Charles Schwab Investment Management Inc Jackson Financial Inc. Transaction History

Charles Schwab Investment Management Inc

$557 Billion
Q2 2025

A detailed history of Charles Schwab Investment Management Inc transactions in Jackson Financial Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 1,082,998 shares of JXN stock, worth $106 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,082,998

Previous 1,084,560 0.14%

Holding current value

$106 Million

Previous $90.9 Million 5.83%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$70.35 - $89.5 $109,886 - $139,799	-1,562 Reduced 0.14%	1,082,998 $96.2 Million
Q1 2025 Sep 15, 2025	BUY	$79.36 - $97.88 $123,960 - $152,888	1,562 Added 0.14%	1,084,560 $90.9 Million
Q1 2025 May 09, 2025	BUY	$79.36 - $97.88 $422,195 - $520,721	5,320 Added 0.49%	1,084,560 $90.9 Million
Q4 2024 Feb 06, 2025	BUY	$84.91 - $113.74 $2.41 Million - $3.22 Million	28,337 Added 2.7%	1,079,240 $94 Million
Q3 2024 Nov 12, 2024	BUY	$69.1 - $91.97 $20.8 Million - $27.6 Million	300,520 Added 40.05%	1,050,903 $95.9 Million
Q2 2024 Aug 12, 2024	SELL	$63.38 - $78.65 $888,777 - $1.1 Million	-14,023 Reduced 1.83%	750,383 $55.7 Million
Q1 2024 May 08, 2024	SELL	$48.65 - $66.14 $16.7 Million - $22.7 Million	-343,587 Reduced 31.01%	764,406 $50.6 Million
Q4 2023 Feb 06, 2024	BUY	$36.35 - $52.57 $4.45 Million - $6.43 Million	122,302 Added 12.41%	1,107,993 $56.7 Million
Q3 2023 Nov 08, 2023	BUY	$29.94 - $40.33 $8.19 Million - $11 Million	273,422 Added 38.39%	985,691 $37.7 Million
Q2 2023 Aug 09, 2023	BUY	$27.7 - $37.85 $4.29 Million - $5.86 Million	154,789 Added 27.77%	712,269 $21.8 Million
Q1 2023 May 11, 2023	BUY	$34.63 - $49.15 $2.89 Million - $4.1 Million	83,433 Added 17.6%	557,480 $20.9 Million
Q4 2022 Feb 13, 2023	BUY	$29.41 - $38.36 $37,880 - $49,407	1,288 Added 0.27%	474,047 $16.5 Million
Q3 2022 Nov 14, 2022	SELL	$23.78 - $35.43 $2.7 Million - $4.02 Million	-113,508 Reduced 19.36%	472,759 $13.1 Million
Q2 2022 Aug 15, 2022	BUY	$26.75 - $45.33 $3.18 Million - $5.38 Million	118,774 Added 25.41%	586,267 $15.7 Million
Q1 2022 May 13, 2022	SELL	$35.88 - $46.74 $640,063 - $833,794	-17,839 Reduced 3.68%	467,493 $20.7 Million
Q4 2021 Feb 11, 2022	BUY	$26.03 - $41.83 $12 Million - $19.3 Million	462,180 Added 1996.29%	485,332 $20.3 Million
Q3 2021 Nov 16, 2021	BUY	$24.7 - $31.45 $571,854 - $728,130	23,152 New	23,152 $602,000

Others Institutions Holding JXN

# of Institutions

504

Shares Held

63.8M

Call Options Held

434K

Put Options Held

225K

View Full List

About Jackson Financial Inc.

Ticker JXN
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 84,864,704
Market Cap $8.3B
Description
Jackson Financial Inc., through its subsidiaries, primarily provides a suite of annuities to retail investors in the United States. The company operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, includin...

More about JXN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Management Inc with notifications on news.

Account

Charles Schwab Investment Management Inc Jackson Financial Inc. Transaction History