FORA Capital’s Jackson Financial JXN Stock Holding History

FORA Capital’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
2026 Q1	–	Sell	-6,141	Closed	-$655K	–	519
2025 Q4	$655K	Buy	6,141 +3,147	+105%	+$313K	0.08%	267
2025 Q3	$303K	Sell	2,994 -5,749	-66%	-$537K	0.05%	370
2025 Q2	$776K	Sell	8,743 -13,315	-60%	-$1.08M	0.09%	259
2025 Q1	$1.85M	Buy	22,058 +6,612	+43%	+$587K	0.19%	168
2024 Q4	$1.35M	Sell	15,446 -8,721	-36%	-$852K	0.15%	174
2024 Q3	$2.2M	Sell	24,167 -808	-3%	-$67.4K	0.26%	110
2024 Q2	$1.85M	Sell	24,975 -2,919	-10%	-$209K	0.23%	144
2024 Q1	$1.84M	Buy	27,894 +22,312	+400%	+$1.21M	0.15%	170
2023 Q4	$286K	Buy	+5,582	New	+$246K	0.02%	388
2023 Q2	–	Sell	-26,327	Closed	-$985K	–	486
2023 Q1	$985K	Buy	+26,327	New	+$1.08M	0.1%	247
2022 Q4	–	Sell	-7,612	Closed	-$211K	–	572
2022 Q3	$211K	Buy	+7,612	New	+$225K	0.04%	380

Other funds holding JXN

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

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

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

American Century Companies

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