UBS AM’s Jackson Financial JXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Buy |
288,500
+77,664
| +37% | +$6.9M | 0.01% | 949 |
|
|
2025
Q1 | $17.7M | Buy |
210,836
+7,380
| +4% | +$618K | ﹤0.01% | 1006 |
|
|
2024
Q4 | $17.7M | Buy |
203,456
+31,339
| +18% | +$2.73M | ﹤0.01% | 1009 |
|
|
2024
Q3 | $15.7M | Buy |
172,117
+757
| +0.4% | +$69.1K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $12.7M | Buy |
171,360
+86,801
| +103% | +$6.45M | ﹤0.01% | 1037 |
|
|
2024
Q1 | $5.59M | Buy |
84,559
+2,497
| +3% | +$165K | ﹤0.01% | 1204 |
|
|
2023
Q4 | $4.2M | Buy |
82,062
+3,364
| +4% | +$172K | ﹤0.01% | 1327 |
|
|
2023
Q3 | $3.01M | Buy |
78,698
+25,216
| +47% | +$964K | ﹤0.01% | 1429 |
|
|
2023
Q2 | $2M | Hold |
53,482
| – | – | ﹤0.01% | 1641 |
|
|
2023
Q1 | $2M | Sell |
53,482
-12,969
| -20% | -$485K | ﹤0.01% | 1641 |
|
|
2022
Q4 | $2.31M | Buy |
66,451
+18,625
| +39% | +$648K | ﹤0.01% | 1468 |
|
|
2022
Q3 | $1.33M | Sell |
47,826
-9,537
| -17% | -$265K | ﹤0.01% | 1804 |
|
|
2022
Q2 | $1.53M | Buy |
57,363
+39,987
| +230% | +$1.07M | ﹤0.01% | 1741 |
|
|
2022
Q1 | $769K | Buy |
17,376
+1,380
| +9% | +$61K | ﹤0.01% | 2270 |
|
|
2021
Q4 | $669K | Buy |
+15,996
| New | +$669K | ﹤0.01% | 2417 |
|