Marshall Wace

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	–	3164
2025 Q2	$986K	Buy	+11,100	New	+$899K	﹤0.01%	1859
2024 Q4	–	Sell	-4,477	Closed	-$408K	–	2815
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	–	2423
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	0.09%	262
2023 Q1	$52.4M	Sell	1,401,828 -735,364	-34%	-$30.2M	0.13%	199
2022 Q4	$74.4M	Buy	2,137,192 +19,519	+0.9%	+$678K	0.19%	126
2022 Q3	$58.8M	Buy	2,117,673 +698,851	+49%	+$20.6M	0.15%	162
2022 Q2	$38M	Buy	1,418,822 +625,601	+79%	+$22.8M	0.09%	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	0.04%	682

Other funds holding JXN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

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

Acadian Asset Management

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

American Century Companies

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return