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Naples Money Management’s Jackson Financial JXN Stock Holding History

Naples Money Management’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 		$4.65K Hold
51
– – ﹤0.01% 237
2024
Q2 		$3.82K Hold
51
– – ﹤0.01% 255
2024
Q1 		$3.37K Hold
51
– – ﹤0.01% 278
2023
Q4 		$2.61K Buy
+51
New +$2.24K ﹤0.01% 306

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Naples Money Management's JXN Position: Q3 2024 in Review

Naples Money Management held its Jackson Financial (JXN) position steady in Q3 2024 at 51 shares worth $4.65K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Naples Money Management first reported a position in JXN in Q4 2023 and has held it in 4 quarters since. 410 funds tracked by Wall St. Rank hold JXN as of Q3 2024.

  • Naples Money Management held 51 shares of Jackson Financial worth $4.65K as of Q3 2024.
  • Naples Money Management left its Jackson Financial share count unchanged in Q3 2024.
  • Jackson Financial made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #237 holding.
  • Naples Money Management first reported a position in Jackson Financial in Q4 2023 and has held it in 4 quarters since.
  • 410 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.