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Parkworth Wealth Management’s Jackson Financial JXN Stock Holding History

Parkworth Wealth Management’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 		$178 Sell
2
-1
-33% -$81 ﹤0.01% 969
2025
Q1 		$251 Hold
3
– – ﹤0.01% 652
2024
Q4 		$261 Buy
+3
New +$293 ﹤0.01% 664

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

Parkworth Wealth Management's JXN Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Jackson Financial (JXN) stake by 33% in Q2 2025, selling an estimated $81 and leaving 2 shares worth $178. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Parkworth Wealth Management first reported a position in JXN in Q4 2024 and has held it in 3 quarters since. The position peaked at $261 in Q4 2024. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Jackson Financial worth $178 as of Q2 2025.
  • Parkworth Wealth Management sold 1 Jackson Financial share in Q2 2025, an estimated $81.
  • Jackson Financial made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #969 holding.
  • Parkworth Wealth Management first reported a position in Jackson Financial in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Jackson Financial position peaked at $261 in Q4 2024.
  • 459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.