B. Riley Wealth Advisors’s Jackson Financial JXN Stock Holding History

B. Riley Wealth 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
2024 Q4	$1.15M	Sell	13,200 -4,356	-25%	-$425K	0.04%	411
2024 Q3	$1.6M	Sell	17,556 -4,906	-22%	-$409K	0.04%	377
2024 Q2	$1.67M	Sell	22,462 -18,569	-45%	-$1.33M	0.04%	391
2024 Q1	$1.57M	Buy	41,031 +5,819	+17%	+$316K	0.04%	414
2023 Q4	$1.8M	Sell	35,212 -5,819	-14%	-$256K	0.05%	385
2023 Q3	$1.57M	Sell	41,031 -15,802	-28%	-$552K	0.04%	414
2023 Q2	$1.74M	Buy	56,833 +45,392	+397%	+$1.46M	0.04%	409
2023 Q1	$428K	Buy	+11,441	New	+$470K	0.01%	874

Other funds holding JXN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DSC

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

B. Riley Wealth Advisors's JXN Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Jackson Financial (JXN) stake by 25% in Q4 2024, selling an estimated $425K and leaving 13,200 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #411.

B. Riley Wealth Advisors first reported a position in JXN in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.8M in Q4 2023. 439 funds tracked by Wall St. Rank hold JXN as of Q4 2024.

B. Riley Wealth Advisors held 13,200 shares of Jackson Financial worth $1.15M as of Q4 2024.
B. Riley Wealth Advisors sold 4,356 Jackson Financial shares in Q4 2024, an estimated $425K.
Jackson Financial made up 0.04% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #411 holding.
B. Riley Wealth Advisors first reported a position in Jackson Financial in Q1 2023 and has held it in 8 quarters since.
B. Riley Wealth Advisors's Jackson Financial position peaked at $1.8M in Q4 2023.
439 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.