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Norris Financial Group’s Jackson Financial JXN Stock Holding History

Norris Financial 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
2025
Q1 		– Sell
-17,961
Closed -$1.56M – 95
2024
Q4 		$1.56M Sell
17,961
-4,252
-19% -$415K 0.73% 37
2024
Q3 		$2.03M Sell
22,213
-6,354
-22% -$530K 1% 26
2024
Q2 		$2.12M Sell
28,567
-21,697
-43% -$1.55M 1.1% 26
2024
Q1 		$3.32M Sell
50,264
-4,774
-9% -$259K 1.82% 15
2023
Q4 		$2.82M Sell
55,038
-3,358
-6% -$148K 1.71% 16
2023
Q3 		$2.23M Buy
58,396
+1,714
+3% +$59.9K 1.55% 18
2023
Q2 		$1.74M Buy
56,682
+15,359
+37% +$495K 1.2% 30
2023
Q1 		$1.55M Buy
+41,323
New +$1.7M 1.13% 29

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norris Financial Group's JXN Position: Q1 2025 in Review

Norris Financial Group sold out of Jackson Financial (JXN) in Q1 2025, closing a stake of 17,961 shares — an estimated $1.56M sold.

Norris Financial Group first reported a position in JXN in Q1 2023 and held it in 8 quarters. The position peaked at $3.32M in Q1 2024. 455 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

  • Norris Financial Group reported no remaining Jackson Financial position as of Q1 2025 after selling out during the quarter.
  • Norris Financial Group sold 17,961 Jackson Financial shares in Q1 2025, an estimated $1.56M.
  • Norris Financial Group first reported a position in Jackson Financial in Q1 2023 and held it in 8 quarters.
  • Norris Financial Group's Jackson Financial position peaked at $3.32M in Q1 2024.
  • 455 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Norris Financial Group's 13F filing for Q1 2025, filed 20 May 2026.