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Brookwood Investment Group’s Jackson Financial JXN Stock Holding History

Brookwood Investment Group’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
-5,084
Closed -$426K – 490
2025
Q1 		$426K Buy
+5,084
New +$451K 0.07% 245

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
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Brookwood Investment Group's JXN Position: Q2 2025 in Review

Brookwood Investment Group sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 5,084 shares — an estimated $426K sold.

Brookwood Investment Group first reported a position in JXN in Q1 2025 and held it in 1 quarter. The position peaked at $426K in Q1 2025. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Brookwood Investment Group reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 5,084 Jackson Financial shares in Q2 2025, an estimated $426K.
  • Brookwood Investment Group first reported a position in Jackson Financial in Q1 2025 and held it in 1 quarter.
  • Brookwood Investment Group's Jackson Financial position peaked at $426K in Q1 2025.
  • 459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Brookwood Investment Group's 13F filing for Q2 2025, filed 1 Aug 2025.