OPPENHEIMER ASSET MANAGEMENT INC.

Position in JXN — Jackson Financial Inc.

CIK 1269119 NEW YORK, NY

Position in JXN

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$202,731

-$2,682 QoQ

Shares Held

1,980

+1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#377

of 504 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

OPPENHEIMER ASSET MANAGEMENT INC. holds $10,287,738 across 5 Insurance - Life names. JXN ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	128,765	$5,216,269
2	PUK	Prudential PLC	108,449	$2,907,516
3	MET	Metlife Inc	14,228	$1,203,830
4	PRI	Primerica, Inc.	2,665	$757,392
5	JXN	Jackson Financial Inc. This page	1,980	$202,731

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,731	1,980	+1.9%	Shares	Other	2026-08-03
2026-03-31	$205,413	1,943	-3.9%	Shares	Other	2026-04-24
2025-12-31	$215,646	2,022	-48.2%	Shares	Other	2026-02-02
2025-06-30	$346,813	3,906	-2.7%	Shares	Other	2025-07-31
2025-03-31	$336,292	4,014	+69.9%	Shares	Other	2025-04-23
2024-12-31	$205,682	2,362	-26.8%	Shares	Other	2025-02-05
2024-09-30	$294,307	3,226	-21.3%	Shares	Other	2024-11-05
2024-06-30	$304,539	4,101	-2.3%	Shares	Other	2024-08-08
2024-03-31	$277,721	4,199	-18.1%	Shares	Other	2024-05-07
2023-12-31	$262,553	5,128	-45.2%	Shares	Other	2024-02-13
2023-06-30	$286,631	9,364	+0.1%	Shares	Other	2023-08-03
2023-03-31	$350,119	9,359	-19.8%	Shares	Other	2023-05-10
2022-12-31	$406,102	11,673	-4.4%	Shares	Other	2023-02-07
2022-09-30	$338,938	12,214	+2.2%	Shares	Other	2022-11-14
2022-06-30	$319,688	11,951	-17.5%	Shares	Other	2022-08-08
2022-03-31	$640,714	14,486	-7.7%	Shares	Other	2022-05-12
2021-12-31	$656,437	15,693	+9.3%	Shares	Other	2022-02-02
2021-09-30	$373,178	14,353	—	Shares	Other	2021-11-12
No filing history on record for this holder in this stock.