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WR Wealth Planners’s Jackson Financial JXN Stock Holding History

WR Wealth Planners’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
2024
Q4 		$20.6K Hold
236
– – 0.01% 455
2024
Q3 		$21.5K Hold
236
– – 0.01% 469
2024
Q2 		$17.5K Buy
236
+2
+0.9% +$143 0.01% 465
2024
Q1 		$15.5K Buy
+234
New +$12.7K ﹤0.01% 503
2023
Q4 		– Sell
-229
Closed -$8.75K – 541
2023
Q3 		$8.75K Buy
+229
New +$8K ﹤0.01% 596

Other funds holding JXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

WR Wealth Planners's JXN Position: Q4 2024 in Review

WR Wealth Planners held its Jackson Financial (JXN) position steady in Q4 2024 at 236 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #455.

WR Wealth Planners first reported a position in JXN in Q3 2023 and has held it in 5 quarters since. The position peaked at $21.5K in Q3 2024. 439 funds tracked by Wall St. Rank hold JXN as of Q4 2024.

  • WR Wealth Planners held 236 shares of Jackson Financial worth $20.6K as of Q4 2024.
  • WR Wealth Planners left its Jackson Financial share count unchanged in Q4 2024.
  • Jackson Financial made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #455 holding.
  • WR Wealth Planners first reported a position in Jackson Financial in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Jackson Financial position peaked at $21.5K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held Jackson Financial as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.