position in JXN in Q3 2021 and has held it in 19 quarters since. The position peaked at $99.7K in Q4 2025. 513 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

Steward Partners Investment Advisory held 935 shares of Jackson Financial worth $98.8K as of Q1 2026.
Steward Partners Investment Advisory left its Jackson Financial share count unchanged in Q1 2026.
Jackson Financial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2378 holding.
Steward Partners Investment Advisory first reported a position in Jackson Financial in Q3 2021 and has held it in 19 quarters since.
Steward Partners Investment Advisory's Jackson Financial position peaked at $99.7K in Q4 2025.
513 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.