CMF
Counterpoint Mutual Funds’s Jackson Financial JXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
+8,207
| New | +$729K | 0.06% | 94 |
|
|
2024
Q4 | $689K | Buy |
7,918
+2,917
| +58% | +$254K | 0.09% | 97 |
|
|
2024
Q3 | $456K | Sell |
5,001
-9,917
| -66% | -$905K | 0.09% | 107 |
|
|
2024
Q2 | $1.11M | Buy |
14,918
+11,077
| +288% | +$823K | 0.26% | 13 |
|
|
2024
Q1 | $254K | Sell |
3,841
-277
| -7% | -$18.3K | 0.06% | 123 |
|
|
2023
Q4 | $211K | Buy |
+4,118
| New | +$211K | 0.08% | 52 |
|
|
2023
Q3 | – | Sell |
-4,205
| Closed | -$129K | – | 390 |
|
|
2023
Q2 | $129K | Buy |
4,205
+1,185
| +39% | +$36.3K | 0.12% | 83 |
|
|
2023
Q1 | $113K | Sell |
3,020
-3,786
| -56% | -$142K | 0.1% | 98 |
|
|
2022
Q4 | $237K | Buy |
+6,806
| New | +$237K | 0.25% | 35 |
|
|
2022
Q3 | – | Sell |
-4,699
| Closed | -$126K | – | 295 |
|
|
2022
Q2 | $126K | Buy |
4,699
+2,708
| +136% | +$72.6K | 0.09% | 116 |
|
|
2022
Q1 | $88K | Buy |
+1,991
| New | +$88K | 0.07% | 39 |
|