JACKSON FINANCIAL INC

Ticker: JXN CUSIP: 46817M107 Class: EQTY

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,549 Value ($000) $379 Avg Close $98.91 Range $88.95 - $109.16
Q3 2025
Shares 2,491 Value ($000) $252 Avg Close $92.07 Range $81.32 - $103.56
Q2 2025
Shares 2,505 Value ($000) $222 Avg Close $79.10 Range $63.05 - $88.83
Q1 2025
Shares 2,478 Value ($000) $208 Avg Close $85.89 Range $76.64 - $95.16
Q4 2024
Shares 2,569 Value ($000) $224 Avg Close $93.73 Range $81.05 - $110.39
Q3 2024
Shares 2,612 Value ($000) $238 Avg Close $79.44 Range $63.21 - $88.77
Q1 2024
Shares 12,168 Value ($000) $805 Avg Close $50.66 Range $44.17 - $63.15
Q4 2023
Shares 5,678 Value ($000) $291 Avg Close $40.60 Range $32.37 - $49.29