Lingohr Asset Management’s Jackson Financial JXN Stock Holding History

Lingohr Asset Management’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 Q2	–	Sell	-82,550	Closed	-$6.92M	–	102
2025 Q1	$6.92M	Buy	82,550 +68,937	+506%	+$6.12M	1.73%	13
2024 Q4	$1.18M	Buy	13,613 +2,536	+23%	+$248K	2.45%	5
2024 Q3	$1.01M	Hold	11,077	–	–	2.45%	6
2024 Q2	$823K	Sell	11,077 -2,112	-16%	-$151K	2.06%	10
2024 Q1	$872K	Buy	13,189 +2,413	+22%	+$131K	2.18%	2
2023 Q4	$552K	Hold	10,776	–	–	1.26%	48
2023 Q3	$412K	Hold	10,776	–	–	1.07%	60
2023 Q2	$330K	Hold	10,776	–	–	0.84%	70
2023 Q1	$403K	Hold	10,776	–	–	1.03%	67
2022 Q4	$375K	Hold	10,776	–	–	1.05%	67
2022 Q3	$413K	Hold	10,776	–	–	1.13%	47
2022 Q2	$296K	Hold	10,776	–	–	0.79%	85
2022 Q1	$477K	Buy	+10,776	New	+$449K	1.25%	27

Other funds holding JXN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

DSC

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Lingohr Asset Management's JXN Position: Q2 2025 in Review

Lingohr Asset Management sold out of Jackson Financial (JXN) in Q2 2025, closing a stake of 82,550 shares — an estimated $6.92M sold.

Lingohr Asset Management first reported a position in JXN in Q1 2022 and held it in 13 quarters. The position peaked at $6.92M in Q1 2025. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

Lingohr Asset Management reported no remaining Jackson Financial position as of Q2 2025 after selling out during the quarter.
Lingohr Asset Management sold 82,550 Jackson Financial shares in Q2 2025, an estimated $6.92M.
Lingohr Asset Management first reported a position in Jackson Financial in Q1 2022 and held it in 13 quarters.
Lingohr Asset Management's Jackson Financial position peaked at $6.92M in Q1 2025.
459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Lingohr Asset Management's 13F filing for Q2 2025, filed 8 Jul 2025.