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Kestra Private Wealth Services’s Jackson Financial JXN Stock Holding History

Kestra Private Wealth Services’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
Q1 		$1.05M Sell
9,945
-540
-5% -$60.4K 0.01% 818
2025
Q4 		$1.12M Buy
10,485
+296
+3% +$29.4K 0.01% 762
2025
Q3 		$1.03M Buy
10,189
+106
+1% +$9.9K 0.01% 765
2025
Q2 		$895K Buy
10,083
+2,006
+25% +$163K 0.01% 783
2025
Q1 		$677K Sell
8,077
-7
-0.1% -$622 0.01% 829
2024
Q4 		$704K Buy
8,084
+1,524
+23% +$149K 0.01% 775
2024
Q3 		$598K Buy
6,560
+433
+7% +$36.1K 0.01% 815
2024
Q2 		$455K Buy
6,127
+947
+18% +$67.7K 0.01% 871
2024
Q1 		$343K Buy
+5,180
New +$281K 0.01% 959

Other funds holding JXN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return