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iSAM Funds (UK)’s Jackson Financial JXN Stock Holding History

iSAM Funds (UK)’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
-3,956
Closed -$400K – 506
2025
Q3 		$400K Sell
3,956
-5,181
-57% -$484K 0.08% 309
2025
Q2 		$811K Buy
9,137
+3,057
+50% +$248K 0.18% 187
2025
Q1 		$509K Buy
+6,080
New +$540K 0.25% 128
2024
Q4 		– Sell
-2,302
Closed -$210K – 335
2024
Q3 		$210K Buy
+2,302
New +$192K 0.12% 267

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

iSAM Funds (UK)'s JXN Position: Q4 2025 in Review

iSAM Funds (UK) sold out of Jackson Financial (JXN) in Q4 2025, closing a stake of 3,956 shares — an estimated $400K sold.

iSAM Funds (UK) first reported a position in JXN in Q3 2024 and held it in 4 quarters. The position peaked at $811K in Q2 2025. 514 funds tracked by Wall St. Rank hold JXN as of Q4 2025.

  • iSAM Funds (UK) reported no remaining Jackson Financial position as of Q4 2025 after selling out during the quarter.
  • iSAM Funds (UK) sold 3,956 Jackson Financial shares in Q4 2025, an estimated $400K.
  • iSAM Funds (UK) first reported a position in Jackson Financial in Q3 2024 and held it in 4 quarters.
  • iSAM Funds (UK)'s Jackson Financial position peaked at $811K in Q2 2025.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.