CWM, LLC

Position in JXN — Jackson Financial Inc.

CIK 1535847 OMAHA, NE

Position in JXN

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,386,094

+$37,932 QoQ

Shares Held

13,111

+3.7% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $23,849,778 across 17 Insurance - Life names. JXN ranks #7 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	41,015	$5,708,057
2	PRU	Prudential Financial Inc	37,400	$3,653,606
3	AFL	Aflac Inc	30,336	$3,328,162
4	MET	Metlife Inc	45,282	$3,202,343
5	MFC	Manulife Financial Corp	56,609	$1,949,613
6	BHF	Brighthouse Financial, Inc.	23,614	$1,414,006
7	JXN	Jackson Financial Inc. This page	13,111	$1,386,094
8	UNM	Unum Group	18,674	$1,363,762

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,386,094	13,111	+3.7%	Shares	Sole	2026-05-14
2025-12-31	$1,348,162	12,641	+50.1%	Shares	Sole	2026-01-26
2025-09-30	$852,559	8,422	+204.9%	Shares	Sole	2025-10-15
2025-06-30	$245,237	2,762	+39.8%	Shares	Sole	2025-07-25
2025-03-31	$165,465	1,975	+7.9%	Shares	Sole	2025-05-01
2024-12-31	$159,356	1,830	+10.2%	Shares	Sole	2025-02-04
2024-09-30	$151,441	1,660	+62.0%	Shares	Sole	2024-10-08
2024-06-30	$76,116	1,025	+80.5%	Shares	Sole	2024-07-10
2024-03-31	$37,567	568	+44.9%	Shares	Sole	2024-04-05
2023-12-31	$20,070	392	+114.2%	Shares	Sole	2024-02-01
2023-09-30	$6,994	183	+147.3%	Shares	Sole	2023-10-11
2023-06-30	$2	74	-14.0%	Shares	Sole	2023-08-03
2023-03-31	$3,217	86	+75.5%	Shares	Sole	2023-05-01
2022-12-31	$2	49	+28.9%	Shares	Sole	2023-02-01
2022-09-30	$1,054	38	-26.9%	Shares	Sole	2022-10-27
2022-06-30	$1,391	52	+13.0%	Shares	Sole	2022-07-28
2021-12-31	$1,924	46	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.