Integrated Wealth Concepts’s Jackson Financial JXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$418K Sell
4,705
-766
-14% -$68K ﹤0.01% 1372
2025
Q1
$458K Buy
5,471
+1,363
+33% +$114K 0.01% 1181
2024
Q4
$358K Buy
4,108
+97
+2% +$8.45K ﹤0.01% 1277
2024
Q3
$366K Sell
4,011
-457
-10% -$41.7K ﹤0.01% 1226
2024
Q2
$332K Sell
4,468
-638
-12% -$47.4K ﹤0.01% 1261
2024
Q1
$338K Sell
5,106
-694
-12% -$45.9K ﹤0.01% 1253
2023
Q4
$297K Sell
5,800
-200
-3% -$10.2K ﹤0.01% 1275
2023
Q3
$229K Buy
+6,000
New +$229K ﹤0.01% 1352
2023
Q2
Sell
-26,136
Closed -$978K 1584
2023
Q1
$978K Buy
+26,136
New +$978K 0.02% 629