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Clearstead Trust’s Jackson Financial JXN Stock Holding History

Clearstead Trust’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
-19
Closed -$1.92K – 1272
2025
Q3 		$1.92K Hold
19
– – ﹤0.01% 1004
2025
Q2 		$1.69K Buy
+19
New +$1.54K ﹤0.01% 1001
2024
Q1 		– Sell
-200
Closed -$10.2K – 441
2023
Q4 		$10.2K Buy
+200
New +$8.8K ﹤0.01% 335

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 $3.37T AUM 44.26% 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

Clearstead Trust's JXN Position: Q4 2025 in Review

Clearstead Trust sold out of Jackson Financial (JXN) in Q4 2025, closing a stake of 19 shares — an estimated $1.92K sold.

Clearstead Trust first reported a position in JXN in Q4 2023 and held it in 3 quarters. The position peaked at $10.2K in Q4 2023. 514 funds tracked by Wall St. Rank hold JXN as of Q4 2025.

  • Clearstead Trust reported no remaining Jackson Financial position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 19 Jackson Financial shares in Q4 2025, an estimated $1.92K.
  • Clearstead Trust first reported a position in Jackson Financial in Q4 2023 and held it in 3 quarters.
  • Clearstead Trust's Jackson Financial position peaked at $10.2K in Q4 2023.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.