Capstone Investment Advisors
JXN icon

Capstone Investment Advisors’s Jackson Financial JXN Stock Holding History

Capstone Investment 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
Q4 		– Sell
-2,082
Closed -$211K – 1840
2025
Q3 		$211K Buy
+2,082
New +$195K ﹤0.01% 1805

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State Street
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DSC
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capstone Investment Advisors's JXN Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Jackson Financial (JXN) in Q4 2025, closing a stake of 2,082 shares — an estimated $211K sold.

Capstone Investment Advisors first reported a position in JXN in Q3 2025 and held it in 1 quarter. The position peaked at $211K in Q3 2025. 514 funds tracked by Wall St. Rank hold JXN as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Jackson Financial position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,082 Jackson Financial shares in Q4 2025, an estimated $211K.
  • Capstone Investment Advisors first reported a position in Jackson Financial in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's Jackson Financial position peaked at $211K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.