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National Wealth Management Group’s Jackson Financial JXN Stock Holding History

National Wealth Management Group’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
2022
Q2 		– Sell
-32,727
Closed -$1.45M – 123
2022
Q1 		$1.45M Buy
32,727
+11,016
+51% +$459K 1.4% 16
2021
Q4 		$908K Buy
+21,711
New +$711K 0.85% 34

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

National Wealth Management Group's JXN Position: Q2 2022 in Review

National Wealth Management Group sold out of Jackson Financial (JXN) in Q2 2022, closing a stake of 32,727 shares — an estimated $1.45M sold.

National Wealth Management Group first reported a position in JXN in Q4 2021 and held it in 2 quarters. The position peaked at $1.45M in Q1 2022. 227 funds tracked by Wall St. Rank hold JXN as of Q2 2022.

  • National Wealth Management Group reported no remaining Jackson Financial position as of Q2 2022 after selling out during the quarter.
  • National Wealth Management Group sold 32,727 Jackson Financial shares in Q2 2022, an estimated $1.45M.
  • National Wealth Management Group first reported a position in Jackson Financial in Q4 2021 and held it in 2 quarters.
  • National Wealth Management Group's Jackson Financial position peaked at $1.45M in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.