LFAS
JXN icon

Level Four Advisory Services’s Jackson Financial JXN Stock Holding History

Level Four Advisory Services’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 		$724K Buy
6,843
+29
+0.4% +$3.24K 0.02% 493
2025
Q4 		$727K Sell
6,814
-155
-2% -$15.4K 0.02% 482
2025
Q3 		$705K Buy
6,969
+9
+0.1% +$841 0.02% 475
2025
Q2 		$618K Buy
6,960
+28
+0.4% +$2.27K 0.02% 474
2025
Q1 		$581K Buy
6,932
+28
+0.4% +$2.49K 0.02% 465
2024
Q4 		$601K Buy
6,904
+28
+0.4% +$2.73K 0.02% 454
2024
Q3 		$687K Sell
6,876
-226
-3% -$18.9K 0.03% 437
2024
Q2 		$527K Buy
7,102
+2,376
+50% +$170K 0.02% 475
2024
Q1 		$242K Hold
4,726
– – 0.01% 671
2023
Q4 		$242K Buy
+4,726
New +$208K 0.01% 669

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