JWM
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Jackson Wealth Management’s Capital One COF Stock Holding History

Jackson Wealth Management’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,432
Closed -$517K – 163
2025
Q2 		$517K Buy
+2,432
New +$454K 0.06% 113

Other funds holding COF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Jackson Wealth Management's COF Position: Q3 2025 in Review

Jackson Wealth Management sold out of Capital One (COF) in Q3 2025, closing a stake of 2,432 shares — an estimated $517K sold.

Jackson Wealth Management first reported a position in COF in Q2 2025 and held it in 1 quarter. The position peaked at $517K in Q2 2025. 1,998 funds tracked by Wall St. Rank hold COF as of Q3 2025.

  • Jackson Wealth Management reported no remaining Capital One position as of Q3 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 2,432 Capital One shares in Q3 2025, an estimated $517K.
  • Jackson Wealth Management first reported a position in Capital One in Q2 2025 and held it in 1 quarter.
  • Jackson Wealth Management's Capital One position peaked at $517K in Q2 2025.
  • 1,998 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Jackson Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.