Axxcess Wealth Management’s Jackson Financial JXN Stock Holding History

Axxcess Wealth Management’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 Q1	–	Sell	-6,881	Closed	-$734K	–	732
2025 Q4	$734K	Sell	6,881 -1,915	-22%	-$190K	0.01%	579
2025 Q3	$890K	Sell	8,796 -3,645	-29%	-$341K	0.02%	475
2025 Q2	$1.1M	Sell	12,441 -359	-3%	-$29.1K	0.03%	403
2025 Q1	$1.07M	Sell	12,800 -5,248	-29%	-$466K	0.03%	378
2024 Q4	$1.57M	Buy	18,048 +193	+1%	+$18.8K	0.04%	322
2024 Q3	$1.63M	Sell	17,855 -976	-5%	-$81.4K	0.04%	307
2024 Q2	$1.4M	Buy	18,831 +15,510	+467%	+$1.11M	0.04%	314
2024 Q1	$220K	Sell	3,321 -965	-23%	-$52.4K	0.01%	787
2023 Q4	$219K	Buy	+4,286	New	+$189K	0.01%	748

Other funds holding JXN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return