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Oppenheimer & Co’s Jackson Financial JXN Stock Holding History

Oppenheimer & Co’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
Q2 		– Sell
-7,421
Closed -$622K – 1659
2025
Q1 		$622K Sell
7,421
-6,065
-45% -$539K 0.01% 1006
2024
Q4 		$1.17M Sell
13,486
-3
-0% -$293 0.02% 725
2024
Q3 		$1.23M Buy
13,489
+1,564
+13% +$130K 0.02% 723
2024
Q2 		$886K Buy
11,925
+4,920
+70% +$352K 0.01% 814
2024
Q1 		$463K Sell
7,005
-982
-12% -$53.3K 0.01% 1020
2023
Q4 		$409K Buy
+7,987
New +$351K 0.01% 1034

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
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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Oppenheimer & Co's JXN Position: Q2 2025 in Review

Oppenheimer & Co sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 7,421 shares — an estimated $622K sold.

Oppenheimer & Co first reported a position in JXN in Q4 2023 and held it in 6 quarters. The position peaked at $1.23M in Q3 2024. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Oppenheimer & Co reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 7,421 Jackson Financial shares in Q2 2025, an estimated $622K.
  • Oppenheimer & Co first reported a position in Jackson Financial in Q4 2023 and held it in 6 quarters.
  • Oppenheimer & Co's Jackson Financial position peaked at $1.23M in Q3 2024.
  • 459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Oppenheimer & Co's 13F filing for Q2 2025, filed 31 Jul 2025.