Avantax Advisory Services’s Jackson Financial JXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$532K Buy
5,989
+1,189
+25% +$96.3K ﹤0.01% 1554
2025
Q1
$402K Buy
4,800
+349
+8% +$31K ﹤0.01% 1653
2024
Q4
$388K Buy
4,451
+290
+7% +$28.3K ﹤0.01% 1614
2024
Q3
$380K Buy
4,161
+136
+3% +$11.3K ﹤0.01% 1594
2024
Q2
$299K Sell
4,025
-365
-8% -$26.1K ﹤0.01% 1702
2024
Q1
$290K Sell
4,390
-96
-2% -$5.21K ﹤0.01% 1316
2023
Q4
$230K Buy
+4,486
New +$197K ﹤0.01% 1392

Other funds holding JXN

Avantax Advisory Services's JXN Position: Q2 2025 in Review

Avantax Advisory Services increased its Jackson Financial (JXN) stake by 25% in Q2 2025, buying an estimated $96.3K and bringing the position to 5,989 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Avantax Advisory Services first reported a position in JXN in Q4 2023 and has held it in 7 quarters since. 459 funds tracked by Wall St. Rank hold JXN as of Q2 2025.

  • Avantax Advisory Services held 5,989 shares of Jackson Financial worth $532K as of Q2 2025.
  • Avantax Advisory Services bought 1,189 Jackson Financial shares in Q2 2025, an estimated $96.3K.
  • Jackson Financial made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1554 holding.
  • Avantax Advisory Services first reported a position in Jackson Financial in Q4 2023 and has held it in 7 quarters since.
  • 459 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.