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Summit Securities Group’s Jackson Financial JXN Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-720
Closed -$63.9K – 1205
2025
Q2 		$63.9K Buy
+720
New +$58.3K 0.01% 469
2024
Q2 		– Sell
-2
Closed – – 675
2024
Q1 		$0 Sell
2
-22,298
-100% -$1.21M ﹤0.01% 700
2023
Q4 		$1.14M Buy
22,300
+18,600
+503% +$818K 0.1% 130
2023
Q3 		$141K Buy
+3,700
New +$129K 0.01% 197

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Summit Securities Group's JXN Position: Q3 2025 in Review

Summit Securities Group sold out of Jackson Financial (JXN) in Q3 2025, closing a stake of 720 shares — an estimated $63.9K sold.

Summit Securities Group first reported a position in JXN in Q3 2023 and held it in 4 quarters. The position peaked at $1.14M in Q4 2023. 478 funds tracked by Wall St. Rank hold JXN as of Q3 2025.

  • Summit Securities Group reported no remaining Jackson Financial position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 720 Jackson Financial shares in Q3 2025, an estimated $63.9K.
  • Summit Securities Group first reported a position in Jackson Financial in Q3 2023 and held it in 4 quarters.
  • Summit Securities Group's Jackson Financial position peaked at $1.14M in Q4 2023.
  • 478 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.