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Fernwood Investment Management’s Jackson Financial JXN Stock Holding History

Fernwood Investment Management’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
2024
Q4 		$594K Sell
6,825
-500
-7% -$48.8K 0.21% 93
2024
Q3 		$668K Sell
7,325
-950
-11% -$79.2K 0.22% 97
2024
Q2 		$615K Sell
8,275
-1,000
-11% -$71.4K 0.19% 104
2024
Q1 		$613K Sell
9,275
-400
-4% -$21.7K 0.18% 107
2023
Q4 		$495K Hold
9,675
– – 0.16% 120
2023
Q3 		$370K Sell
9,675
-1,700
-15% -$59.4K 0.13% 134
2023
Q2 		$348K Buy
11,375
+2,450
+27% +$78.9K 0.12% 140
2023
Q1 		$334K Buy
8,925
+150
+2% +$6.16K 0.13% 145
2022
Q4 		$305K Hold
8,775
– – 0.13% 148
2022
Q3 		$244K Sell
8,775
-550
-6% -$16.2K 0.1% 154
2022
Q2 		$249K Buy
9,325
+650
+7% +$23.7K 0.11% 157
2022
Q1 		$384K Sell
8,675
-200
-2% -$8.33K 0.13% 142
2021
Q4 		$371K Buy
+8,875
New +$291K 0.12% 154

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Fernwood Investment Management's JXN Position: Q4 2024 in Review

Fernwood Investment Management reduced its Jackson Financial (JXN) stake by 6.8% in Q4 2024, selling an estimated $48.8K and leaving 6,825 shares worth $594K. The position accounts for 0.21% of the portfolio, ranked #93.

Fernwood Investment Management first reported a position in JXN in Q4 2021 and has held it in 13 quarters since. The position peaked at $668K in Q3 2024. 439 funds tracked by Wall St. Rank hold JXN as of Q4 2024.

  • Fernwood Investment Management held 6,825 shares of Jackson Financial worth $594K as of Q4 2024.
  • Fernwood Investment Management sold 500 Jackson Financial shares in Q4 2024, an estimated $48.8K.
  • Jackson Financial made up 0.21% of Fernwood Investment Management's portfolio in Q4 2024, its #93 holding.
  • Fernwood Investment Management first reported a position in Jackson Financial in Q4 2021 and has held it in 13 quarters since.
  • Fernwood Investment Management's Jackson Financial position peaked at $668K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.