Royce & Associates’s Jackson Financial JXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
17,808
+8,490
| +91% | +$754K | 0.02% | 627 |
|
|
2025
Q1 | $781K | Hold |
9,318
| – | – | 0.01% | 700 |
|
|
2024
Q4 | $811K | Hold |
9,318
| – | – | 0.01% | 742 |
|
|
2024
Q3 | $850K | Hold |
9,318
| – | – | 0.01% | 745 |
|
|
2024
Q2 | $692K | Buy |
+9,318
| New | +$692K | 0.01% | 762 |
|
|
2024
Q1 | – | Sell |
-8,869
| Closed | -$454K | – | 905 |
|
|
2023
Q4 | $454K | Hold |
8,869
| – | – | ﹤0.01% | 797 |
|
|
2023
Q3 | $339K | Buy |
8,869
+541
| +6% | +$20.7K | ﹤0.01% | 842 |
|
|
2023
Q2 | $255K | Buy |
8,328
+844
| +11% | +$25.8K | ﹤0.01% | 875 |
|
|
2023
Q1 | $280K | Sell |
7,484
-481
| -6% | -$18K | ﹤0.01% | 876 |
|
|
2022
Q4 | $277K | Buy |
+7,965
| New | +$277K | ﹤0.01% | 868 |
|
|
2022
Q2 | – | Sell |
-4,995
| Closed | -$221K | – | 961 |
|
|
2022
Q1 | $221K | Buy |
+4,995
| New | +$221K | ﹤0.01% | 937 |
|