LIS
JXN icon

Legacy Investment Solutions’s Jackson Financial JXN Stock Holding History

Legacy Investment Solutions’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 		$7.81K Buy
+88
New +$7.13K ﹤0.01% 347
2024
Q4 		$10.5K Buy
113
+25
+28% +$2.44K 0.01% 283
2024
Q3 		$9.52K Buy
+88
New +$7.34K 0.01% 320

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

Legacy Investment Solutions's JXN Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Jackson Financial (JXN) in Q2 2025: 88 shares worth $7.81K. The stake represents ﹤0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in JXN as recently as Q4 2024.

Legacy Investment Solutions first reported a position in JXN in Q3 2024 and has held it in 3 quarters since. The position peaked at $10.5K in Q4 2024. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Legacy Investment Solutions held 88 shares of Jackson Financial worth $7.81K as of Q2 2025.
  • Jackson Financial was a new Legacy Investment Solutions position in Q2 2025.
  • Jackson Financial made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #347 holding.
  • Legacy Investment Solutions first reported a position in Jackson Financial in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Jackson Financial position peaked at $10.5K in Q4 2024.
  • 459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.