Carson Advisory Inc. Jackson Financial Inc. Transaction History

Carson Advisory Inc.

$138 Million
Q1 2025

A detailed history of Carson Advisory Inc. transactions in Jackson Financial Inc. stock. As of the latest transaction made, Carson Advisory Inc. holds 28,278 shares of JXN stock, worth $2.39 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

28,278

Previous 29,382 3.76%

Holding current value

$2.39 Million

Previous $2.56 Million 7.39%

% of portfolio

1.71%

Previous 1.89%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$79.36 - $97.88 $87,613 - $108,059	-1,104 Reduced 3.76%	28,278 $2.37 Million
Q4 2024 Feb 13, 2025	SELL	$84.91 - $113.74 $322,912 - $432,553	-3,803 Reduced 11.46%	29,382 $2.56 Million
Q3 2024 Nov 01, 2024	SELL	$69.1 - $91.97 $179,245 - $238,570	-2,594 Reduced 7.25%	33,185 $3.03 Million
Q2 2024 Aug 07, 2024	SELL	$63.38 - $78.65 $259,731 - $322,307	-4,098 Reduced 10.28%	35,779 $2.66 Million
Q1 2024 May 03, 2024	SELL	$48.65 - $66.14 $146,095 - $198,618	-3,003 Reduced 7.0%	39,877 $2.64 Million
Q4 2023 Feb 06, 2024	SELL	$36.35 - $52.57 $54,452 - $78,749	-1,498 Reduced 3.38%	42,880 $2.2 Million
Q3 2023 Nov 08, 2023	BUY	$29.94 - $40.33 $50,987 - $68,681	1,703 Added 3.99%	44,378 $1.7 Million
Q2 2023 Jul 28, 2023	BUY	$27.7 - $37.85 $1.1 Million - $1.5 Million	39,584 Added 1280.62%	42,675 $1.31 Million
Q2 2023 Jul 27, 2023	SELL	$27.7 - $37.85 $1.03 Million - $1.4 Million	-37,086 Reduced 92.31%	3,091 $94,000
Q1 2023 May 05, 2023	BUY	$34.63 - $49.15 $24,344 - $34,552	703 Added 1.78%	40,177 $1.5 Million
Q4 2022 Feb 08, 2023	SELL	$29.41 - $38.36 $20,410 - $26,621	-694 Reduced 1.73%	39,474 $1.37 Million
Q3 2022 Nov 07, 2022	BUY	$23.78 - $35.43 $447,087 - $666,119	18,801 Added 87.99%	40,168 $1.12 Million
Q2 2022 Aug 03, 2022	BUY	$26.75 - $45.33 $403,925 - $684,483	15,100 Added 240.94%	21,367 $572,000
Q1 2022 May 03, 2022	BUY	$35.88 - $46.74 $224,859 - $292,919	6,267 New	6,267 $277,000

Others Institutions Holding JXN

# of Institutions

495

Shares Held

65.1M

Call Options Held

512K

Put Options Held

345K

View Full List

About Jackson Financial Inc.

Ticker JXN
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 84,864,704
Market Cap $7.17B
Description
Jackson Financial Inc., through its subsidiaries, primarily provides a suite of annuities to retail investors in the United States. The company operates through three segments: Retail Annuities, Institutional Products, and Closed Life and Annuity Blocks. The Retail Annuities segment offers various retirement income and savings products, includin...

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Carson Advisory Inc. Jackson Financial Inc. Transaction History