ASSETMARK, INC

Position in JXN — Jackson Financial Inc.

CIK 1344551 CONCORD, CA

Position in JXN

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$12,339,838

+$1,033,930 QoQ

Shares Held

120,518

+12.7% QoQ

Ownership

0.178%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#64

of 504 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ASSETMARK, INC holds $137,211,571 across 15 Insurance - Life names. JXN ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	816,744	$95,763,234
2	MFC	Manulife Financial Corp	421,735	$17,084,484
3	JXN	Jackson Financial Inc. This page	120,518	$12,339,838
4	PUK	Prudential PLC	245,676	$6,586,573
5	MET	Metlife Inc	23,343	$1,975,051
6	UNM	Unum Group	13,250	$1,184,550
7	PRI	Primerica, Inc.	3,498	$994,131
8	PRU	Prudential Financial Inc	6,304	$680,390

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,339,838	120,518	+12.7%	Shares	Sole	2026-07-30
2026-03-31	$11,305,908	106,942	+6.6%	Shares	Sole	2026-05-06
2025-12-31	$10,697,848	100,308	+5.7%	Shares	Sole	2026-01-23
2025-09-30	$9,606,119	94,894	+6.8%	Shares	Sole	2025-11-06
2025-06-30	$7,892,187	88,886	-1.4%	Shares	Sole	2025-08-04
2025-03-31	$7,553,604	90,160	-2.5%	Shares	Sole	2025-05-06
2024-12-31	$8,055,596	92,508	+0.9%	Shares	Sole	2025-02-06
2024-09-30	$8,360,408	91,641	+7.9%	Shares	Sole	2024-11-01
2024-06-30	$6,305,936	84,917	+6.3%	Shares	Sole	2024-08-13
2024-03-31	$5,281,411	79,852	+80.1%	Shares	Sole	2024-05-07
2023-12-31	$2,270,105	44,338	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.