TwinBeech Capital’s Jackson Financial JXN Stock Holding History

TwinBeech Capital’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 Q3	–	Sell	-35,605	Closed	-$3.16M	–	700
2025 Q2	$3.16M	Buy	+35,605	New	+$2.88M	0.07%	260
2025 Q1	–	Sell	-3,808	Closed	-$332K	–	833
2024 Q4	$332K	Sell	3,808 -25,790	-87%	-$2.52M	0.01%	508
2024 Q3	$2.7M	Buy	+29,598	New	+$2.47M	0.05%	365
2024 Q1	–	Sell	-57,594	Closed	-$2.95M	–	720
2023 Q4	$2.95M	Buy	+57,594	New	+$2.53M	0.05%	348
2023 Q1	–	Sell	-155,073	Closed	-$5.39M	–	750
2022 Q4	$5.39M	Buy	155,073 +130,301	+526%	+$4.53M	0.1%	241
2022 Q3	$687K	Buy	24,772 +7,583	+44%	+$224K	0.02%	492
2022 Q2	$460K	Buy	+17,189	New	+$627K	0.02%	422

Other funds holding JXN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

TwinBeech Capital's JXN Position: Q3 2025 in Review

TwinBeech Capital sold out of Jackson Financial (JXN) in Q3 2025, closing a stake of 35,605 shares — an estimated $3.16M sold.

TwinBeech Capital first reported a position in JXN in Q2 2022 and held it in 7 quarters. The position peaked at $5.39M in Q4 2022. 478 funds tracked by Wall St. Rank hold JXN as of Q3 2025.

TwinBeech Capital reported no remaining Jackson Financial position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 35,605 Jackson Financial shares in Q3 2025, an estimated $3.16M.
TwinBeech Capital first reported a position in Jackson Financial in Q2 2022 and held it in 7 quarters.
TwinBeech Capital's Jackson Financial position peaked at $5.39M in Q4 2022.
478 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.