Position in JXN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$386,092
-$8,014 QoQ
Shares Held
3,771
+1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 504 holders
Holding Since
Sep 2025
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, 2026AE Wealth Management LLC holds $67,556,856 across 9 Insurance - Life names. JXN ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
347,225 | $37,475,959 | |
| 2 | MET |
Metlife Inc
|
298,823 | $25,283,381 | |
| 3 | AFL |
Aflac Inc
|
16,789 | $1,968,494 | |
| 4 | UNM |
Unum Group
|
11,021 | $985,266 | |
| 5 | LNC |
Lincoln National Corp
|
23,711 | $838,172 | |
| 6 | JXN |
Jackson Financial Inc.
This page
|
3,771 | $386,092 | |
| 7 | GL |
Globe Life Inc.
|
1,377 | $246,036 | |
| 8 | MFC |
Manulife Financial Corp
|
5,963 | $241,558 |
All Filings in JXN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,092 | 3,771 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $394,106 | 3,728 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $335,827 | 3,149 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $253,466 | 2,504 | Shares | Other | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||