True Wealth Design
JXN icon

True Wealth Design’s Jackson Financial JXN Stock Holding History

True Wealth Design’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 		$22.2K Buy
172
+30
+21% +$3.84K 0.01% 792
2026
Q2 		$14.5K Hold
142
– – ﹤0.01% 938
2026
Q1 		$15K Buy
142
+40
+39% +$4.47K ﹤0.01% 828
2025
Q4 		$10.9K Buy
102
+57
+127% +$5.67K ﹤0.01% 828
2025
Q3 		$4.56K Buy
45
+20
+80% +$1.87K ﹤0.01% 1114
2025
Q2 		$2.22K Buy
25
+14
+127% +$1.13K ﹤0.01% 1143
2025
Q1 		$922 Buy
+11
New +$977 ﹤0.01% 1291
2024
Q4 		– Sell
-42
Closed -$3.83K – 1442
2024
Q3 		$3.83K Sell
42
-11,764
-100% -$981K ﹤0.01% 629
2024
Q2 		$877K Buy
+11,806
New +$843K 0.22% 58

Other funds holding JXN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

True Wealth Design's JXN Position: Q3 2026 in Review

True Wealth Design increased its Jackson Financial (JXN) stake by 21% in Q3 2026, buying an estimated $3.84K and bringing the position to 172 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #792.

True Wealth Design first reported a position in JXN in Q2 2024 and has held it in 9 quarters since. The position peaked at $877K in Q2 2024. 293 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • True Wealth Design held 172 shares of Jackson Financial worth $22.2K as of Q3 2026.
  • True Wealth Design bought 30 Jackson Financial shares in Q3 2026, an estimated $3.84K.
  • Jackson Financial made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #792 holding.
  • True Wealth Design first reported a position in Jackson Financial in Q2 2024 and has held it in 9 quarters since.
  • True Wealth Design's Jackson Financial position peaked at $877K in Q2 2024.
  • 293 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.