Next Level Wealth Planning’s Jackson Financial JXN Stock Holding History

Next Level Wealth Planning’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 Q3	$103K	Buy	+799	New	+$102K	0.04%	110

Other funds holding JXN

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Next Level Wealth Planning's JXN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Jackson Financial (JXN) in Q3 2026: 799 shares worth $103K. The stake represents 0.04% of the portfolio and ranks #110 among its holdings.

246 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

Next Level Wealth Planning held 799 shares of Jackson Financial worth $103K as of Q3 2026.
Jackson Financial was a new Next Level Wealth Planning position in Q3 2026.
Jackson Financial made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #110 holding.
246 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.