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Rise Advisors’s Jackson Financial JXN Stock Holding History

Rise 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
2025
Q4 		– Sell
-145
Closed -$14.7K – 787
2025
Q3 		$14.7K Hold
145
– – 0.01% 771
2025
Q2 		$12.9K Sell
145
-5
-3% -$405 0.01% 835
2025
Q1 		$12.6K Buy
+150
New +$13.3K 0.01% 821

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 $3.38T AUM 44.17% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rise Advisors's JXN Position: Q4 2025 in Review

Rise Advisors sold out of Jackson Financial (JXN) in Q4 2025, closing a stake of 145 shares — an estimated $14.7K sold.

Rise Advisors first reported a position in JXN in Q1 2025 and held it in 3 quarters. The position peaked at $14.7K in Q3 2025. 514 funds tracked by Wall St. Rank hold JXN as of Q4 2025.

  • Rise Advisors reported no remaining Jackson Financial position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 145 Jackson Financial shares in Q4 2025, an estimated $14.7K.
  • Rise Advisors first reported a position in Jackson Financial in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Jackson Financial position peaked at $14.7K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.