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Continuum Advisory’s Jackson Financial JXN Stock Holding History

Continuum Advisory’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 		– Sell
-307
Closed -$25.7K – 1042
2025
Q1 		$25.7K Hold
307
– – ﹤0.01% 812
2024
Q4 		$26.7K Hold
307
– – ﹤0.01% 790
2024
Q3 		$30.9K Buy
307
+1
+0.3% +$83 ﹤0.01% 745
2024
Q2 		$22.7K Hold
306
– – ﹤0.01% 770
2024
Q1 		$24.1K Buy
+306
New +$16.6K ﹤0.01% 748

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
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Continuum Advisory's JXN Position: Q2 2025 in Review

Continuum Advisory sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 307 shares — an estimated $25.7K sold.

Continuum Advisory first reported a position in JXN in Q1 2024 and held it in 5 quarters. The position peaked at $30.9K in Q3 2024. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Continuum Advisory reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 307 Jackson Financial shares in Q2 2025, an estimated $25.7K.
  • Continuum Advisory first reported a position in Jackson Financial in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Jackson Financial position peaked at $30.9K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.