Benjamin F. Edwards & Company’s Jackson Financial JXN Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$622K	Buy	8,386 +2,011	+32%	+$144K	0.01%	642
2024 Q1	$422K	Sell	6,375 -413	-6%	-$22.4K	0.01%	690
2023 Q4	$348K	Buy	6,788 +13	+0.2%	+$572	0.01%	710
2023 Q3	$259K	Buy	6,775 +750	+12%	+$26.2K	0.01%	667
2023 Q2	$184K	Buy	6,025 +500	+9%	+$16.1K	0.01%	757
2023 Q1	$207K	Buy	5,525 +1,925	+53%	+$79K	0.01%	706
2022 Q4	$125K	Buy	+3,600	New	+$125K	0.01%	834
2022 Q3	–	Sell	-40	Closed	-$1K	–	1872
2022 Q2	$1K	Buy	+40	New	+$1.46K	﹤0.01%	1750

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

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

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

Benjamin F. Edwards & Company's JXN Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Jackson Financial (JXN) stake by 32% in Q2 2024, buying an estimated $144K and bringing the position to 8,386 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #642.

Benjamin F. Edwards & Company first reported a position in JXN in Q2 2022 and has held it in 8 quarters since. 384 funds tracked by Wall St. Rank hold JXN as of Q2 2024.

Benjamin F. Edwards & Company held 8,386 shares of Jackson Financial worth $622K as of Q2 2024.
Benjamin F. Edwards & Company bought 2,011 Jackson Financial shares in Q2 2024, an estimated $144K.
Jackson Financial made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #642 holding.
Benjamin F. Edwards & Company first reported a position in Jackson Financial in Q2 2022 and has held it in 8 quarters since.
384 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.