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Western Wealth Management’s Jackson Financial JXN Stock Holding History

Western 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 		– Sell
-3,778
Closed -$316K – 739
2025
Q1 		$316K Sell
3,778
-865
-19% -$76.8K 0.02% 519
2024
Q4 		$404K Buy
4,643
+17
+0.4% +$1.66K 0.03% 433
2024
Q3 		$422K Buy
4,626
+15
+0.3% +$1.25K 0.02% 505
2024
Q2 		$342K Buy
4,611
+20
+0.4% +$1.43K 0.03% 454
2024
Q1 		$304K Sell
4,591
-399
-8% -$21.7K 0.02% 500
2023
Q4 		$255K Buy
+4,990
New +$220K 0.02% 593

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

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

Western Wealth Management sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 3,778 shares — an estimated $316K sold.

Western Wealth Management first reported a position in JXN in Q4 2023 and held it in 6 quarters. The position peaked at $422K in Q3 2024. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Western Wealth Management reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
  • Western Wealth Management sold 3,778 Jackson Financial shares in Q2 2025, an estimated $316K.
  • Western Wealth Management first reported a position in Jackson Financial in Q4 2023 and held it in 6 quarters.
  • Western Wealth Management's Jackson Financial position peaked at $422K in Q3 2024.
  • 459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.