Forum Financial Management’s Jackson Financial JXN Stock Holding History

Forum Financial Management’s Portfolio JXN Stock Details JXN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$300K	Hold
2025 Q3	$285K	Buy
2025 Q2	$250K	Sell
2025 Q1	$290K	Buy
2024 Q4	$300K	Buy
2024 Q3	$246K	Hold
2024 Q2	$200K	Buy