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Raymond James & Associates’s Jackson Financial JXN Stock Holding History

Raymond James & Associates’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 		$24.8M Sell
272,080
-5,991
-2% -$500K 0.02% 709
2024
Q2 		$20.6M Buy
278,071
+231,489
+497% +$16.5M 0.01% 760
2024
Q1 		$3.08M Sell
46,582
-3,236
-6% -$176K ﹤0.01% 1898
2023
Q4 		$2.55M Sell
49,818
-2,466
-5% -$109K ﹤0.01% 1956
2023
Q3 		$2M Sell
52,284
-4,129
-7% -$144K ﹤0.01% 2023
2023
Q2 		$1.73M Sell
56,413
-11,475
-17% -$370K ﹤0.01% 2153
2023
Q1 		$2.54M Buy
67,888
+18,271
+37% +$750K ﹤0.01% 1893
2022
Q4 		$1.73M Sell
49,617
-3,933
-7% -$137K ﹤0.01% 2087
2022
Q3 		$1.49M Sell
53,550
-11,493
-18% -$340K ﹤0.01% 2151
2022
Q2 		$1.74M Buy
65,043
+30,075
+86% +$1.1M ﹤0.01% 2069
2022
Q1 		$1.55M Buy
34,968
+5,699
+19% +$237K ﹤0.01% 2303
2021
Q4 		$1.22M Buy
29,269
+16,498
+129% +$540K ﹤0.01% 2488
2021
Q3 		$332K Buy
+12,771
New +$347K ﹤0.01% 3346

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Raymond James & Associates's JXN Position: Q3 2024 in Review

Raymond James & Associates reduced its Jackson Financial (JXN) stake by 2.2% in Q3 2024, selling an estimated $500K and leaving 272,080 shares worth $24.8M. The position accounts for 0.02% of the portfolio, ranked #709.

Raymond James & Associates first reported a position in JXN in Q3 2021 and has held it in 13 quarters since. 410 funds tracked by Wall St. Rank hold JXN as of Q3 2024.

  • Raymond James & Associates held 272,080 shares of Jackson Financial worth $24.8M as of Q3 2024.
  • Raymond James & Associates sold 5,991 Jackson Financial shares in Q3 2024, an estimated $500K.
  • Jackson Financial made up 0.02% of Raymond James & Associates's portfolio in Q3 2024, its #709 holding.
  • Raymond James & Associates first reported a position in Jackson Financial in Q3 2021 and has held it in 13 quarters since.
  • 410 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.