PFS
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
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

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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return