Measured Wealth Private Client Group, LLC
Position in JXN — Jackson Financial Inc.
CIK 1720235
PORTSMOUTH, NH
Position in JXN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$329,900
+$11,472 QoQ
Shares Held
3,222
+7.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#320
of 504 holders
Holding Since
Mar 2023
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, 2026Measured Wealth Private Client Group, LLC holds $988,013 across 7 Insurance - Life names. JXN ranks #2 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,863 | $335,686 | |
| 2 | JXN |
Jackson Financial Inc.
This page
|
3,222 | $329,900 | |
| 3 | MFC |
Manulife Financial Corp
|
4,829 | $195,622 | |
| 4 | LNC |
Lincoln National Corp
|
2,030 | $71,760 | |
| 5 | MET |
Metlife Inc
|
424 | $35,874 | |
| 6 | PRU |
Prudential Financial Inc
|
171 | $18,456 | |
| 7 | UNM |
Unum Group
|
8 | $715 |
All Filings in JXN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,900 | 3,222 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $318,428 | 3,012 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $250,094 | 2,345 | Shares | Sole | 2026-02-10 | |
| 2023-03-31 | $581,239 | 15,537 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||