CA
JXN icon

Cetera Advisors’s Jackson Financial JXN Stock Holding History

Cetera 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
Q1 		$364K Buy
5,503
+576
+12% +$31.3K ﹤0.01% 1813
2023
Q4 		$252K Sell
4,927
-4,970
-50% -$219K ﹤0.01% 1519
2023
Q3 		$378K Sell
9,897
-8,317
-46% -$291K 0.01% 1207
2023
Q2 		$558K Sell
18,214
-12,277
-40% -$395K 0.01% 996
2023
Q1 		$1.14M Sell
30,491
-945
-3% -$38.8K 0.02% 644
2022
Q4 		$1.09M Buy
+31,436
New +$1.09M 0.02% 645

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Advisors's JXN Position: Q1 2024 in Review

Cetera Advisors increased its Jackson Financial (JXN) stake by 12% in Q1 2024, buying an estimated $31.3K and bringing the position to 5,503 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Cetera Advisors first reported a position in JXN in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.14M in Q1 2023. 369 funds tracked by Wall St. Rank hold JXN as of Q1 2024.

  • Cetera Advisors held 5,503 shares of Jackson Financial worth $364K as of Q1 2024.
  • Cetera Advisors bought 576 Jackson Financial shares in Q1 2024, an estimated $31.3K.
  • Jackson Financial made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1813 holding.
  • Cetera Advisors first reported a position in Jackson Financial in Q4 2022 and has held it in 6 quarters since.
  • Cetera Advisors's Jackson Financial position peaked at $1.14M in Q1 2023.
  • 369 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.