Westside Investment Management, Inc.
Position in JXN — Jackson Financial Inc.
CIK 1538383
SANTA MONICA, CA
Position in JXN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,095
-$133 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#463
of 504 holders
Holding Since
Dec 2024
7 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, 2026Westside Investment Management, Inc. holds $444,812 across 6 Insurance - Life names. JXN ranks #5 (0.9% of the industry book) .
All Filings in JXN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,095 | 40 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,228 | 40 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,266 | 40 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,049 | 40 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,551 | 40 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,351 | 40 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,483 | 40 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||