CFM
JXN icon

Catalyst Funds Management’s Jackson Financial JXN Stock Holding History

Catalyst Funds 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
Q4 		– Sell
-4,500
Closed -$456K – 463
2025
Q3 		$456K Buy
4,500
+326
+8% +$30.5K 0.07% 252
2025
Q2 		$371K Sell
4,174
-6,266
-60% -$508K 0.1% 242
2025
Q1 		$875K Buy
+10,440
New +$927K 0.23% 127
2024
Q4 		– Sell
-1,300
Closed -$119K – 806
2024
Q3 		$119K Hold
1,300
– – 0.03% 452
2024
Q2 		$96.5K Buy
1,300
+1,120
+622% +$80K 0.03% 297
2024
Q1 		$11.9K Buy
+180
New +$9.77K ﹤0.01% 858

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 $3.38T AUM 44.17% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
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

Catalyst Funds Management's JXN Position: Q4 2025 in Review

Catalyst Funds Management sold out of Jackson Financial (JXN) in Q4 2025, closing a stake of 4,500 shares — an estimated $456K sold.

Catalyst Funds Management first reported a position in JXN in Q1 2024 and held it in 6 quarters. The position peaked at $875K in Q1 2025. 514 funds tracked by Wall St. Rank hold JXN as of Q4 2025.

  • Catalyst Funds Management reported no remaining Jackson Financial position as of Q4 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 4,500 Jackson Financial shares in Q4 2025, an estimated $456K.
  • Catalyst Funds Management first reported a position in Jackson Financial in Q1 2024 and held it in 6 quarters.
  • Catalyst Funds Management's Jackson Financial position peaked at $875K in Q1 2025.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2025.

Based on Catalyst Funds Management's 13F filing for Q4 2025, filed 9 Feb 2026.