Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Jackson Financial Inc. (JXN)
← All JXN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,594 <0.01 Reduce 0.06% $101.08–123.61 · VW $111.32i $379,958 SEC
2025   Q4 3,596 <0.01 $106.65 $383,513 SEC
2025   Q3 3,596 <0.01 $101.23 $364,023 SEC
2025   Q2 3,596 <0.01 Add 0.06% $64.70–90.28 · VW $80.99i $319,289 SEC
2025   Q1 3,594 <0.01 $83.78 $301,105 SEC
2024   Q4 3,594 <0.01 $87.08 $312,966 SEC
2024   Q3 3,594 <0.01 $91.23 $327,881 SEC
2024   Q2 3,594 <0.01 $74.26 $266,890 SEC
2024   Q1 3,594 <0.01 Buy <0.01 $47.49–67.10 · VW $55.22i $237,707 SEC
2023   Q2 0 0.00 Sell 100.00% 0.02 $26.70–37.99 · VW $31.82i SEC
2023   Q1 16,970 0.02 Add 51.71% <0.01 $33.42–49.60 · VW $40.65i $634,848 SEC
2022   Q4 11,186 0.01 Buy 0.01 $27.70–38.88 · VW $34.74i $389,161 SEC
2022   Q2 0 0.00 Sell 100.00% <0.01 $25.93–46.32 · VW $34.27i SEC
2022   Q1 5,668 <0.01 Add 7.43% <0.01 $35.57–47.76 · VW $41.86i $251,000 SEC
2021   Q4 5,276 <0.01 Buy <0.01 $25.50–42.40 · VW $33.81i $221,000 SEC
Price snapshot:
Current price$120.80
Avg. buy price$66.15
+/- since buy82.61%
52-week low$79.94
52-week high$122.85