CG
JXN icon

Caprock Group’s Jackson Financial JXN Stock Holding History

Caprock 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
Q1 		$329K Sell
3,921
-297
-7% -$26.4K 0.01% 844
2024
Q4 		$367K Buy
4,218
+173
+4% +$16.9K 0.01% 727
2024
Q3 		$369K Buy
+4,045
New +$337K 0.01% 655

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

Caprock Group's JXN Position: Q1 2025 in Review

Caprock Group reduced its Jackson Financial (JXN) stake by 7% in Q1 2025, selling an estimated $26.4K and leaving 3,921 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #844.

Caprock Group first reported a position in JXN in Q3 2024 and has held it in 3 quarters since. The position peaked at $369K in Q3 2024. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

  • Caprock Group held 3,921 shares of Jackson Financial worth $329K as of Q1 2025.
  • Caprock Group sold 297 Jackson Financial shares in Q1 2025, an estimated $26.4K.
  • Jackson Financial made up 0.01% of Caprock Group's portfolio in Q1 2025, its #844 holding.
  • Caprock Group first reported a position in Jackson Financial in Q3 2024 and has held it in 3 quarters since.
  • Caprock Group's Jackson Financial position peaked at $369K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Caprock Group's 13F filing for Q1 2025, filed 15 May 2025.