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Larson Financial Group’s Jackson Financial JXN Stock Holding History

Larson Financial Group’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 		$9.05K Buy
86
+1
+1% +$112 ﹤0.01% 2301
2025
Q4 		$9.02K Buy
85
+6
+8% +$597 ﹤0.01% 2173
2025
Q3 		$7.95K Sell
79
-10
-11% -$934 ﹤0.01% 2132
2025
Q2 		$7.9K Buy
89
+77
+642% +$6.24K ﹤0.01% 1918
2025
Q1 		$1K Sell
12
-13
-52% -$1.15K ﹤0.01% 2388
2024
Q4 		$2.18K Buy
25
+13
+108% +$1.27K ﹤0.01% 1863
2024
Q3 		$1.09K Hold
12
– – ﹤0.01% 1966
2024
Q2 		$891 Buy
+12
New +$857 ﹤0.01% 1730

Other funds holding JXN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
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