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Harvest Investment Services’s Jackson Financial JXN Stock Holding History

Harvest Investment Services’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
-10,193
Closed -$888K – 320
2024
Q4 		$888K Buy
+10,193
New +$995K 0.22% 116

Other funds holding JXN

Vanguard Group
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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

Harvest Investment Services's JXN Position: Q1 2025 in Review

Harvest Investment Services sold out of Jackson Financial (JXN) in Q1 2025, closing a stake of 10,193 shares — an estimated $888K sold.

Harvest Investment Services first reported a position in JXN in Q4 2024 and held it in 1 quarter. The position peaked at $888K in Q4 2024. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

  • Harvest Investment Services reported no remaining Jackson Financial position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Services sold 10,193 Jackson Financial shares in Q1 2025, an estimated $888K.
  • Harvest Investment Services first reported a position in Jackson Financial in Q4 2024 and held it in 1 quarter.
  • Harvest Investment Services's Jackson Financial position peaked at $888K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.