Aristides Capital’s Jackson Financial JXN Stock Holding History

Aristides Capital’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 Q4	–	Sell	-7,483	Closed	-$758K	–	310
2025 Q3	$758K	Hold	7,483	–	–	0.11%	108
2025 Q2	$664K	Hold	7,483	–	–	0.13%	91
2025 Q1	$627K	Hold	7,483	–	–	0.19%	84
2024 Q4	$652K	Buy	7,483 +810	+12%	+$79.1K	0.13%	96
2024 Q3	$609K	Sell	6,673 -29,327	-81%	-$2.45M	0.19%	89
2024 Q2	$2.67M	Sell	36,000 -12,000	-25%	-$857K	0.75%	22
2024 Q1	$3.17M	Hold	48,000	–	–	1.17%	20
2023 Q4	$2.46M	Hold	48,000	–	–	0.9%	20
2023 Q3	$1.83M	Hold	48,000	–	–	0.8%	27
2023 Q2	$1.47M	Hold	48,000	–	–	0.6%	40
2023 Q1	$1.8M	Sell	48,000 -24,378	-34%	-$1M	0.96%	28
2022 Q4	$2.52M	Buy	72,378 +44,378	+158%	+$1.54M	1.28%	18
2022 Q3	$777K	Hold	28,000	–	–	0.59%	54
2022 Q2	$749K	Buy	28,000 +15,000	+115%	+$547K	0.51%	63
2022 Q1	$575K	Sell	13,000 -21,000	-62%	-$875K	0.35%	81
2021 Q4	$1.42M	Sell	34,000 -36,000	-51%	-$1.18M	0.65%	34
2021 Q3	$1.82M	Buy	+70,000	New	+$1.9M	0.67%	30

Other funds holding JXN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aristides Capital's JXN Position: Q4 2025 in Review

Aristides Capital sold out of Jackson Financial (JXN) in Q4 2025, closing a stake of 7,483 shares — an estimated $758K sold.

Aristides Capital first reported a position in JXN in Q3 2021 and held it in 17 quarters. The position peaked at $3.17M in Q1 2024. 514 funds tracked by Wall St. Rank hold JXN as of Q4 2025.

Aristides Capital reported no remaining Jackson Financial position as of Q4 2025 after selling out during the quarter.
Aristides Capital sold 7,483 Jackson Financial shares in Q4 2025, an estimated $758K.
Aristides Capital first reported a position in Jackson Financial in Q3 2021 and held it in 17 quarters.
Aristides Capital's Jackson Financial position peaked at $3.17M in Q1 2024.
514 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2025.

Based on Aristides Capital's 13F filing for Q4 2025, filed 12 Feb 2026.