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Wetzel Investment Advisors’s Jackson Financial JXN Stock Holding History

Wetzel Investment 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 		$243K Hold
2,300
– – 0.1% 121
2025
Q4 		$245K Buy
2,300
+100
+5% +$9.95K 0.1% 120
2025
Q3 		$223K Buy
+2,200
New +$206K 0.1% 122
2024
Q3 		– Sell
-1
Closed -$66 – 527
2024
Q2 		$66 Hold
1
– – ﹤0.01% 931
2024
Q1 		$64 Hold
1
– – ﹤0.01% 1034
2023
Q4 		$0 Buy
+1
New +$44 ﹤0.01% 1027

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

Wetzel Investment Advisors's JXN Position: Q1 2026 in Review

Wetzel Investment Advisors held its Jackson Financial (JXN) position steady in Q1 2026 at 2,300 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #121.

Wetzel Investment Advisors first reported a position in JXN in Q4 2023 and has held it in 6 quarters since. The position peaked at $245K in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Wetzel Investment Advisors held 2,300 shares of Jackson Financial worth $243K as of Q1 2026.
  • Wetzel Investment Advisors left its Jackson Financial share count unchanged in Q1 2026.
  • Jackson Financial made up 0.1% of Wetzel Investment Advisors's portfolio in Q1 2026, its #121 holding.
  • Wetzel Investment Advisors first reported a position in Jackson Financial in Q4 2023 and has held it in 6 quarters since.
  • Wetzel Investment Advisors's Jackson Financial position peaked at $245K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Wetzel Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.