Tidal Investments’s Jackson Financial JXN Stock Holding History

Tidal 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
2026 Q1	$583K	Buy	5,517 +1,362	+33%	+$152K	﹤0.01%	1759
2025 Q4	$443K	Buy	4,155 +325	+8%	+$32.3K	﹤0.01%	1700
2025 Q3	$388K	Sell	3,830 -1,643	-30%	-$153K	﹤0.01%	1711
2025 Q2	$486K	Buy	+5,473	New	+$443K	﹤0.01%	1415
2025 Q1	–	Sell	-5,342	Closed	-$465K	–	1939
2024 Q4	$465K	Sell	5,342 -13,655	-72%	-$1.33M	﹤0.01%	1422
2024 Q3	$1.73M	Buy	+18,997	New	+$1.58M	0.02%	734
2023 Q2	–	Sell	-11,417	Closed	-$427K	–	1350
2023 Q1	$427K	Sell	11,417 -13,486	-54%	-$554K	0.01%	830
2022 Q4	$866K	Buy	+24,903	New	+$865K	0.03%	489

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