Y-Intercept (HK)’s Jackson Financial JXN Stock Holding History

Y-Intercept (HK)’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 Q3	$605K	Sell	4,675 -8,549	-65%	-$1.09M	0.01%	1228
2026 Q2	$1.35M	Sell	13,224 -6,617	-33%	-$717K	0.03%	903
2026 Q1	$2.1M	Sell	19,841 -17,536	-47%	-$1.96M	0.04%	686
2025 Q4	$3.99M	Buy	37,377 +35,047	+1,504%	+$3.49M	0.09%	305
2025 Q3	$236K	Sell	2,330 -32,588	-93%	-$3.04M	0.01%	1439
2025 Q2	$3.1M	Buy	+34,918	New	+$2.83M	0.08%	404
2024 Q3	–	Sell	-10,926	Closed	-$811K	–	1561
2024 Q2	$811K	Buy	+10,926	New	+$781K	0.04%	588
2023 Q1	–	Sell	-6,541	Closed	-$228K	–	1349
2022 Q4	$228K	Buy	+6,541	New	+$227K	0.03%	777

Other funds holding JXN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Y-Intercept (HK)'s JXN Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Jackson Financial (JXN) stake by 65% in Q3 2026, selling an estimated $1.09M and leaving 4,675 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #1228.

Y-Intercept (HK) first reported a position in JXN in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.99M in Q4 2025. 293 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

Y-Intercept (HK) held 4,675 shares of Jackson Financial worth $605K as of Q3 2026.
Y-Intercept (HK) sold 8,549 Jackson Financial shares in Q3 2026, an estimated $1.09M.
Jackson Financial made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1228 holding.
Y-Intercept (HK) first reported a position in Jackson Financial in Q4 2022 and has held it in 8 quarters since.
Y-Intercept (HK)'s Jackson Financial position peaked at $3.99M in Q4 2025.
293 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.