Integrated Wealth Concepts’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 Q1	$548K	Buy	5,188 +597	+13%	+$66.8K	﹤0.01%	1480
2025 Q4	$490K	Sell	4,591 -242	-5%	-$24.1K	0.01%	1105
2025 Q3	$489K	Buy	4,833 +128	+3%	+$12K	﹤0.01%	1354
2025 Q2	$418K	Sell	4,705 -766	-14%	-$62.1K	﹤0.01%	1372
2025 Q1	$458K	Buy	5,471 +1,363	+33%	+$121K	0.01%	1181
2024 Q4	$358K	Buy	4,108 +97	+2%	+$9.47K	﹤0.01%	1277
2024 Q3	$366K	Sell	4,011 -457	-10%	-$38.1K	﹤0.01%	1226
2024 Q2	$332K	Sell	4,468 -638	-12%	-$45.6K	﹤0.01%	1261
2024 Q1	$338K	Sell	5,106 -694	-12%	-$37.7K	﹤0.01%	1253
2023 Q4	$297K	Sell	5,800 -200	-3%	-$8.8K	﹤0.01%	1275
2023 Q3	$229K	Buy	+6,000	New	+$210K	﹤0.01%	1352
2023 Q2	–	Sell	-26,136	Closed	-$978K	–	1584
2023 Q1	$978K	Buy	+26,136	New	+$1.07M	0.02%	629