OWA
JXN icon

One Wealth Advisors’s Jackson Financial JXN Stock Holding History

One Wealth 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
2024
Q2 		– Sell
-3,026
Closed -$200K – 250
2024
Q1 		$200K Sell
3,026
-1,861
-38% -$101K 0.03% 242
2023
Q4 		$250K Buy
+4,887
New +$215K 0.05% 181

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

One Wealth Advisors's JXN Position: Q2 2024 in Review

One Wealth Advisors sold out of Jackson Financial (JXN) in Q2 2024, closing a stake of 3,026 shares — an estimated $200K sold.

One Wealth Advisors first reported a position in JXN in Q4 2023 and held it in 2 quarters. The position peaked at $250K in Q4 2023. 384 funds tracked by Wall St. Rank hold JXN as of Q2 2024.

  • One Wealth Advisors reported no remaining Jackson Financial position as of Q2 2024 after selling out during the quarter.
  • One Wealth Advisors sold 3,026 Jackson Financial shares in Q2 2024, an estimated $200K.
  • One Wealth Advisors first reported a position in Jackson Financial in Q4 2023 and held it in 2 quarters.
  • One Wealth Advisors's Jackson Financial position peaked at $250K in Q4 2023.
  • 384 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.