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Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

JXN holding history

Jackson Financial Inc. in every 13F filed by Carson Advisory Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JXN overviewAll 13F holders of JXNFull Q2 2026 holdings

Shares (Q2 2026)
20,818
Value
$2.13M
% of portfolio
1.0%
Quarters held
18
Since Q1 2022
Holdings of JXN by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,818$2.13M1.0%−153−0.7%ReducedHolders
Q1 202620,971$2.22M1.1%−1,274−5.7%ReducedHolders
Q4 202522,245$2.37M1.2%−2,366−9.6%ReducedHolders
Q3 202524,611$2.49M1.3%−3,319−11.9%ReducedHolders
Q2 202527,930$2.48M1.6%−348−1.2%ReducedHolders
Q1 202528,278$2.37M1.6%−1,104−3.8%ReducedHolders
Q4 202429,382$2.56M1.8%−3,803−11.5%ReducedHolders
Q3 202433,185$3.03M1.9%−2,594−7.3%ReducedHolders
Q2 202435,779$2.66M1.9%−4,098−10.3%ReducedHolders
Q1 202439,877$2.64M1.9%−3,003−7.0%ReducedHolders
Q4 202342,880$2.20M1.7%−1,498−3.4%ReducedHolders
Q3 202344,378$1.70M1.5%+1,703+4.0%AddedHolders
Q2 202342,675$1.31M1.1%+2,498+6.2%AddedHolders
Q1 202340,177$1.50M1.3%+703+1.8%AddedHolders
Q4 202239,474$1.37M1.3%−694−1.7%ReducedHolders
Q3 202240,168$1.11M1.2%+18,801+88.0%AddedHolders
Q2 202221,367$572.0K0.6%+15,100+240.9%AddedHolders
Q1 20226,267$277.0K0.3%+6,267NewHolders