KI
JXN icon

Kula Investments’s Jackson Financial JXN Stock Holding History

Kula Investments’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
2023
Q1 		$216K Buy
+5,773
New +$237K 0.05% 550

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Kula Investments's JXN Position: Q1 2023 in Review

Kula Investments opened a new position in Jackson Financial (JXN) in Q1 2023: 5,773 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #550 among its holdings.

300 funds tracked by Wall St. Rank hold JXN as of Q1 2023.

  • Kula Investments held 5,773 shares of Jackson Financial worth $216K as of Q1 2023.
  • Jackson Financial was a new Kula Investments position in Q1 2023.
  • Jackson Financial made up 0.05% of Kula Investments's portfolio in Q1 2023, its #550 holding.
  • 300 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.