Position in JXN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,546,395
-$124,403 QoQ
Shares Held
15,103
-4.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#173
of 504 holders
Holding Since
Jun 2022
16 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, 2026Independent Advisor Alliance holds $16,627,186 across 8 Insurance - Life names. JXN ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
51,684 | $4,372,982 | |
| 2 | AFL |
Aflac Inc
|
35,419 | $4,152,877 | |
| 3 | MFC |
Manulife Financial Corp
|
52,555 | $2,129,002 | |
| 4 | PRU |
Prudential Financial Inc
|
14,683 | $1,584,735 | |
| 5 | JXN |
Jackson Financial Inc.
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|
15,103 | $1,546,395 | |
| 6 | BHF |
Brighthouse Financial, Inc.
|
23,926 | $1,514,515 | |
| 7 | LNC |
Lincoln National Corp
|
29,384 | $1,038,723 | |
| 8 | UNM |
Unum Group
|
3,221 | $287,957 |
All Filings in JXN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,546,395 | 15,103 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,670,798 | 15,804 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,797,051 | 16,850 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,124,210 | 20,984 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,916,708 | 21,587 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,027,477 | 12,264 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,022,231 | 11,739 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,042,758 | 11,430 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $775,051 | 10,437 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $716,097 | 10,827 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $461,004 | 9,004 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $550,253 | 14,397 | Shares | Sole | 2023-10-24 | |
| 2023-03-31 | $355,582 | 9,505 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $955,994 | 27,479 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $994,948 | 35,854 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $775,723 | 28,999 | Shares | Sole | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||