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Evoke Wealth’s Jackson Financial JXN Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-5
Closed – – 766
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1215
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1207
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1215
2021
Q4 		$0 Sell
5
-14
-74% -$459 ﹤0.01% 1215
2021
Q3 		$0 Buy
+19
New +$517 ﹤0.01% 1183

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Evoke Wealth's JXN Position: Q4 2022 in Review

Evoke Wealth sold out of Jackson Financial (JXN) in Q4 2022, closing a stake of 5 shares.

Evoke Wealth first reported a position in JXN in Q3 2021 and held it in 5 quarters. The position peaked at $0 in Q3 2022. 292 funds tracked by Wall St. Rank hold JXN as of Q4 2022.

  • Evoke Wealth reported no remaining Jackson Financial position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 5 Jackson Financial shares in Q4 2022.
  • Evoke Wealth first reported a position in Jackson Financial in Q3 2021 and held it in 5 quarters.
  • Evoke Wealth's Jackson Financial position peaked at $0 in Q3 2022.
  • 292 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.