Corient Private Wealth
JXN icon

Corient Private Wealth’s Jackson Financial JXN Stock Holding History

Corient Private Wealth’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
2026
Q1 		$1.28M Sell
12,143
-12,903
-52% -$1.44M ﹤0.01% 1501
2025
Q4 		$2.67M Buy
25,046
+13,390
+115% +$1.33M ﹤0.01% 1370
2025
Q3 		$1.18M Buy
11,656
+24
+0.2% +$2.24K ﹤0.01% 1356
2025
Q2 		$1.03M Buy
11,632
+530
+5% +$42.9K ﹤0.01% 1351
2025
Q1 		$931K Sell
11,102
-2,358
-18% -$209K ﹤0.01% 1308
2024
Q4 		$1.17M Buy
13,460
+9,518
+241% +$929K ﹤0.01% 1245
2024
Q3 		$360K Sell
3,942
-7,384
-65% -$616K ﹤0.01% 1927
2024
Q2 		$841K Sell
11,326
-722
-6% -$51.6K ﹤0.01% 1395
2024
Q1 		$797K Buy
+12,048
New +$654K ﹤0.01% 1401
2023
Q3 		– Sell
-22,357
Closed -$684K – 2194
2023
Q2 		$684K Buy
+22,357
New +$720K ﹤0.01% 1301
2023
Q1 		– Sell
-15,269
Closed -$531K – 2035
2022
Q4 		$531K Buy
+15,269
New +$531K ﹤0.01% 1122

Other funds holding JXN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return