C
JXN icon

Covestor’s Jackson Financial JXN Stock Holding History

Covestor’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 		$96K Buy
909
+117
+15% +$13.1K 0.07% 304
2025
Q4 		$85K Sell
792
-312
-28% -$31K 0.04% 658
2025
Q3 		$112K Sell
1,104
-230
-17% -$21.5K 0.06% 514
2025
Q2 		$118K Buy
1,334
+1,119
+520% +$90.6K 0.07% 454
2025
Q1 		$18K Sell
215
-1,771
-89% -$157K 0.01% 1232
2024
Q4 		$173K Buy
1,986
+436
+28% +$42.6K 0.11% 241
2024
Q3 		$141K Sell
1,550
-66
-4% -$5.5K 0.09% 342
2024
Q2 		$120K Sell
1,616
-993
-38% -$70.9K 0.08% 388
2024
Q1 		$173K Sell
2,609
-903
-26% -$49K 0.11% 215
2023
Q4 		$180K Sell
3,512
-3,807
-52% -$168K 0.12% 191
2023
Q3 		$280K Buy
7,319
+1,186
+19% +$41.4K 0.21% 51
2023
Q2 		$187K Sell
6,133
-417
-6% -$13.4K 0.14% 141
2023
Q1 		$245K Buy
6,550
+419
+7% +$17.2K 0.21% 62
2022
Q4 		$213K Sell
6,131
-1,326
-18% -$46.1K 0.17% 94
2022
Q3 		$207K Buy
+7,457
New +$220K 0.18% 78

Other funds holding JXN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
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