Comprehensive Financial Consultants Institutional’s Jackson Financial JXN Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q2	$330K	Sell	3,221 -13	-0.4%	-$1.41K	0.09%	161
2026 Q1	$342K	Hold	3,234	–	–	0.1%	153
2025 Q4	$345K	Hold	3,234	–	–	0.1%	145
2025 Q3	$327K	Hold	3,234	–	–	0.1%	146
2025 Q2	$287K	Hold	3,234	–	–	0.09%	155
2025 Q1	$271K	Hold	3,234	–	–	0.1%	149
2024 Q4	$282K	Hold	3,234	–	–	0.1%	147
2024 Q3	$295K	Hold	3,234	–	–	0.11%	145
2024 Q2	$240K	Hold	3,234	–	–	0.09%	148
2024 Q1	$214K	Buy	+3,234	New	+$176K	0.09%	152

Other funds holding JXN

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return