Algert Global’s Jackson Financial JXN Stock Holding History

Algert Global’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
2026 Q1	$21.5M	Sell	203,237 -73,557	-27%	-$8.23M	0.32%	51
2025 Q4	$29.5M	Buy	276,794 +35,290	+15%	+$3.51M	0.46%	18
2025 Q3	$24.4M	Buy	241,504 +43,239	+22%	+$4.04M	0.41%	22
2025 Q2	$17.6M	Buy	198,265 +85,218	+75%	+$6.9M	0.37%	32
2025 Q1	$9.47M	Buy	113,047 +47,070	+71%	+$4.18M	0.23%	103
2024 Q4	$5.75M	Buy	65,977 +55,390	+523%	+$5.41M	0.14%	245
2024 Q3	$966K	Sell	10,587 -22,070	-68%	-$1.84M	0.03%	753
2024 Q2	$2.42M	Sell	32,657 -23,523	-42%	-$1.68M	0.08%	408
2024 Q1	$3.72M	Buy	56,180 +22,530	+67%	+$1.22M	0.15%	237
2023 Q4	$1.72M	Buy	+33,650	New	+$1.48M	0.07%	463
2023 Q1	–	Sell	-6,270	Closed	-$218K	–	1225
2022 Q4	$218K	Buy	+6,270	New	+$218K	0.01%	996

Other funds holding JXN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return