Capital Asset 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
2026
Q2
$361K Buy
+3,525
New +$382K 0.01% 250
2024
Q3
– Sell
-3,249
Closed -$239K – 334
2024
Q2
$239K Sell
3,249
-72
-2% -$5.14K 0.01% 285
2024
Q1
$221K Sell
3,321
-965
-23% -$52.4K 0.01% 296
2023
Q4
$219K Buy
+4,286
New +$189K 0.01% 281

Other funds holding JXN

Capital Asset Advisory Services's JXN Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Jackson Financial (JXN) in Q2 2026: 3,525 shares worth $361K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in JXN as recently as Q2 2024.

Capital Asset Advisory Services first reported a position in JXN in Q4 2023 and has held it in 4 quarters since. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Capital Asset Advisory Services held 3,525 shares of Jackson Financial worth $361K as of Q2 2026.
  • Jackson Financial was a new Capital Asset Advisory Services position in Q2 2026.
  • Jackson Financial made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #250 holding.
  • Capital Asset Advisory Services first reported a position in Jackson Financial in Q4 2023 and has held it in 4 quarters since.
  • 506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.