Capital Asset Advisory Services LLC
Position in JXN — Jackson Financial Inc.
CIK 1666024
Williamston, MI
Position in JXN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$360,924
+$119,654 QoQ
Shares Held
3,525
+8.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#310
of 502 holders
Holding Since
Dec 2023
4 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, 2026Capital Asset Advisory Services LLC holds $2,019,666 across 4 Insurance - Life names. JXN ranks #4 (17.9% of the industry book) .
All Filings in JXN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,924 | 3,525 | Shares | Sole | 2026-08-14 | |
| 2024-06-30 | $241,270 | 3,249 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $219,650 | 3,321 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $219,443 | 4,286 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||