Wealthcare Advisory Partners’s Jackson Financial JXN Stock Holding History

Wealthcare Advisory Partners’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	$1.14M	Sell	11,124 -730	-6%	-$79.1K	0.02%	484
2026 Q1	$1.25M	Sell	11,854 -56	-0.5%	-$6.26K	0.02%	462
2025 Q4	$1.27M	Sell	11,910 -593	-5%	-$59K	0.03%	455
2025 Q3	$1.27M	Buy	12,503 +103	+0.8%	+$9.62K	0.03%	441
2025 Q2	$1.1M	Sell	12,400 -1,696	-12%	-$137K	0.03%	459
2025 Q1	$1.18M	Buy	14,096 +166	+1%	+$14.7K	0.03%	410
2024 Q4	$1.21M	Buy	13,930 +6,188	+80%	+$604K	0.03%	379
2024 Q3	$706K	Sell	7,742 -2,128	-22%	-$177K	0.02%	494
2024 Q2	$733K	Buy	9,870 +503	+5%	+$35.9K	0.02%	460
2024 Q1	$620K	Sell	9,367 -449	-5%	-$24.4K	0.02%	499
2023 Q4	$503K	Buy	9,816 +1,751	+22%	+$77.1K	0.02%	488
2023 Q3	$308K	Buy	+8,065	New	+$282K	0.01%	543

Other funds holding JXN

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFS

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

Wealthcare Advisory Partners's JXN Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Jackson Financial (JXN) stake by 6.2% in Q2 2026, selling an estimated $79.1K and leaving 11,124 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #484.

Wealthcare Advisory Partners first reported a position in JXN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.27M in Q4 2025. 47 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Wealthcare Advisory Partners held 11,124 shares of Jackson Financial worth $1.14M as of Q2 2026.
Wealthcare Advisory Partners sold 730 Jackson Financial shares in Q2 2026, an estimated $79.1K.
Jackson Financial made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #484 holding.
Wealthcare Advisory Partners first reported a position in Jackson Financial in Q3 2023 and has held it in 12 quarters since.
Wealthcare Advisory Partners's Jackson Financial position peaked at $1.27M in Q4 2025.
47 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.