Lindbrook Capital’s Jackson Financial JXN Stock Holding History

Lindbrook Capital’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 Q1	$9.38K	Hold	112	–	–	﹤0.01%	1681
2024 Q4	$9.75K	Sell	112 -6	-5%	-$586	﹤0.01%	1665
2024 Q3	$10.8K	Hold	118	–	–	﹤0.01%	1634
2024 Q2	$8.76K	Hold	118	–	–	﹤0.01%	1699
2024 Q1	$7.8K	Hold	118	–	–	﹤0.01%	1691
2023 Q4	$6.04K	Sell	118 -2	-2%	-$88	﹤0.01%	1784
2023 Q3	$4.59K	Buy	120 +34	+40%	+$1.19K	﹤0.01%	1807
2023 Q2	$2.63K	Sell	86 -114	-57%	-$3.67K	﹤0.01%	2044
2023 Q1	$7.48K	Sell	200 -37	-16%	-$1.52K	﹤0.01%	1640
2022 Q4	$8.24K	Buy	237 +131	+124%	+$4.55K	﹤0.01%	1530
2022 Q3	$3K	Buy	106 +73	+221%	+$2.16K	﹤0.01%	1882
2022 Q2	$1K	Hold	33	–	–	﹤0.01%	2277
2022 Q1	$1K	Sell	33 -8	-20%	-$333	﹤0.01%	2264
2021 Q4	$2K	Sell	41 -9	-18%	-$295	﹤0.01%	1787
2021 Q3	$1K	Buy	+50	New	+$1.36K	﹤0.01%	1739

Other funds holding JXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's JXN Position: Q1 2025 in Review

Lindbrook Capital held its Jackson Financial (JXN) position steady in Q1 2025 at 112 shares worth $9.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Lindbrook Capital first reported a position in JXN in Q3 2021 and has held it in 15 quarters since. The position peaked at $10.8K in Q3 2024. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

Lindbrook Capital held 112 shares of Jackson Financial worth $9.38K as of Q1 2025.
Lindbrook Capital left its Jackson Financial share count unchanged in Q1 2025.
Jackson Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1681 holding.
Lindbrook Capital first reported a position in Jackson Financial in Q3 2021 and has held it in 15 quarters since.
Lindbrook Capital's Jackson Financial position peaked at $10.8K in Q3 2024.
454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.