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Atria Wealth Solutions’s Jackson Financial JXN Stock Holding History

Atria Wealth Solutions’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
Q2 		$943K Sell
10,615
-3,788
-26% -$307K 0.02% 662
2025
Q1 		$1.21M Sell
14,403
-2,200
-13% -$195K 0.01% 808
2024
Q4 		$1.45M Sell
16,603
-9,154
-36% -$894K 0.02% 770
2024
Q3 		$2.35M Sell
25,757
-9,809
-28% -$818K 0.03% 575
2024
Q2 		$2.64M Sell
35,566
-2,699
-7% -$193K 0.03% 539
2024
Q1 		$2.53M Buy
38,265
+1,704
+5% +$92.5K 0.03% 565
2023
Q4 		$1.87M Buy
36,561
+6,152
+20% +$271K 0.02% 622
2023
Q3 		$1.16M Sell
30,409
-8,352
-22% -$292K 0.02% 747
2023
Q2 		$1.19M Buy
38,761
+4,554
+13% +$147K 0.02% 769
2023
Q1 		$1.28M Buy
34,207
+469
+1% +$19.3K 0.02% 709
2022
Q4 		$1.17M Buy
33,738
+2,132
+7% +$74.1K 0.02% 681
2022
Q3 		$877K Buy
31,606
+13,498
+75% +$399K 0.02% 763
2022
Q2 		$484K Buy
18,108
+7,532
+71% +$275K 0.01% 988
2022
Q1 		$468K Buy
+10,576
New +$441K 0.01% 1100

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Atria Wealth Solutions's JXN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Jackson Financial (JXN) stake by 26% in Q2 2025, selling an estimated $307K and leaving 10,615 shares worth $943K. The position accounts for 0.02% of the portfolio, ranked #662.

Atria Wealth Solutions first reported a position in JXN in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.64M in Q2 2024. 460 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Atria Wealth Solutions held 10,615 shares of Jackson Financial worth $943K as of Q2 2025.
  • Atria Wealth Solutions sold 3,788 Jackson Financial shares in Q2 2025, an estimated $307K.
  • Jackson Financial made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #662 holding.
  • Atria Wealth Solutions first reported a position in Jackson Financial in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Jackson Financial position peaked at $2.64M in Q2 2024.
  • 460 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.