Jacobs Levy Equity Management’s Jackson Financial JXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49.9M	Sell	472,005 -105,360	-18%	-$11.8M	0.21%	116
2025 Q4	$61.6M	Sell	577,365 -746	-0.1%	-$74.2K	0.24%	101
2025 Q3	$58.5M	Buy	578,111 +39,883	+7%	+$3.73M	0.23%	97
2025 Q2	$47.8M	Sell	538,228 -98,316	-15%	-$7.96M	0.19%	118
2025 Q1	$53.3M	Sell	636,544 -446,430	-41%	-$39.6M	0.21%	111
2024 Q4	$94.3M	Buy	1,082,974 +4,987	+0.5%	+$487K	0.33%	74
2024 Q3	$98.3M	Sell	1,077,987 -79,484	-7%	-$6.63M	0.38%	67
2024 Q2	$86M	Buy	1,157,471 +51,408	+5%	+$3.67M	0.36%	65
2024 Q1	$73.2M	Buy	1,106,063 +66,534	+6%	+$3.61M	0.33%	78
2023 Q4	$53.2M	Sell	1,039,529 -183,341	-15%	-$8.07M	0.27%	88
2023 Q3	$46.7M	Sell	1,222,870 -50,794	-4%	-$1.77M	0.28%	81
2023 Q2	$39M	Sell	1,273,664 -127,321	-9%	-$4.1M	0.22%	116
2023 Q1	$52.4M	Sell	1,400,985 -42,784	-3%	-$1.76M	0.32%	76
2022 Q4	$50.2M	Sell	1,443,769 -5,971	-0.4%	-$207K	0.34%	82
2022 Q3	$40.2M	Buy	1,449,740 +107,977	+8%	+$3.19M	0.32%	91
2022 Q2	$35.9M	Buy	+1,341,763	New	+$48.9M	0.28%	95