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Mirabella Financial Services’s Jackson Financial JXN Stock Holding History

Mirabella Financial Services’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
2024
Q3 		– Sell
-3,552
Closed -$264K – 325
2024
Q2 		$264K Buy
+3,552
New +$254K 0.02% 348
2022
Q2 		– Sell
-9,253
Closed -$409K – 594
2022
Q1 		$409K Buy
9,253
+585
+7% +$24.4K 0.05% 282
2021
Q4 		$363K Sell
8,668
-216,753
-96% -$7.1M 0.04% 282
2021
Q3 		$5.86M Buy
+225,421
New +$6.13M 0.77% 35

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Mirabella Financial Services's JXN Position: Q3 2024 in Review

Mirabella Financial Services sold out of Jackson Financial (JXN) in Q3 2024, closing a stake of 3,552 shares — an estimated $264K sold.

Mirabella Financial Services first reported a position in JXN in Q3 2021 and held it in 4 quarters. The position peaked at $5.86M in Q3 2021. 410 funds tracked by Wall St. Rank hold JXN as of Q3 2024.

  • Mirabella Financial Services reported no remaining Jackson Financial position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 3,552 Jackson Financial shares in Q3 2024, an estimated $264K.
  • Mirabella Financial Services first reported a position in Jackson Financial in Q3 2021 and held it in 4 quarters.
  • Mirabella Financial Services's Jackson Financial position peaked at $5.86M in Q3 2021.
  • 410 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.