LPL Financial
JXN icon

LPL Financial’s Jackson Financial JXN Stock Holding History

LPL Financial’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 		$21.4M Sell
202,494
-17,246
-8% -$1.93M 0.01% 1425
2025
Q4 		$23.4M Buy
219,740
+715
+0.3% +$71.1K 0.01% 1298
2025
Q3 		$22.2M Buy
219,025
+9,627
+5% +$899K 0.01% 1303
2025
Q2 		$18.6M Buy
209,398
+23,496
+13% +$1.9M 0.01% 1312
2025
Q1 		$15.6M Buy
185,902
+908
+0.5% +$80.6K 0.01% 1317
2024
Q4 		$16.1M Buy
184,994
+9,123
+5% +$891K 0.01% 1215
2024
Q3 		$16M Buy
175,871
+9,803
+6% +$818K 0.01% 1163
2024
Q2 		$12.3M Sell
166,068
-10,153
-6% -$725K 0.01% 1239
2024
Q1 		$11.7M Buy
176,221
+12,695
+8% +$689K 0.01% 1237
2023
Q4 		$8.37M Sell
163,526
-57,544
-26% -$2.53M 0.01% 1355
2023
Q3 		$8.45M Sell
221,070
-77,710
-26% -$2.72M 0.01% 1266
2023
Q2 		$9.15M Buy
298,780
+125,749
+73% +$4.05M 0.01% 1189
2023
Q1 		$6.47M Buy
173,031
+60,929
+54% +$2.5M 0.01% 1355
2022
Q4 		$3.9M Buy
112,102
+4,704
+4% +$163K ﹤0.01% 1613
2022
Q3 		$2.98M Buy
107,398
+26,793
+33% +$792K ﹤0.01% 1717
2022
Q2 		$2.16M Buy
+80,605
New +$2.94M ﹤0.01% 1966
2022
Q1 		– Sell
-88,227
Closed -$3.69M – 4305
2021
Q4 		$3.69M Buy
+88,227
New +$2.89M ﹤0.01% 1652

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