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	–	319
2025 Q3	$758K	Hold	7,483	–	–	0.22%	108
2025 Q2	$664K	Hold	7,483	–	–	0.21%	91
2025 Q1	$627K	Hold	7,483	–	–	0.23%	84
2024 Q4	$652K	Buy	7,483 +810	+12%	+$79.1K	0.2%	96
2024 Q3	$609K	Sell	6,673 -29,327	-81%	-$2.45M	0.25%	89
2024 Q2	$2.67M	Sell	36,000 -12,000	-25%	-$857K	1.12%	22
2024 Q1	$3.17M	Hold	48,000	–	–	1.34%	20
2023 Q4	$2.46M	Hold	48,000	–	–	1.24%	20
2023 Q3	$1.83M	Hold	48,000	–	–	1.22%	27
2023 Q2	$1.47M	Hold	48,000	–	–	0.87%	40
2023 Q1	$1.8M	Sell	48,000 -24,378	-34%	-$1M	1.13%	28
2022 Q4	$2.52M	Buy	72,378 +44,378	+158%	+$1.54M	1.55%	18
2022 Q3	$777K	Hold	28,000	–	–	0.66%	54
2022 Q2	$749K	Buy	28,000 +15,000	+115%	+$547K	0.58%	63
2022 Q1	$575K	Sell	13,000 -21,000	-62%	-$875K	0.39%	81
2021 Q4	$1.42M	Sell	34,000 -36,000	-51%	-$1.18M	0.82%	34
2021 Q3	$1.82M	Buy	+70,000	New	+$1.9M	1.35%	30

Other funds holding JXN

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

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

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

HSBC Holdings London, United Kingdom $168B 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

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