VA
JXN icon

Valmark Advisers’s Jackson Financial JXN Stock Holding History

Valmark Advisers’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 		$221K Buy
2,093
+3
+0.1% +$336 ﹤0.01% 648
2025
Q4 		$223K Hold
2,090
– – ﹤0.01% 618
2025
Q3 		$212K Buy
+2,090
New +$195K ﹤0.01% 631

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

Valmark Advisers's JXN Position: Q1 2026 in Review

Valmark Advisers increased its Jackson Financial (JXN) stake by 0.14% in Q1 2026, buying an estimated $336 and bringing the position to 2,093 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Valmark Advisers first reported a position in JXN in Q3 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Valmark Advisers held 2,093 shares of Jackson Financial worth $221K as of Q1 2026.
  • Valmark Advisers bought 3 Jackson Financial shares in Q1 2026, an estimated $336.
  • Jackson Financial made up ﹤0.01% of Valmark Advisers's portfolio in Q1 2026, its #648 holding.
  • Valmark Advisers first reported a position in Jackson Financial in Q3 2025 and has held it in 3 quarters since.
  • Valmark Advisers's Jackson Financial position peaked at $223K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.