Back to JXN-PA
WealthPlan Investment Management, LLC → JXN-PA
WealthPlan Investment Management, LLC JXN-PA Position History
Jackson Financial Inc.
Quarters held
5
Latest value
$1.9M
Q3 2026
Peak value
$22.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.6M |
| Q4 2025 | $11.7M |
| Q1 2026 | $22.1M |
| Q2 2026 | $17.2M |
| Q3 2026 | $1.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.9M | 26.0K | — | — |
| Q2 2026 | $17.2M | 242.2K | — | — |
| Q1 2026 | $22.1M | 338.3K | — | — |
| Q4 2025 | $11.7M | 172.9K | — | — |
| Q3 2025 | $8.6M | 126.3K | — | — |
Other funds holding JXN-PA
$4.2B
$906.3M
$901.7M
$849M
$772.1M
$345.3M
$310.4M
$309.9M