Denali Advisors’s Jackson Financial JXN Stock Holding History

Denali 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
2025 Q4	–	Sell	-70,700	Closed	-$7.16M	–	334
2025 Q3	$7.16M	Buy	70,700 +1,254	+2%	+$117K	0.81%	34
2025 Q2	$6.17M	Buy	69,446 +300	+0.4%	+$24.3K	0.64%	52
2025 Q1	$5.79M	Buy	69,146 +1,017	+1%	+$90.3K	0.66%	50
2024 Q4	$5.93M	Sell	68,129 -13,191	-16%	-$1.29M	0.62%	54
2024 Q3	$7.42M	Sell	81,320 -12,280	-13%	-$1.02M	0.8%	27
2024 Q2	$6.95M	Buy	93,600 +2,400	+3%	+$171K	1.9%	4
2024 Q1	$6.03M	Sell	91,200 -4,800	-5%	-$261K	1.78%	1
2023 Q4	$4.92M	Sell	96,000 -1,827	-2%	-$80.4K	1.5%	13
2023 Q3	$3.74M	Sell	97,827 -9,539	-9%	-$333K	1.31%	18
2023 Q2	$3.29M	Buy	107,366 +59,866	+126%	+$1.93M	1.15%	29
2023 Q1	$1.78M	Buy	+47,500	New	+$1.95M	0.74%	50

Other funds holding JXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return