DU
JXN icon

Delphia (USA)’s Jackson Financial JXN Stock Holding History

Delphia (USA)’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
Q3 		– Sell
-11,326
Closed -$347K – 87
2023
Q2 		$347K Buy
11,326
+137
+1% +$4.41K 0.55% 59
2023
Q1 		$419K Buy
11,189
+1,571
+16% +$64.5K 0.51% 62
2022
Q4 		$335K Sell
9,618
-2,686
-22% -$93.3K 0.39% 95
2022
Q3 		$341K Sell
12,304
-16,437
-57% -$486K 0.39% 85
2022
Q2 		$769K Buy
28,741
+16,156
+128% +$589K 0.53% 44
2022
Q1 		$557K Buy
+12,585
New +$524K 0.42% 61

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Delphia (USA)'s JXN Position: Q3 2023 in Review

Delphia (USA) sold out of Jackson Financial (JXN) in Q3 2023, closing a stake of 11,326 shares — an estimated $347K sold.

Delphia (USA) first reported a position in JXN in Q1 2022 and held it in 6 quarters. The position peaked at $769K in Q2 2022. 297 funds tracked by Wall St. Rank hold JXN as of Q3 2023.

  • Delphia (USA) reported no remaining Jackson Financial position as of Q3 2023 after selling out during the quarter.
  • Delphia (USA) sold 11,326 Jackson Financial shares in Q3 2023, an estimated $347K.
  • Delphia (USA) first reported a position in Jackson Financial in Q1 2022 and held it in 6 quarters.
  • Delphia (USA)'s Jackson Financial position peaked at $769K in Q2 2022.
  • 297 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2023.

Based on Delphia (USA)'s 13F filing for Q3 2023, filed 15 Nov 2023.