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Sugarloaf Wealth Management’s Jackson Financial JXN Stock Holding History

Sugarloaf Wealth 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
2024
Q3 		– Sell
-3
Closed -$223 – 696
2024
Q2 		$223 Hold
3
– – ﹤0.01% 640
2024
Q1 		$198 Hold
3
– – ﹤0.01% 656
2023
Q4 		$154 Hold
3
– – ﹤0.01% 667
2023
Q3 		$115 Hold
3
– – ﹤0.01% 668
2023
Q2 		$92 Hold
3
– – ﹤0.01% 682
2023
Q1 		$112 Hold
3
– – ﹤0.01% 687
2022
Q4 		$104 Hold
3
– – ﹤0.01% 766
2022
Q3 		$1K Hold
3
– – ﹤0.01% 772
2022
Q2 		$0 Hold
3
– – ﹤0.01% 803
2022
Q1 		$0 Hold
3
– – ﹤0.01% 735
2021
Q4 		$0 Hold
3
– – ﹤0.01% 762
2021
Q3 		$0 Buy
+3
New +$82 ﹤0.01% 779

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
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Sugarloaf Wealth Management's JXN Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Jackson Financial (JXN) in Q3 2024, closing a stake of 3 shares — an estimated $223 sold.

Sugarloaf Wealth Management first reported a position in JXN in Q3 2021 and held it in 12 quarters. The position peaked at $1K in Q3 2022. 410 funds tracked by Wall St. Rank hold JXN as of Q3 2024.

  • Sugarloaf Wealth Management reported no remaining Jackson Financial position as of Q3 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 3 Jackson Financial shares in Q3 2024, an estimated $223.
  • Sugarloaf Wealth Management first reported a position in Jackson Financial in Q3 2021 and held it in 12 quarters.
  • Sugarloaf Wealth Management's Jackson Financial position peaked at $1K in Q3 2022.
  • 410 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.