Prospera Financial Services
JXN icon

Prospera Financial Services’s Jackson Financial JXN Stock Holding History

Prospera Financial 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
Q3 		$1.3M Sell
9,641
-257
-3% -$32.9K 0.02% 734
2026
Q2 		$1.01M Sell
9,898
-119
-1% -$12.9K 0.01% 760
2026
Q1 		$1.06M Sell
10,017
-352
-3% -$39.4K 0.02% 684
2025
Q4 		$1.11M Sell
10,369
-398
-4% -$39.6K 0.02% 642
2025
Q3 		$1.09M Sell
10,767
-261
-2% -$24.4K 0.02% 650
2025
Q2 		$979K Sell
11,028
-5
-0% -$405 0.02% 667
2025
Q1 		$924K Sell
11,033
-338
-3% -$30K 0.02% 584
2024
Q4 		$990K Sell
11,371
-625
-5% -$61K 0.02% 551
2024
Q3 		$1.09M Sell
11,996
-75
-0.6% -$6.26K 0.03% 484
2024
Q2 		$896K Sell
12,071
-215
-2% -$15.4K 0.02% 534
2024
Q1 		$813K Buy
12,286
+2
+0% +$109 0.02% 548
2023
Q4 		$629K Sell
12,284
-322
-3% -$14.2K 0.02% 586
2023
Q3 		$482K Buy
12,606
+1,494
+13% +$52.2K 0.02% 625
2023
Q2 		$340K Buy
+11,112
New +$358K 0.01% 743

Other funds holding JXN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Prospera Financial Services's JXN Position: Q3 2026 in Review

Prospera Financial Services reduced its Jackson Financial (JXN) stake by 2.6% in Q3 2026, selling an estimated $32.9K and leaving 9,641 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #734.

Prospera Financial Services first reported a position in JXN in Q2 2023 and has held it in 14 quarters since. 262 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • Prospera Financial Services held 9,641 shares of Jackson Financial worth $1.3M as of Q3 2026.
  • Prospera Financial Services sold 257 Jackson Financial shares in Q3 2026, an estimated $32.9K.
  • Jackson Financial made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #734 holding.
  • Prospera Financial Services first reported a position in Jackson Financial in Q2 2023 and has held it in 14 quarters since.
  • 262 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.