Claris Advisors’s Jackson Financial JXN Stock Holding History

Claris 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	–	Sell	-6	Closed	-$547	–	621
2024 Q3	$547	Buy	+6	New	+$500	﹤0.01%	619

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

Claris Advisors's JXN Position: Q4 2024 in Review

Claris Advisors sold out of Jackson Financial (JXN) in Q4 2024, closing a stake of 6 shares — an estimated $547 sold.

Claris Advisors first reported a position in JXN in Q3 2024 and held it in 1 quarter. The position peaked at $547 in Q3 2024. 439 funds tracked by Wall St. Rank hold JXN as of Q4 2024.

Claris Advisors reported no remaining Jackson Financial position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 6 Jackson Financial shares in Q4 2024, an estimated $547.
Claris Advisors first reported a position in Jackson Financial in Q3 2024 and held it in 1 quarter.
Claris Advisors's Jackson Financial position peaked at $547 in Q3 2024.
439 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.