Lavaca Capital’s Jackson Financial JXN Stock Holding History

Lavaca Capital’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	-580	Closed	-$50.5K	–	278
2024 Q4	$50.5K	Buy	+580	New	+$56.6K	0.02%	176

Other funds holding JXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lavaca Capital's JXN Position: Q1 2025 in Review

Lavaca Capital sold out of Jackson Financial (JXN) in Q1 2025, closing a stake of 580 shares — an estimated $50.5K sold.

Lavaca Capital first reported a position in JXN in Q4 2024 and held it in 1 quarter. The position peaked at $50.5K in Q4 2024. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

Lavaca Capital reported no remaining Jackson Financial position as of Q1 2025 after selling out during the quarter.
Lavaca Capital sold 580 Jackson Financial shares in Q1 2025, an estimated $50.5K.
Lavaca Capital first reported a position in Jackson Financial in Q4 2024 and held it in 1 quarter.
Lavaca Capital's Jackson Financial position peaked at $50.5K in Q4 2024.
454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Lavaca Capital's 13F filing for Q1 2025, filed 15 May 2025.