IBEX WEALTH ADVISORS

Position in JXN — Jackson Financial Inc.

CIK 1686242 BEDMINSTER, NJ

Position in JXN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$20,620,424

-$494,291 QoQ

Shares Held

201,391

+0.8% QoQ

Ownership

0.297%

of shares outstanding

% of Portfolio

1.76%

of 13F equity value

Holder Rank

#50

of 504 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $22,755,847 across 3 Insurance - Life names. JXN ranks #1 (90.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JXN	Jackson Financial Inc. This page	201,391	$20,620,424
2	AFL	Aflac Inc	9,304	$1,090,894
3	CNO	CNO Financial Group, Inc.	20,489	$1,044,529

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,620,424	201,391	+0.8%	Shares	Sole	2026-07-27
2026-03-31	$21,114,715	199,723	+1.8%	Shares	Sole	2026-04-30
2025-12-31	$20,917,904	196,136	-0.0%	Shares	Sole	2026-02-17
2025-09-30	$19,863,451	196,221	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$17,382,595	195,772	+2.7%	Shares	Sole	2025-08-07
2025-03-31	$15,971,148	190,632	-2.7%	Shares	Sole	2025-04-15
2024-12-31	$17,055,488	195,860	+4.3%	Shares	Sole	2025-01-23
2024-06-30	$13,949,889	187,852	+104262.2%	Shares	Sole	2024-08-06
2023-12-31	$9,216	180	-99.9%	Shares	Sole	2024-01-29
2023-09-30	$6,757,792	176,813	+131.0%	Shares	Sole	2023-11-07
2023-03-31	$2,863,136	76,534	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.