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Twin Peaks Wealth Advisors’s Jackson Financial JXN Stock Holding History

Twin Peaks Wealth Advisors’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 		$26.3K Buy
+249
New +$27.9K 0.01% 615
2025
Q3 		– Sell
-315
Closed -$29.7K – 1189
2025
Q2 		$29.7K Buy
+315
New +$25.5K 0.01% 475

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

Twin Peaks Wealth Advisors's JXN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Jackson Financial (JXN) in Q1 2026: 249 shares worth $26.3K. The stake represents 0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in JXN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in JXN in Q2 2025 and has held it in 2 quarters since. The position peaked at $29.7K in Q2 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Twin Peaks Wealth Advisors held 249 shares of Jackson Financial worth $26.3K as of Q1 2026.
  • Jackson Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Jackson Financial made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #615 holding.
  • Twin Peaks Wealth Advisors first reported a position in Jackson Financial in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Jackson Financial position peaked at $29.7K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.