Vanguard Personalized Indexing Management’s Jackson Financial JXN Stock Holding History

Vanguard Personalized Indexing 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
2026 Q1	$1.15M	Buy	10,899 +502	+5%	+$56.2K	0.01%	855
2025 Q4	$1.11M	Sell	10,397 -161	-2%	-$16K	0.01%	861
2025 Q3	$1.07M	Sell	10,558 -75	-0.7%	-$7.01K	0.01%	869
2025 Q2	$944K	Sell	10,633 -65	-0.6%	-$5.26K	0.01%	892
2025 Q1	$896K	Buy	10,698 +1,612	+18%	+$143K	0.01%	843
2024 Q4	$791K	Buy	9,086 +113	+1%	+$11K	0.01%	887
2024 Q3	$819K	Buy	8,973 +1,230	+16%	+$103K	0.01%	864
2024 Q2	$569K	Buy	7,743 +588	+8%	+$42K	0.01%	972
2024 Q1	$473K	Buy	7,155 +980	+16%	+$53.2K	0.01%	1055
2023 Q4	$316K	Buy	+6,175	New	+$272K	0.01%	1200

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