IFP Advisors’s Jackson Financial JXN Stock Holding History

IFP 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
2026 Q1	$202K	Sell	1,915 -377	-16%	-$42.2K	﹤0.01%	1398
2025 Q4	$244K	Buy	2,292 +283	+14%	+$28.1K	0.01%	1263
2025 Q3	$203K	Sell	2,009 -253	-11%	-$23.6K	0.01%	1282
2025 Q2	$201K	Sell	2,262 -391	-15%	-$31.7K	0.01%	1269
2025 Q1	$222K	Sell	2,653 -39	-1%	-$3.46K	0.01%	1129
2024 Q4	$235K	Buy	2,692 +180	+7%	+$17.6K	0.01%	1052
2024 Q3	$229K	Buy	2,512 +420	+20%	+$35K	0.01%	1025
2024 Q2	$155K	Buy	2,092 +392	+23%	+$28K	0.01%	1158
2024 Q1	$112K	Hold	1,700	–	–	﹤0.01%	1243
2023 Q4	$87K	Hold	1,700	–	–	﹤0.01%	1306
2023 Q3	$65K	Buy	1,700 +192	+13%	+$6.71K	﹤0.01%	1449
2023 Q2	$46.2K	Buy	1,508 +1,451	+2,546%	+$46.7K	﹤0.01%	1643
2023 Q1	$1.79K	Sell	57 -1,196	-95%	-$49.1K	﹤0.01%	2929
2022 Q4	$42K	Sell	1,253 -1,535	-55%	-$53.3K	﹤0.01%	2357
2022 Q3	$92K	Hold	2,788	–	–	﹤0.01%	1911
2022 Q2	$92K	Hold	2,788	–	–	﹤0.01%	1739
2022 Q1	$92K	Buy	+2,788	New	+$116K	﹤0.01%	1739

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