ALPS Advisors’s Jackson Financial JXN Stock Holding History

ALPS 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
2023 Q3	–	Sell	-7,938	Closed	-$243K	–	1059
2023 Q2	$243K	Buy	7,938 +60	+0.8%	+$1.93K	﹤0.01%	954
2023 Q1	$295K	Sell	7,878 -1,853	-19%	-$76.1K	﹤0.01%	898
2022 Q4	$339K	Sell	9,731 -56	-0.6%	-$1.95K	﹤0.01%	776
2022 Q3	$272K	Buy	+9,787	New	+$289K	﹤0.01%	943

Other funds holding JXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

ALPS Advisors's JXN Position: Q3 2023 in Review

ALPS Advisors sold out of Jackson Financial (JXN) in Q3 2023, closing a stake of 7,938 shares — an estimated $243K sold.

ALPS Advisors first reported a position in JXN in Q3 2022 and held it in 4 quarters. The position peaked at $339K in Q4 2022. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

ALPS Advisors reported no remaining Jackson Financial position as of Q3 2023 after selling out during the quarter.
ALPS Advisors sold 7,938 Jackson Financial shares in Q3 2023, an estimated $243K.
ALPS Advisors first reported a position in Jackson Financial in Q3 2022 and held it in 4 quarters.
ALPS Advisors's Jackson Financial position peaked at $339K in Q4 2022.
297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on ALPS Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.