Spire Wealth Management’s Jackson Financial JXN Stock Holding History

Spire Wealth Management’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	$71.7K	Hold	700	–	–	﹤0.01%	1071
2026 Q1	$74K	Hold	700	–	–	﹤0.01%	1066
2025 Q4	$74.7K	Hold	700	–	–	﹤0.01%	1068
2025 Q3	$70.9K	Hold	700	–	–	﹤0.01%	1117
2025 Q2	$62.2K	Hold	700	–	–	﹤0.01%	1127
2025 Q1	$58.6K	Hold	700	–	–	﹤0.01%	1226
2024 Q4	$61K	Sell	700 -100	-13%	-$9.77K	﹤0.01%	1207
2024 Q3	$73K	Hold	800	–	–	﹤0.01%	1017
2024 Q2	$59.4K	Sell	800 -50	-6%	-$3.57K	﹤0.01%	1062
2024 Q1	$56.2K	Hold	850	–	–	﹤0.01%	1177
2023 Q4	$42.1K	Hold	850	–	–	﹤0.01%	1268
2023 Q3	$62.5K	Buy	850 +100	+13%	+$3.49K	﹤0.01%	1092
2023 Q2	$23K	Sell	750 -138	-16%	-$4.45K	﹤0.01%	1537
2023 Q1	$33.2K	Buy	888 +179	+25%	+$7.35K	﹤0.01%	1390
2022 Q4	$25K	Buy	709 +309	+77%	+$10.7K	﹤0.01%	1278
2022 Q3	$11K	Hold	400	–	–	﹤0.01%	1539
2022 Q2	$11K	Buy	+400	New	+$14.6K	﹤0.01%	1883

Other funds holding JXN

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

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return