WT
JXN icon

Whittier Trust’s Jackson Financial JXN Stock Holding History

Whittier Trust’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
2022
Q3 		– Sell
-10
Closed – – 1705
2022
Q2 		$0 Hold
10
– – ﹤0.01% 1725
2022
Q1 		$0 Hold
10
– – ﹤0.01% 1723
2021
Q4 		$0 Hold
10
– – ﹤0.01% 1590
2021
Q3 		$0 Buy
+10
New +$272 ﹤0.01% 1538

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Whittier Trust's JXN Position: Q3 2022 in Review

Whittier Trust sold out of Jackson Financial (JXN) in Q3 2022, closing a stake of 10 shares.

Whittier Trust first reported a position in JXN in Q3 2021 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 247 funds tracked by Wall St. Rank hold JXN as of Q3 2022.

  • Whittier Trust reported no remaining Jackson Financial position as of Q3 2022 after selling out during the quarter.
  • Whittier Trust sold 10 Jackson Financial shares in Q3 2022.
  • Whittier Trust first reported a position in Jackson Financial in Q3 2021 and held it in 4 quarters.
  • Whittier Trust's Jackson Financial position peaked at $0 in Q2 2022.
  • 247 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2022.

Based on Whittier Trust's 13F filing for Q3 2022, filed 21 Oct 2022.