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 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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return