SPC
JXN icon

Sigma Planning Corp’s Jackson Financial JXN Stock Holding History

Sigma Planning Corp’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
2023
Q4 		– Sell
-22,378
Closed -$855K – 1034
2023
Q3 		$855K Buy
22,378
+810
+4% +$28.3K 0.03% 512
2023
Q2 		$660K Sell
21,568
-4,692
-18% -$151K 0.02% 622
2023
Q1 		$982K Buy
26,260
+6,644
+34% +$273K 0.03% 523
2022
Q4 		$682K Sell
19,616
-15,787
-45% -$549K 0.02% 639
2022
Q3 		$982K Sell
35,403
-9,101
-20% -$269K 0.04% 469
2022
Q2 		$1.19M Buy
44,504
+35,385
+388% +$1.29M 0.04% 405
2022
Q1 		$403K Sell
9,119
-1,762
-16% -$73.4K 0.01% 931
2021
Q4 		$455K Buy
+10,881
New +$356K 0.01% 896

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

Sigma Planning Corp's JXN Position: Q4 2023 in Review

Sigma Planning Corp sold out of Jackson Financial (JXN) in Q4 2023, closing a stake of 22,378 shares — an estimated $855K sold.

Sigma Planning Corp first reported a position in JXN in Q4 2021 and held it in 8 quarters. The position peaked at $1.19M in Q2 2022. 348 funds tracked by Wall St. Rank hold JXN as of Q4 2023.

  • Sigma Planning Corp reported no remaining Jackson Financial position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 22,378 Jackson Financial shares in Q4 2023, an estimated $855K.
  • Sigma Planning Corp first reported a position in Jackson Financial in Q4 2021 and held it in 8 quarters.
  • Sigma Planning Corp's Jackson Financial position peaked at $1.19M in Q2 2022.
  • 348 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.