KI
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Kapitalo Investimentos’s Jackson Financial JXN Stock Holding History

Kapitalo Investimentos’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
-902
Closed -$78.5K – 211
2024
Q4 		$78.5K Buy
+902
New +$88.1K 0.05% 182
2024
Q1 		– Sell
-1,105
Closed -$56.6K – 417
2023
Q4 		$56.6K Buy
+1,105
New +$48.6K 0.01% 451

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

Kapitalo Investimentos's JXN Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Jackson Financial (JXN) in Q1 2025, closing a stake of 902 shares — an estimated $78.5K sold.

Kapitalo Investimentos first reported a position in JXN in Q4 2023 and held it in 2 quarters. The position peaked at $78.5K in Q4 2024. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Jackson Financial position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 902 Jackson Financial shares in Q1 2025, an estimated $78.5K.
  • Kapitalo Investimentos first reported a position in Jackson Financial in Q4 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Jackson Financial position peaked at $78.5K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.