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Marcum Wealth’s Jackson Financial JXN Stock Holding History

Marcum Wealth’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 		$257K Buy
3,073
+3
+0.1% +$266 0.02% 317
2024
Q4 		$267K Buy
3,070
+14
+0.5% +$1.37K 0.02% 303
2024
Q3 		$279K Buy
+3,056
New +$255K 0.03% 302

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

Marcum Wealth's JXN Position: Q1 2025 in Review

Marcum Wealth increased its Jackson Financial (JXN) stake by 0.1% in Q1 2025, buying an estimated $266 and bringing the position to 3,073 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #317.

Marcum Wealth first reported a position in JXN in Q3 2024 and has held it in 3 quarters since. The position peaked at $279K in Q3 2024. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

  • Marcum Wealth held 3,073 shares of Jackson Financial worth $257K as of Q1 2025.
  • Marcum Wealth bought 3 Jackson Financial shares in Q1 2025, an estimated $266.
  • Jackson Financial made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #317 holding.
  • Marcum Wealth first reported a position in Jackson Financial in Q3 2024 and has held it in 3 quarters since.
  • Marcum Wealth's Jackson Financial position peaked at $279K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.