AssetMark Inc

AssetMark Inc’s Jackson Financial JXN Stock Holding History

AssetMark Inc’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	$11.3M	Buy	106,942 +6,634	+7%	+$742K	0.02%	471
2025 Q4	$10.7M	Buy	100,308 +5,414	+6%	+$538K	0.02%	477
2025 Q3	$9.61M	Buy	94,894 +6,008	+7%	+$561K	0.02%	469
2025 Q2	$7.89M	Sell	88,886 -1,274	-1%	-$103K	0.02%	476
2025 Q1	$7.55M	Sell	90,160 -2,348	-3%	-$209K	0.02%	414
2024 Q4	$8.06M	Buy	92,508 +867	+0.9%	+$84.7K	0.02%	397
2024 Q3	$8.36M	Buy	91,641 +6,724	+8%	+$561K	0.02%	360
2024 Q2	$6.31M	Buy	84,917 +5,065	+6%	+$362K	0.02%	387
2024 Q1	$5.28M	Buy	79,852 +35,514	+80%	+$1.93M	0.02%	403
2023 Q4	$2.27M	Buy	+44,338	New	+$1.95M	0.01%	511

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