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B. Riley Wealth Advisors’s Jackson Financial JXN Stock Holding History

B. Riley 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
Q2 		– Sell
-13,600
Closed -$1.14M – 1233
2025
Q1 		$1.14M Buy
13,600
+400
+3% +$35.5K 0.03% 471
2024
Q4 		$1.15M Sell
13,200
-4,356
-25% -$425K 0.04% 411
2024
Q3 		$1.6M Sell
17,556
-4,906
-22% -$409K 0.04% 377
2024
Q2 		$1.67M Sell
22,462
-18,569
-45% -$1.33M 0.04% 391
2024
Q1 		$1.57M Buy
41,031
+5,819
+17% +$316K 0.04% 414
2023
Q4 		$1.8M Sell
35,212
-5,819
-14% -$256K 0.05% 385
2023
Q3 		$1.57M Sell
41,031
-15,802
-28% -$552K 0.04% 414
2023
Q2 		$1.74M Buy
56,833
+45,392
+397% +$1.46M 0.04% 409
2023
Q1 		$428K Buy
+11,441
New +$470K 0.01% 874

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

B. Riley Wealth Advisors's JXN Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 13,600 shares — an estimated $1.14M sold.

B. Riley Wealth Advisors first reported a position in JXN in Q1 2023 and held it in 9 quarters. The position peaked at $1.8M in Q4 2023. 460 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,600 Jackson Financial shares in Q2 2025, an estimated $1.14M.
  • B. Riley Wealth Advisors first reported a position in Jackson Financial in Q1 2023 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Jackson Financial position peaked at $1.8M in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.