Marshall Wace
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Marshall Wace’s Jackson Financial JXN Stock Holding History

Marshall Wace’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
Q3 		– Sell
-11,100
Closed -$986K – 3153
2025
Q2 		$986K Buy
+11,100
New +$899K ﹤0.01% 1859
2024
Q4 		– Sell
-4,477
Closed -$408K – 2797
2024
Q3 		$408K Sell
4,477
-4,438
-50% -$370K ﹤0.01% 1995
2024
Q2 		$662K Sell
8,915
-8,242
-48% -$589K ﹤0.01% 1857
2024
Q1 		$1.13M Buy
+17,157
New +$932K ﹤0.01% 1606
2023
Q4 		– Sell
-22,424
Closed -$857K – 2399
2023
Q3 		$857K Sell
22,424
-1,364,883
-98% -$47.7M ﹤0.01% 1554
2023
Q2 		$42.5M Sell
1,387,307
-14,521
-1% -$468K 0.08% 262
2023
Q1 		$52.4M Sell
1,401,828
-735,364
-34% -$30.2M 0.11% 199
2022
Q4 		$74.4M Buy
2,137,192
+19,519
+0.9% +$678K 0.17% 126
2022
Q3 		$58.8M Buy
2,117,673
+698,851
+49% +$20.6M 0.13% 162
2022
Q2 		$38M Buy
1,418,822
+625,601
+79% +$22.8M 0.08% 268
2022
Q1 		$35.1M Buy
793,221
+281,400
+55% +$11.7M 0.07% 325
2021
Q4 		$21.4M Buy
511,821
+202,170
+65% +$6.62M 0.04% 466
2021
Q3 		$8.05M Buy
+309,651
New +$8.42M 0.03% 682

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Marshall Wace's JXN Position: Q3 2025 in Review

Marshall Wace sold out of Jackson Financial (JXN) in Q3 2025, closing a stake of 11,100 shares — an estimated $986K sold.

Marshall Wace first reported a position in JXN in Q3 2021 and held it in 13 quarters. The position peaked at $74.4M in Q4 2022. 479 funds tracked by Wall St. Rank hold JXN as of Q3 2025.

  • Marshall Wace reported no remaining Jackson Financial position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 11,100 Jackson Financial shares in Q3 2025, an estimated $986K.
  • Marshall Wace first reported a position in Jackson Financial in Q3 2021 and held it in 13 quarters.
  • Marshall Wace's Jackson Financial position peaked at $74.4M in Q4 2022.
  • 479 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.