Morgan Stanley
JXN icon

Morgan Stanley’s Jackson Financial JXN Stock Holding History

Morgan Stanley’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 		$108M Sell
1,017,749
-178,656
-15% -$20M 0.01% 1377
2025
Q4 		$128M Buy
1,196,405
+67,796
+6% +$6.74M 0.01% 1241
2025
Q3 		$114M Sell
1,128,609
-96,341
-8% -$9M 0.01% 1299
2025
Q2 		$109M Sell
1,224,950
-124,274
-9% -$10.1M 0.01% 1256
2025
Q1 		$113M Sell
1,349,224
-142,552
-10% -$12.7M 0.01% 1166
2024
Q4 		$130M Sell
1,491,776
-124,821
-8% -$12.2M 0.01% 1075
2024
Q3 		$147M Buy
1,616,597
+151,144
+10% +$12.6M 0.01% 986
2024
Q2 		$109M Sell
1,465,453
-167,922
-10% -$12M 0.01% 1129
2024
Q1 		$108M Sell
1,633,375
-2,248,987
-58% -$122M 0.01% 1138
2023
Q4 		$199M Buy
3,882,362
+2,437,326
+169% +$107M 0.01% 1154
2023
Q3 		$55.2M Sell
1,445,036
-52,271
-3% -$1.83M 0.01% 1477
2023
Q2 		$45.8M Buy
1,497,307
+505,310
+51% +$16.3M ﹤0.01% 1659
2023
Q1 		$37.1M Buy
991,997
+159,429
+19% +$6.55M ﹤0.01% 1827
2022
Q4 		$29M Sell
832,568
-27,817
-3% -$966K ﹤0.01% 1978
2022
Q3 		$23.9M Buy
860,385
+107,777
+14% +$3.18M ﹤0.01% 2006
2022
Q2 		$20.1M Buy
752,608
+219,403
+41% +$8M ﹤0.01% 2290
2022
Q1 		$23.6M Buy
533,205
+171,058
+47% +$7.13M ﹤0.01% 1938
2021
Q4 		$15.1M Sell
362,147
-410,164
-53% -$13.4M ﹤0.01% 2473
2021
Q3 		$20.1M Buy
+772,311
New +$21M ﹤0.01% 2081

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