Position in JXN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$711,303
+$162,828 QoQ
Shares Held
6,947
+33.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#249
of 504 holders
Holding Since
Mar 2023
13 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, 2026Integrated Wealth Concepts LLC holds $15,704,598 across 17 Insurance - Life names. JXN ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
40,846 | $4,789,193 | |
| 2 | PRU |
Prudential Financial Inc
|
24,420 | $2,635,650 | |
| 3 | UNM |
Unum Group
|
19,387 | $1,733,197 | |
| 4 | MFC |
Manulife Financial Corp
|
37,962 | $1,537,840 | |
| 5 | MET |
Metlife Inc
|
15,968 | $1,351,052 | |
| 6 | GL |
Globe Life Inc.
|
7,166 | $1,280,420 | |
| 7 | PRI |
Primerica, Inc.
|
3,476 | $987,879 | |
| 8 | JXN |
Jackson Financial Inc.
This page
|
6,947 | $711,303 |
All Filings in JXN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,303 | 6,947 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $548,475 | 5,188 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $489,630 | 4,591 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $489,244 | 4,833 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $417,756 | 4,705 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $458,360 | 5,471 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $357,724 | 4,108 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $365,923 | 4,011 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $331,793 | 4,468 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $337,710 | 5,106 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $296,960 | 5,800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $229,320 | 6,000 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $977,747 | 26,136 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||