Wealthcare Advisory Partners LLC

Position in JXN — Jackson Financial Inc.

CIK 1683059 WEST CHESTER, PA

Position in JXN

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,138,986

-$114,218 QoQ

Shares Held

11,124

-6.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#200

of 504 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $4,434,089 across 6 Insurance - Life names. JXN ranks #1 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc. This page	11,124	$1,138,986
2	LNC	Lincoln National Corp	30,999	$1,095,814
3	AFL	Aflac Inc	8,877	$1,040,828
4	MET	Metlife Inc	7,352	$622,052
5	PRU	Prudential Financial Inc	2,891	$312,025
6	MFC	Manulife Financial Corp	5,539	$224,384

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,138,986	11,124	-6.2%	Shares	Sole	2026-07-09
2026-03-31	$1,253,204	11,854	-0.5%	Shares	Sole	2026-04-14
2025-12-31	$1,270,201	11,910	-4.7%	Shares	Sole	2026-01-14
2025-09-30	$1,265,678	12,503	+0.8%	Shares	Sole	2025-11-07
2025-06-30	$1,100,996	12,400	-12.0%	Shares	Sole	2025-07-22
2025-03-31	$1,180,962	14,096	+1.2%	Shares	Sole	2025-04-15
2024-12-31	$1,213,024	13,930	+79.9%	Shares	Sole	2025-01-15
2024-09-30	$706,302	7,742	-21.6%	Shares	Sole	2024-11-04
2024-06-30	$732,946	9,870	+5.4%	Shares	Sole	2024-08-12
2024-03-31	$619,533	9,367	-4.6%	Shares	Sole	2024-04-15
2023-12-31	$502,579	9,816	+21.7%	Shares	Sole	2024-02-06
2023-09-30	$308,244	8,065	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.