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Arete Wealth Advisors’s Jackson Financial JXN Stock Holding History

Arete 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
2025
Q1 		– Sell
-2,859
Closed -$249K – 761
2024
Q4 		$249K Buy
2,859
+5
+0.2% +$488 0.02% 617
2024
Q3 		$258K Buy
+2,854
New +$238K 0.02% 569

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arete Wealth Advisors's JXN Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Jackson Financial (JXN) in Q1 2025, closing a stake of 2,859 shares — an estimated $249K sold.

Arete Wealth Advisors first reported a position in JXN in Q3 2024 and held it in 2 quarters. The position peaked at $258K in Q3 2024. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

  • Arete Wealth Advisors reported no remaining Jackson Financial position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,859 Jackson Financial shares in Q1 2025, an estimated $249K.
  • Arete Wealth Advisors first reported a position in Jackson Financial in Q3 2024 and held it in 2 quarters.
  • Arete Wealth Advisors's Jackson Financial position peaked at $258K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.