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Retirement Group’s Jackson Financial JXN Stock Holding History

Retirement 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
2024
Q1 		$34.7K Hold
525
– – 0.01% 281
2023
Q4 		$26.9K Hold
525
– – 0.01% 298
2023
Q3 		$20.1K Hold
525
– – 0.01% 316
2023
Q2 		$16.1K Buy
+525
New +$16.9K 0.01% 355

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Group's JXN Position: Q1 2024 in Review

Retirement Group held its Jackson Financial (JXN) position steady in Q1 2024 at 525 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #281.

Retirement Group first reported a position in JXN in Q2 2023 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold JXN as of Q1 2024.

  • Retirement Group held 525 shares of Jackson Financial worth $34.7K as of Q1 2024.
  • Retirement Group left its Jackson Financial share count unchanged in Q1 2024.
  • Jackson Financial made up 0.01% of Retirement Group's portfolio in Q1 2024, its #281 holding.
  • Retirement Group first reported a position in Jackson Financial in Q2 2023 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.