Position in JXN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$394,106
+$58,279 QoQ
Shares Held
3,728
+18.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026AE Wealth Management LLC holds $31,274,768 across 7 Insurance - Life names. JXN ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
263,327 | $25,724,388 | |
| 2 | AFL |
Aflac Inc
|
16,862 | $1,849,909 | |
| 3 | MET |
Metlife Inc
|
24,907 | $1,761,404 | |
| 4 | UNM |
Unum Group
|
10,180 | $743,432 | |
| 5 | LNC |
Lincoln National Corp
|
19,222 | $682,376 | |
| 6 | JXN |
Jackson Financial Inc.
This page
|
3,728 | $394,106 | |
| 7 | GNW |
Genworth Financial Inc
|
14,675 | $119,153 |
All Filings in JXN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||