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Belpointe Asset Management’s Jackson Financial JXN Stock Holding History

Belpointe Asset Management’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
-2,417
Closed -$217K – 989
2024
Q4 		$217K Buy
2,417
+2
+0.1% +$195 0.01% 782
2024
Q3 		$220K Sell
2,415
-1,254
-34% -$105K 0.01% 781
2024
Q2 		$272K Sell
3,669
-1,454
-28% -$104K 0.02% 621
2024
Q1 		$339K Sell
5,123
-2,577
-33% -$140K 0.03% 546
2023
Q4 		$394K Sell
7,700
-2,118
-22% -$93.2K 0.03% 438
2023
Q3 		$375K Sell
9,818
-4,420
-31% -$154K 0.04% 411
2023
Q2 		$436K Sell
14,238
-12,979
-48% -$418K 0.05% 342
2023
Q1 		$1.02M Buy
27,217
+27,180
+73,459% +$1.12M 0.06% 322
2022
Q4 		$1.29K Buy
+37
New +$1.29K ﹤0.01% 3387

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

Belpointe Asset Management's JXN Position: Q1 2025 in Review

Belpointe Asset Management sold out of Jackson Financial (JXN) in Q1 2025, closing a stake of 2,417 shares — an estimated $217K sold.

Belpointe Asset Management first reported a position in JXN in Q4 2022 and held it in 9 quarters. The position peaked at $1.02M in Q1 2023. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

  • Belpointe Asset Management reported no remaining Jackson Financial position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 2,417 Jackson Financial shares in Q1 2025, an estimated $217K.
  • Belpointe Asset Management first reported a position in Jackson Financial in Q4 2022 and held it in 9 quarters.
  • Belpointe Asset Management's Jackson Financial position peaked at $1.02M in Q1 2023.
  • 454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.