Simplex Trading

Simplex Trading’s Jackson Financial JXN Stock Holding History

Simplex Trading’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
2026 Q1	$70.3K	Sell	665 -34	-5%	-$3.8K	﹤0.01%	5490
2025 Q4	$74.5K	Buy	+699	New	+$69.5K	﹤0.01%	5283
2025 Q3	–	Sell	-3,520	Closed	-$329K	–	10089
2025 Q2	$312K	Buy	3,520 +3,465	+6,300%	+$281K	0.01%	4022
2025 Q1	$4K	Sell	55 -6,473	-99%	-$575K	﹤0.01%	7685
2024 Q4	$568K	Buy	6,528 +2,419	+59%	+$236K	0.02%	3390
2024 Q3	$374K	Buy	4,109 +1,968	+92%	+$164K	0.01%	3897
2024 Q2	$158K	Buy	+2,141	New	+$153K	0.01%	4883
2024 Q1	–	Hold	0	–	–	–	9878
2023 Q4	–	Sell	-2,522	Closed	-$111K	–	9896
2023 Q3	$96K	Sell	2,522 -17,268	-87%	-$603K	﹤0.01%	5128
2023 Q2	$605K	Buy	19,790 +19,226	+3,409%	+$619K	0.03%	3111
2023 Q1	$21K	Sell	564 -1,353	-71%	-$55.6K	﹤0.01%	6863
2022 Q4	$66K	Buy	+1,917	New	+$66.6K	﹤0.01%	5537
2022 Q3	–	Hold	0	–	–	–	10937
2022 Q2	–	Sell	-35,211	Closed	-$1.28M	–	10998
2022 Q1	$1.56M	Buy	+35,211	New	+$1.47M	0.05%	2364
2021 Q4	–	Hold	0	–	–	–	11289

Other funds holding JXN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return