A detailed history of Forum Financial Management, LP transactions in Jackson Financial Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 2,817 shares of JXN stock, worth $266,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,817
Previous 2,816 0.04%
Holding current value
$266,121
Previous $250,000 14.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

BUY
$84.06 - $103.8 $84 - $103
1 Added 0.04%
2,817 $285,000
Q2 2025

Jul 30, 2025

SELL
$70.35 - $89.5 $45,094 - $57,369
-641 Reduced 18.54%
2,816 $250,000
Q1 2025

May 02, 2025

BUY
$79.36 - $97.88 $793 - $978
10 Added 0.29%
3,457 $289,000
Q4 2024

Feb 13, 2025

BUY
$84.91 - $113.74 $63,852 - $85,532
752 Added 27.9%
3,447 $300,000
Q2 2024

Jul 30, 2024

BUY
$63.38 - $78.65 $170,809 - $211,961
2,695 New
2,695 $200,000

Others Institutions Holding JXN

About Jackson Financial Inc.


  • Ticker JXN
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Life
  • Shares Outstandng 84,864,704
  • Market Cap $8.02B
  • 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
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