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Jackson Financial Inc Com Cl A shares owned by BKD Wealth Advisors

Quarter-by-quarter ownership of Jackson Financial Inc Com Cl A (JXN) shares owned by BKD Wealth Advisors from 13F filings

Historical chart of BKD Wealth Advisors investment in Jackson Financial Inc Com Cl A

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All positions including Jackson Financial Inc Com Cl A held by BKD Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jackson Financial Inc Com Cl A by BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 2.3k 101.23
2025-06-30 $207k 2.3k 88.79
2024-12-31 $203k 2.3k 87.08

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
T Rowe Price Etf Us Equity Resear (TSPA)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for BKD Wealth Advisors

Top funds holding Jackson Financial Inc Com Cl A

Vanguard Group
BlackRock
Dimensional Fund Advisors
State Street Corporation
Donald Smith & Co
Goldman Sachs Group
Geode Capital Management
Acadian Asset Management
American Century Companies
Hsbc Holdings
Morgan Stanley
Charles Schwab Investment Management
Arrowstreet Capital, Limited Partnership
Northern Trust
Federated Investors

View all funds holding Jackson Financial Inc Com Cl A