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LGT Financial Advisors’s Jackson Financial JXN Stock Holding History

LGT Financial Advisors’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
-62
Closed -$5.4K – 526
2024
Q4 		$5.4K Hold
62
– – 0.01% 534
2024
Q3 		$5.66K Hold
62
– – 0.01% 509
2024
Q2 		$4.6K Hold
62
– – 0.01% 606
2024
Q1 		$4.1K Hold
62
– – ﹤0.01% 650
2023
Q4 		$3.17K Hold
62
– – ﹤0.01% 713
2023
Q3 		$2.37K Buy
+62
New +$2.17K ﹤0.01% 798

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

LGT Financial Advisors's JXN Position: Q1 2025 in Review

LGT Financial Advisors sold out of Jackson Financial (JXN) in Q1 2025, closing a stake of 62 shares — an estimated $5.4K sold.

LGT Financial Advisors first reported a position in JXN in Q3 2023 and held it in 6 quarters. The position peaked at $5.66K in Q3 2024. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

  • LGT Financial Advisors reported no remaining Jackson Financial position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 62 Jackson Financial shares in Q1 2025, an estimated $5.4K.
  • LGT Financial Advisors first reported a position in Jackson Financial in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Jackson Financial position peaked at $5.66K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.