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Cornercap Investment Counsel’s Jackson Financial JXN Stock Holding History

Cornercap Investment Counsel’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
Q1 		– Sell
-3,789
Closed -$330K – 310
2024
Q4 		$330K Hold
3,789
– – 0.11% 329
2024
Q3 		$346K Sell
3,789
-4,020
-51% -$335K 0.1% 327
2024
Q2 		$580K Buy
+7,809
New +$558K 0.09% 364
2023
Q2 		– Sell
-30,250
Closed -$1.13M – 622
2023
Q1 		$1.13M Buy
30,250
+206
+0.7% +$8.46K 0.2% 144
2022
Q4 		$1.05M Buy
+30,044
New +$1.04M 0.18% 193

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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornercap Investment Counsel's JXN Position: Q1 2025 in Review

Cornercap Investment Counsel sold out of Jackson Financial (JXN) in Q1 2025, closing a stake of 3,789 shares — an estimated $330K sold.

Cornercap Investment Counsel first reported a position in JXN in Q4 2022 and held it in 5 quarters. The position peaked at $1.13M in Q1 2023. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

  • Cornercap Investment Counsel reported no remaining Jackson Financial position as of Q1 2025 after selling out during the quarter.
  • Cornercap Investment Counsel sold 3,789 Jackson Financial shares in Q1 2025, an estimated $330K.
  • Cornercap Investment Counsel first reported a position in Jackson Financial in Q4 2022 and held it in 5 quarters.
  • Cornercap Investment Counsel's Jackson Financial position peaked at $1.13M in Q1 2023.
  • 454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Cornercap Investment Counsel's 13F filing for Q1 2025, filed 2 May 2025.