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Next Financial Group’s Jackson Financial JXN Stock Holding History

Next Financial Group’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
2021
Q4 		$372K Buy
8,886
+8,884
+444,200% +$291K 0.02% 654
2021
Q3 		$0 Buy
+2
New +$54 ﹤0.01% 2783

Other funds holding JXN

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Next Financial Group's JXN Position: Q4 2021 in Review

Next Financial Group increased its Jackson Financial (JXN) stake by 444,200% in Q4 2021, buying an estimated $291K and bringing the position to 8,886 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #654.

Next Financial Group first reported a position in JXN in Q3 2021 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold JXN as of Q4 2021.

  • Next Financial Group held 8,886 shares of Jackson Financial worth $372K as of Q4 2021.
  • Next Financial Group bought 8,884 Jackson Financial shares in Q4 2021, an estimated $291K.
  • Jackson Financial made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #654 holding.
  • Next Financial Group first reported a position in Jackson Financial in Q3 2021 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.