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Turning Point Benefit Group’s Jackson Financial JXN Stock Holding History

Turning Point Benefit Group’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
-17
Closed -$1.81K – 463
2025
Q4 		$1.81K Hold
17
– – ﹤0.01% 459
2025
Q3 		$1.72K Buy
+17
New +$1.59K ﹤0.01% 326

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

Turning Point Benefit Group's JXN Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 17 shares — an estimated $1.81K sold.

Turning Point Benefit Group first reported a position in JXN in Q3 2025 and held it in 2 quarters. The position peaked at $1.81K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 17 Jackson Financial shares in Q1 2026, an estimated $1.81K.
  • Turning Point Benefit Group first reported a position in Jackson Financial in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Jackson Financial position peaked at $1.81K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.