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Shell Asset Management’s Jackson Financial JXN Stock Holding History

Shell Asset Management’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
Q3 		$219K Buy
2,167
+211
+11% +$19.7K 0.02% 459
2025
Q2 		$174K Sell
1,956
-3,867
-66% -$313K 0.01% 816
2025
Q1 		$488K Sell
5,823
-241
-4% -$21.4K 0.02% 472
2024
Q4 		$528K Sell
6,064
-9
-0.1% -$879 0.02% 478
2024
Q3 		$554K Buy
+6,073
New +$507K 0.02% 447
2024
Q1 		$456K Sell
6,136
-609
-9% -$33.1K 0.02% 504
2023
Q4 		$345K Sell
6,745
-1,995
-23% -$87.8K 0.02% 654
2023
Q3 		$334K Sell
8,740
-135
-2% -$4.72K 0.01% 719
2023
Q2 		$272K Sell
8,875
-50
-0.6% -$1.61K 0.01% 820
2023
Q1 		$334K Sell
8,925
-31
-0.3% -$1.27K 0.01% 741
2022
Q4 		$312K Buy
8,956
+5,481
+158% +$190K 0.01% 759
2022
Q3 		$96K Sell
3,475
-454
-12% -$13.4K ﹤0.01% 1245
2022
Q2 		$105K Buy
3,929
+2,336
+147% +$85.2K ﹤0.01% 1269
2022
Q1 		$70K Hold
1,593
– – ﹤0.01% 1328
2021
Q4 		$67K Sell
1,593
-1,025
-39% -$33.6K ﹤0.01% 1353
2021
Q3 		$68K Buy
+2,618
New +$71.2K ﹤0.01% 1343

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Shell Asset Management's JXN Position: Q3 2025 in Review

Shell Asset Management increased its Jackson Financial (JXN) stake by 11% in Q3 2025, buying an estimated $19.7K and bringing the position to 2,167 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #459.

Shell Asset Management first reported a position in JXN in Q3 2021 and has held it in 16 quarters since. The position peaked at $554K in Q3 2024. 478 funds tracked by Wall St. Rank hold JXN as of Q3 2025.

  • Shell Asset Management held 2,167 shares of Jackson Financial worth $219K as of Q3 2025.
  • Shell Asset Management bought 211 Jackson Financial shares in Q3 2025, an estimated $19.7K.
  • Jackson Financial made up 0.02% of Shell Asset Management's portfolio in Q3 2025, its #459 holding.
  • Shell Asset Management first reported a position in Jackson Financial in Q3 2021 and has held it in 16 quarters since.
  • Shell Asset Management's Jackson Financial position peaked at $554K in Q3 2024.
  • 478 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.