LI
JXN icon

LVZ Inc’s Jackson Financial JXN Stock Holding History

LVZ Inc’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 		$693K Buy
6,770
+43
+0.6% +$4.66K 0.07% 88
2026
Q1 		$711K Buy
6,727
+161
+2% +$18K 0.08% 74
2025
Q4 		$700K Buy
6,566
+609
+10% +$60.6K 0.08% 79
2025
Q3 		$603K Buy
5,957
+1,238
+26% +$116K 0.07% 81
2025
Q2 		$419K Buy
4,719
+11
+0.2% +$891 0.05% 97
2025
Q1 		$394K Buy
4,708
+746
+19% +$66.2K 0.05% 96
2024
Q4 		$345K Buy
3,962
+842
+27% +$82.2K 0.04% 105
2024
Q3 		$285K Buy
+3,120
New +$260K 0.04% 118

Other funds holding JXN

WCM
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
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
YIH
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return