WI
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WBI Investments’s Jackson Financial JXN Stock Holding History

WBI 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
2024
Q3 		– Sell
-7,434
Closed -$552K – 248
2024
Q2 		$552K Sell
7,434
-362
-5% -$25.9K 0.13% 117
2024
Q1 		$516K Sell
7,796
-500
-6% -$27.1K 0.11% 138
2023
Q4 		$425K Buy
+8,296
New +$365K 0.09% 159
2023
Q3 		– Sell
-11,293
Closed -$346K – 205
2023
Q2 		$346K Sell
11,293
-3,951
-26% -$127K 0.06% 164
2023
Q1 		$570K Buy
+15,244
New +$626K 0.11% 153

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

WBI Investments's JXN Position: Q3 2024 in Review

WBI Investments sold out of Jackson Financial (JXN) in Q3 2024, closing a stake of 7,434 shares — an estimated $552K sold.

WBI Investments first reported a position in JXN in Q1 2023 and held it in 5 quarters. The position peaked at $570K in Q1 2023. 410 funds tracked by Wall St. Rank hold JXN as of Q3 2024.

  • WBI Investments reported no remaining Jackson Financial position as of Q3 2024 after selling out during the quarter.
  • WBI Investments sold 7,434 Jackson Financial shares in Q3 2024, an estimated $552K.
  • WBI Investments first reported a position in Jackson Financial in Q1 2023 and held it in 5 quarters.
  • WBI Investments's Jackson Financial position peaked at $570K in Q1 2023.
  • 410 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2024.

Based on WBI Investments's 13F filing for Q3 2024, filed 12 Nov 2024.