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Norris Financial Group’s Jackson Financial JXN Stock Holding History

Norris 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
2025
Q1 		– Sell
-17,961
Closed -$1.56M – 95
2024
Q4 		$1.56M Sell
17,961
-4,252
-19% -$415K 0.73% 37
2024
Q3 		$2.03M Sell
22,213
-6,354
-22% -$530K 1% 26
2024
Q2 		$2.12M Sell
28,567
-21,697
-43% -$1.55M 1.1% 26
2024
Q1 		$3.32M Sell
50,264
-4,774
-9% -$259K 1.82% 15
2023
Q4 		$2.82M Sell
55,038
-3,358
-6% -$148K 1.71% 16
2023
Q3 		$2.23M Buy
58,396
+1,714
+3% +$59.9K 1.55% 18
2023
Q2 		$1.74M Buy
56,682
+15,359
+37% +$495K 1.2% 30
2023
Q1 		$1.55M Buy
+41,323
New +$1.7M 1.13% 29

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $168B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return