Mutual Advisors’s Jackson Financial JXN Stock Holding History

Mutual Advisors’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 Q4	–	Sell	-3,309	Closed	-$329K	–	1109
2024 Q3	$329K	Buy	3,309 +6	+0.2%	+$500	0.01%	851
2024 Q2	$288K	Sell	3,303 -3,800	-53%	-$271K	0.01%	905
2024 Q1	$470K	Buy	+7,103	New	+$386K	0.02%	715
2023 Q3	–	Sell	-15,081	Closed	-$462K	–	1020
2023 Q2	$462K	Buy	+15,081	New	+$486K	0.02%	657

Other funds holding JXN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

DSC

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

Mutual Advisors's JXN Position: Q4 2024 in Review

Mutual Advisors sold out of Jackson Financial (JXN) in Q4 2024, closing a stake of 3,309 shares — an estimated $329K sold.

Mutual Advisors first reported a position in JXN in Q2 2023 and held it in 4 quarters. The position peaked at $470K in Q1 2024. 439 funds tracked by Wall St. Rank hold JXN as of Q4 2024.

Mutual Advisors reported no remaining Jackson Financial position as of Q4 2024 after selling out during the quarter.
Mutual Advisors sold 3,309 Jackson Financial shares in Q4 2024, an estimated $329K.
Mutual Advisors first reported a position in Jackson Financial in Q2 2023 and held it in 4 quarters.
Mutual Advisors's Jackson Financial position peaked at $470K in Q1 2024.
439 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2024.

Based on Mutual Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.