CWM
JXN icon

Congress Wealth Management’s Jackson Financial JXN Stock Holding History

Congress Wealth 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
Q2 		$603K Buy
6,793
+267
+4% +$21.6K 0.01% 863
2025
Q1 		$547K Buy
+6,526
New +$580K 0.01% 791

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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

Congress Wealth Management's JXN Position: Q2 2025 in Review

Congress Wealth Management increased its Jackson Financial (JXN) stake by 4.1% in Q2 2025, buying an estimated $21.6K and bringing the position to 6,793 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #863.

Congress Wealth Management first reported a position in JXN in Q1 2025 and has held it in 2 quarters since. 460 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Congress Wealth Management held 6,793 shares of Jackson Financial worth $603K as of Q2 2025.
  • Congress Wealth Management bought 267 Jackson Financial shares in Q2 2025, an estimated $21.6K.
  • Jackson Financial made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #863 holding.
  • Congress Wealth Management first reported a position in Jackson Financial in Q1 2025 and has held it in 2 quarters since.
  • 460 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.