Position in JXN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,209,840
-$51,082 QoQ
Shares Held
11,816
-0.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#193
of 504 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Wellington Shields & Co., LLC holds $4,163,524 across 4 Insurance - Life names. JXN ranks #2 (29.1% of the industry book) .
All Filings in JXN
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,209,840 | 11,816 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,260,922 | 11,927 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,297,183 | 12,163 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,252,721 | 12,375 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,098,776 | 12,375 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,036,777 | 12,375 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,077,615 | 12,375 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,129,883 | 12,385 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $919,635 | 12,384 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $820,863 | 12,411 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $635,443 | 12,411 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $483,253 | 12,644 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $386,022 | 12,611 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $506,381 | 13,536 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $414,940 | 11,927 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $352,203 | 12,692 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $302,649 | 11,314 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $366,091 | 8,277 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||