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Stratos Wealth Partners’s Jackson Financial JXN Stock Holding History

Stratos Wealth 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
Q1 		– Sell
-2,920
Closed -$311K – 1664
2025
Q4 		$311K Sell
2,920
-1,439
-33% -$143K ﹤0.01% 1267
2025
Q3 		$441K Buy
4,359
+8
+0.2% +$747 0.01% 1076
2025
Q2 		$386K Sell
4,351
-5,640
-56% -$457K 0.01% 1033
2025
Q1 		$837K Sell
9,991
-4,587
-31% -$407K 0.01% 726
2024
Q4 		$1.27M Buy
14,578
+3,834
+36% +$374K 0.02% 608
2024
Q3 		$980K Sell
10,744
-766
-7% -$63.9K 0.01% 691
2024
Q2 		$855K Buy
11,510
+38
+0.3% +$2.71K 0.01% 708
2024
Q1 		$759K Sell
11,472
-5,366
-32% -$291K 0.01% 751
2023
Q4 		$862K Sell
16,838
-1,250
-7% -$55K 0.02% 678
2023
Q3 		$691K Buy
18,088
+2,530
+16% +$88.4K 0.01% 692
2023
Q2 		$476K Sell
15,558
-40,635
-72% -$1.31M 0.01% 780
2023
Q1 		$2.1M Buy
56,193
+26,997
+92% +$1.11M 0.06% 309
2022
Q4 		$1.02M Buy
+29,196
New +$1.01M 0.03% 505

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

Stratos Wealth Partners's JXN Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 2,920 shares — an estimated $311K sold.

Stratos Wealth Partners first reported a position in JXN in Q4 2022 and held it in 13 quarters. The position peaked at $2.1M in Q1 2023. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,920 Jackson Financial shares in Q1 2026, an estimated $311K.
  • Stratos Wealth Partners first reported a position in Jackson Financial in Q4 2022 and held it in 13 quarters.
  • Stratos Wealth Partners's Jackson Financial position peaked at $2.1M in Q1 2023.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.