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Orion Portfolio Solutions’s Jackson Financial JXN Stock Holding History

Orion Portfolio Solutions’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 		$590K Buy
7,038
+2,269
+48% +$201K 0.01% 1342
2024
Q4 		$415K Buy
4,769
+2,000
+72% +$195K ﹤0.01% 1414
2024
Q3 		$253K Buy
+2,769
New +$231K ﹤0.01% 1608

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

Orion Portfolio Solutions's JXN Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Jackson Financial (JXN) stake by 48% in Q1 2025, buying an estimated $201K and bringing the position to 7,038 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #1342.

Orion Portfolio Solutions first reported a position in JXN in Q3 2024 and has held it in 3 quarters since. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

  • Orion Portfolio Solutions held 7,038 shares of Jackson Financial worth $590K as of Q1 2025.
  • Orion Portfolio Solutions bought 2,269 Jackson Financial shares in Q1 2025, an estimated $201K.
  • Jackson Financial made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1342 holding.
  • Orion Portfolio Solutions first reported a position in Jackson Financial in Q3 2024 and has held it in 3 quarters since.
  • 454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.