Position in JXN
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$6,610,196
-$196,057 QoQ
Shares Held
64,559
+0.3% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#89
of 504 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Derivatives in JXN
reported options exposure · as of Jun 30, 2024CallValue
$14,852
CallShares
200
PutValue
$185,650
PutShares
2,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $18,516,646 across 9 Insurance - Life names. JXN ranks #1 (35.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
This page
|
64,559 | $6,610,196 | |
| 2 | AFL |
Aflac Inc
|
44,220 | $5,184,795 | |
| 3 | LNC |
Lincoln National Corp
|
50,792 | $1,795,497 | |
| 4 | MET |
Metlife Inc
|
18,305 | $1,548,786 | |
| 5 | PRU |
Prudential Financial Inc
|
11,141 | $1,202,448 | |
| 6 | PRI |
Primerica, Inc.
|
3,059 | $869,367 | |
| 7 | MFC |
Manulife Financial Corp
|
18,739 | $759,116 | |
| 8 | UNM |
Unum Group
|
3,616 | $323,270 |
All Filings in JXN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,610,196 | 64,559 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $6,806,253 | 64,380 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,342,902 | 59,474 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,058,109 | 59,845 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,573,170 | 62,768 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,203,827 | 62,113 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,364,128 | 61,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,671,404 | 62,166 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $185,650 | 2,500 | Put | Sole | 2024-08-12 | |
| 2024-06-30 | $4,734,743 | 63,759 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $14,852 | 200 | Call | Sole | 2024-08-12 | |
| 2024-03-31 | $5,559,662 | 84,059 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $46,298 | 700 | Call | Sole | 2024-05-14 | |
| 2023-12-31 | $4,431,001 | 86,543 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,304,501 | 86,460 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||