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Credential Qtrade Securities’s Jackson Financial JXN Stock Holding History

Credential Qtrade Securities’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
2023
Q1 		– Sell
-10
Closed -$347 – 416
2022
Q4 		$347 Hold
10
– – ﹤0.01% 332
2022
Q3 		$277 Hold
10
– – ﹤0.01% 368
2022
Q2 		$267 Hold
10
– – ﹤0.01% 349
2022
Q1 		$442 Hold
10
– – ﹤0.01% 351
2021
Q4 		$418 Sell
10
-30,612
-100% -$1M ﹤0.01% 374
2021
Q3 		$796K Buy
+30,622
New +$833K 0.06% 135

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Credential Qtrade Securities's JXN Position: Q1 2023 in Review

Credential Qtrade Securities sold out of Jackson Financial (JXN) in Q1 2023, closing a stake of 10 shares — an estimated $347 sold.

Credential Qtrade Securities first reported a position in JXN in Q3 2021 and held it in 6 quarters. The position peaked at $796K in Q3 2021. 300 funds tracked by Wall St. Rank hold JXN as of Q1 2023.

  • Credential Qtrade Securities reported no remaining Jackson Financial position as of Q1 2023 after selling out during the quarter.
  • Credential Qtrade Securities sold 10 Jackson Financial shares in Q1 2023, an estimated $347.
  • Credential Qtrade Securities first reported a position in Jackson Financial in Q3 2021 and held it in 6 quarters.
  • Credential Qtrade Securities's Jackson Financial position peaked at $796K in Q3 2021.
  • 300 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2023.

Based on Credential Qtrade Securities's 13F filing for Q1 2023, filed 21 Jul 2025.