Superior Planning, LLC’s Jackson Financial JXN Stock Holding History

Superior Planning, LLC’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	$4.14K	Buy	+32	New	+$4.1K	﹤0.01%	1277

Other funds holding JXN

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 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

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 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

Superior Planning, LLC's JXN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Jackson Financial (JXN) in Q3 2026: 32 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #1277 among its holdings.

371 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

Superior Planning, LLC held 32 shares of Jackson Financial worth $4.14K as of Q3 2026.
Jackson Financial was a new Superior Planning, LLC position in Q3 2026.
Jackson Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1277 holding.
371 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.