Blue Trust Inc’s Jackson Financial JXN Stock Holding History

Blue Trust 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	$48.2K	Buy	456 +1	+0.2%	+$112	﹤0.01%	1344
2025 Q4	$48.5K	Buy	455 +3	+0.7%	+$298	﹤0.01%	1374
2025 Q3	$45.8K	Sell	452 -213	-32%	-$19.9K	﹤0.01%	1445
2025 Q2	$59K	Buy	665 +53	+9%	+$4.29K	﹤0.01%	1302
2025 Q1	$51.3K	Sell	612 -186	-23%	-$16.5K	﹤0.01%	1353
2024 Q4	$69.5K	Buy	798 +426	+115%	+$41.6K	﹤0.01%	1097
2024 Q3	$27.6K	Buy	372 +260	+232%	+$21.7K	﹤0.01%	1818
2024 Q2	$7.41K	Buy	112 +105	+1,500%	+$7.5K	﹤0.01%	2045
2024 Q1	$463	Sell	7 -102	-94%	-$5.54K	﹤0.01%	2017
2023 Q4	$5K	Buy	109 +99	+990%	+$4.36K	﹤0.01%	1844
2023 Q3	$0	Sell	10 -52	-84%	-$1.82K	﹤0.01%	2171
2023 Q2	$2K	Hold	62	–	–	﹤0.01%	1725
2023 Q1	$2K	Sell	62 -68	-52%	-$2.79K	﹤0.01%	2014
2022 Q4	$4K	Buy	130 +96	+282%	+$3.33K	﹤0.01%	1791
2022 Q3	$1K	Buy	34 +24	+240%	+$709	﹤0.01%	1943
2022 Q2	$0	Buy	+10	New	+$365	﹤0.01%	1946

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