DiNuzzo Private Wealth’s Jackson Financial JXN Stock Holding History

DiNuzzo Private Wealth’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	$1.84K	Hold	18	–	–	﹤0.01%	712
2026 Q1	$1.9K	Hold	18	–	–	﹤0.01%	661
2025 Q4	$1.92K	Hold	18	–	–	﹤0.01%	654
2025 Q3	$1.78K	Hold	18	–	–	﹤0.01%	678
2025 Q2	$1.6K	Buy	18 +2	+13%	+$162	﹤0.01%	683
2025 Q1	$1.34K	Sell	16 -3	-16%	-$266	﹤0.01%	724
2024 Q4	$1.66K	Buy	19 +2	+12%	+$195	﹤0.01%	668
2024 Q3	$1.55K	Buy	17 +3	+21%	+$250	﹤0.01%	705
2024 Q2	$1.04K	Buy	14 +2	+17%	+$143	﹤0.01%	780
2024 Q1	$794	Hold	12	–	–	﹤0.01%	822
2023 Q4	$615	Buy	+12	New	+$528	﹤0.01%	900

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