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Jupiter Asset Management’s Jackson Financial JXN Stock Holding History

Jupiter Asset Management’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
-67,186
Closed -$5.63M – 481
2025
Q1 		$5.63M Sell
67,186
-365,326
-84% -$32.4M 0.05% 267
2024
Q4 		$37.7M Sell
432,512
-138,472
-24% -$13.5M 0.37% 88
2024
Q3 		$52.1M Sell
570,984
-608
-0.1% -$50.7K 0.46% 74
2024
Q2 		$42.4M Sell
571,592
-22,642
-4% -$1.62M 0.4% 81
2024
Q1 		$39.3M Sell
594,234
-46,230
-7% -$2.51M 0.38% 90
2023
Q4 		$32.8M Buy
640,464
+130,662
+26% +$5.75M 0.33% 95
2023
Q3 		$19.5M Buy
+509,802
New +$17.8M 0.22% 137
2023
Q2 		– Sell
-26,636
Closed -$996K – 538
2023
Q1 		$996K Sell
26,636
-6,546
-20% -$269K 0.01% 341
2022
Q4 		$1.15M Buy
33,182
+14,941
+82% +$519K 0.02% 361
2022
Q3 		$507K Sell
18,241
-66,370
-78% -$1.96M 0.01% 433
2022
Q2 		$2.26M Buy
+84,611
New +$3.09M 0.03% 359
2021
Q4 		– Sell
-155,265
Closed -$4.15M – 602
2021
Q3 		$4.15M Buy
+155,265
New +$4.22M 0.05% 277

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

Jupiter Asset Management's JXN Position: Q2 2025 in Review

Jupiter Asset Management sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 67,186 shares — an estimated $5.63M sold.

Jupiter Asset Management first reported a position in JXN in Q3 2021 and held it in 12 quarters. The position peaked at $52.1M in Q3 2024. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Jupiter Asset Management reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 67,186 Jackson Financial shares in Q2 2025, an estimated $5.63M.
  • Jupiter Asset Management first reported a position in Jackson Financial in Q3 2021 and held it in 12 quarters.
  • Jupiter Asset Management's Jackson Financial position peaked at $52.1M in Q3 2024.
  • 459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Jupiter Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.