Ancora Advisors’s Jackson Financial JXN Stock Holding History

Ancora 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
2026 Q1	$4.75M	Sell	44,930 -3,480	-7%	-$389K	0.1%	189
2025 Q4	$5.16M	Sell	48,410 -70	-0.1%	-$6.96K	0.11%	182
2025 Q3	$4.91M	Sell	48,480 -44,080	-48%	-$4.12M	0.1%	182
2025 Q2	$8.22M	Buy	92,560 +820	+0.9%	+$66.4K	0.17%	123
2025 Q1	$7.69M	Buy	91,740 +20,910	+30%	+$1.86M	0.17%	124
2024 Q4	$6.17M	Sell	70,830 -18,217	-20%	-$1.78M	0.14%	140
2024 Q3	$8.12M	Sell	89,047 -20,710	-19%	-$1.73M	0.19%	115
2024 Q2	$8.15M	Sell	109,757 -32,463	-23%	-$2.32M	0.2%	100
2024 Q1	$9.41M	Sell	142,220 -20,917	-13%	-$1.14M	0.22%	95
2023 Q4	$8.35M	Buy	163,137 +1,400	+0.9%	+$61.6K	0.2%	108
2023 Q3	$6.18M	Sell	161,737 -67,801	-30%	-$2.37M	0.17%	128
2023 Q2	$7.03M	Sell	229,538 -40,440	-15%	-$1.3M	0.19%	109
2023 Q1	$10.1M	Sell	269,978 -116,241	-30%	-$4.77M	0.29%	69
2022 Q4	$13.4M	Buy	386,219 +1,587	+0.4%	+$55.1K	0.39%	51
2022 Q3	$10.7M	Sell	384,632 -31,028	-7%	-$917K	0.34%	58
2022 Q2	$11.1M	Sell	415,660 -57,858	-12%	-$2.11M	0.32%	65
2022 Q1	$20.9M	Sell	473,518 -62,580	-12%	-$2.61M	0.51%	45
2021 Q4	$22.4M	Sell	536,098 -16,332	-3%	-$535K	0.53%	43
2021 Q3	$14.4M	Buy	+552,430	New	+$15M	0.37%	68

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