Atria Investments’s Jackson Financial JXN Stock Holding History

Atria Investments’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	$950K	Sell	8,988 -1,119	-11%	-$125K	0.01%	1082
2025 Q4	$1.08M	Buy	10,107 +761	+8%	+$75.7K	0.01%	1020
2025 Q3	$946K	Buy	9,346 +729	+8%	+$68.1K	0.01%	1083
2025 Q2	$765K	Buy	8,617 +1,144	+15%	+$92.7K	0.01%	1187
2025 Q1	$626K	Buy	7,473 +254	+4%	+$22.6K	0.01%	1236
2024 Q4	$629K	Buy	7,219 +1,773	+33%	+$173K	0.01%	1210
2024 Q3	$497K	Buy	5,446 +1,433	+36%	+$120K	0.01%	1318
2024 Q2	$298K	Buy	+4,013	New	+$287K	﹤0.01%	1589

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