Susquehanna Fundamental Investments’s Jackson Financial JXN Stock Holding History

Susquehanna Fundamental Investments’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 Q1	–	Sell	-27,728	Closed	-$2.41M	–	1157
2024 Q4	$2.41M	Buy	+27,728	New	+$2.71M	0.03%	476
2024 Q2	$2.06M	Hold	27,728	–	–	0.05%	408
2024 Q1	$1.83M	Buy	+27,728	New	+$1.51M	0.09%	250
2023 Q4	–	Sell	-25,440	Closed	-$972K	–	201
2023 Q3	$972K	Sell	25,440 -19,336	-43%	-$676K	0.06%	197
2023 Q2	$1.37M	Sell	44,776 -89,594	-67%	-$2.89M	0.05%	292
2023 Q1	$5.03M	Hold	134,370	–	–	0.12%	222
2022 Q4	$4.67M	Buy	134,370 +25,180	+23%	+$875K	0.08%	312
2022 Q3	$3.03M	Buy	+109,190	New	+$3.23M	0.05%	467

Other funds holding JXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna Fundamental Investments's JXN Position: Q1 2025 in Review

Susquehanna Fundamental Investments sold out of Jackson Financial (JXN) in Q1 2025, closing a stake of 27,728 shares — an estimated $2.41M sold.

Susquehanna Fundamental Investments first reported a position in JXN in Q3 2022 and held it in 8 quarters. The position peaked at $5.03M in Q1 2023. 454 funds tracked by Wall St. Rank hold JXN as of Q1 2025.

Susquehanna Fundamental Investments reported no remaining Jackson Financial position as of Q1 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 27,728 Jackson Financial shares in Q1 2025, an estimated $2.41M.
Susquehanna Fundamental Investments first reported a position in Jackson Financial in Q3 2022 and held it in 8 quarters.
Susquehanna Fundamental Investments's Jackson Financial position peaked at $5.03M in Q1 2023.
454 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2025, filed 14 May 2025.