McIlrath & Eck’s Jackson Financial JXN Stock Holding History

McIlrath & Eck’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	$317	Hold	3	–	–	﹤0.01%	1535
2025 Q4	$320	Hold	3	–	–	﹤0.01%	952
2025 Q3	$304	Hold	3	–	–	﹤0.01%	918
2025 Q2	$266	Hold	3	–	–	﹤0.01%	909
2025 Q1	$251	Hold	3	–	–	﹤0.01%	903
2024 Q4	$261	Hold	3	–	–	﹤0.01%	953
2024 Q3	$274	Hold	3	–	–	﹤0.01%	950
2024 Q2	$223	Hold	3	–	–	﹤0.01%	924
2024 Q1	$198	Hold	3	–	–	﹤0.01%	919
2023 Q4	$154	Hold	3	–	–	﹤0.01%	907
2023 Q3	$115	Hold	3	–	–	﹤0.01%	871
2023 Q2	$92	Hold	3	–	–	﹤0.01%	880
2023 Q1	$112	Hold	3	–	–	﹤0.01%	907
2022 Q4	$104	Hold	3	–	–	﹤0.01%	864
2022 Q3	$0	Hold	3	–	–	﹤0.01%	869
2022 Q2	$0	Hold	3	–	–	﹤0.01%	850
2022 Q1	$0	Sell	3 -1	-25%	-$42	﹤0.01%	822
2021 Q4	$0	Sell	4 -1	-20%	-$33	﹤0.01%	816
2021 Q3	$0	Buy	+5	New	+$136	﹤0.01%	812

Other funds holding JXN

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

American Century Companies

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