Accordant Advisory Group Inc JXN β€” JACKSON FINANCIAL INC

Ownership history in Accordant Advisory Group Inc  Β·  2 quarters on record

AI Ownership Summary

Accordant Advisory Group Inc reported JACKSON FINANCIAL INC (JXN) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 1.16% in 2025 Q4. The latest visible filing shows JXN at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JXN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accordant Advisory Group Inc's position in JACKSON FINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JXN was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Accordant Advisory Group Inc held JXN β€” position size vs. price
% of Fund (quarterly)    JXN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 7,051 -8,680 -55.2% 0.46% $745K 2026-05-11 $108.71
2025 Q4 INITIATED β€” β€” β€” 15,731 β€” β€” 1.16% $1.7M 2026-01-22 $114.13

FAQ About Accordant Advisory Group Inc and JXN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accordant Advisory Group Inc reported owning JXN?

Accordant Advisory Group Inc reported JXN across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported JXN position in Accordant Advisory Group Inc's portfolio?

The largest reported portfolio weight for JXN was 1.16% in 2025 Q4.

What is the latest reported JXN position on this page?

The most recent filing on this page is 2026 Q1, when Accordant Advisory Group Inc reported 7,051 shares, equal to 0.46% of portfolio, with an estimated market value of $745K.

What does the chart on this JXN ownership page compare?

The chart compares Accordant Advisory Group Inc's quarterly JXN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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