Regal Investment Advisors LLC

Position in JXN — Jackson Financial Inc.

CIK 1559789 KENTWOOD, MI

Position in JXN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$742,532

-$32,289 QoQ

Shares Held

7,252

-1.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#244

of 504 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $9,100,234 across 4 Insurance - Life names. JXN ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	52,221	$6,122,912
2	PRU	Prudential Financial Inc	12,593	$1,359,162
3	MET	Metlife Inc	10,349	$875,628
4	JXN	Jackson Financial Inc. This page	7,252	$742,532

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$742,532	7,252	-1.1%	Shares	Sole	2026-08-14
2026-03-31	$774,821	7,329	-0.2%	Shares	Sole	2026-05-14
2025-12-31	$783,024	7,342	-18.4%	Shares	Sole	2026-02-17
2025-09-30	$911,070	9,000	-2.5%	Shares	Sole	2025-11-13
2025-06-30	$819,975	9,235	-0.7%	Shares	Sole	2025-08-11
2025-03-31	$779,489	9,304	-5.9%	Shares	Sole	2025-05-12
2024-12-31	$861,134	9,889	+2.9%	Shares	Sole	2025-02-13
2024-09-30	$877,085	9,614	-3.1%	Shares	Sole	2024-11-12
2024-06-30	$736,436	9,917	-1.0%	Shares	Sole	2024-08-15
2024-03-31	$662,788	10,021	+50.7%	Shares	Sole	2024-05-15
2023-12-31	$340,480	6,650	+2.7%	Shares	Sole	2024-02-14
2023-09-30	$247,436	6,474	-25.5%	Shares	Sole	2023-11-13
2023-06-30	$266,062	8,692	+2.5%	Shares	Sole	2023-08-11
2023-03-31	$317,311	8,482	-0.3%	Shares	Sole	2023-05-11
2022-12-31	$296,097	8,511	+0.6%	Shares	Sole	2023-03-01
2022-09-30	$234,709	8,458	-5.2%	Shares	Sole	2022-11-15
2022-06-30	$238,663	8,922	+0.9%	Shares	Sole	2022-08-09
2022-03-31	$391,170	8,844	+2.9%	Shares	Sole	2022-05-09
2021-12-31	$359,445	8,593	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.