Gladstone Institutional Advisory LLC

Position in JXN — Jackson Financial Inc.

CIK 1766530 Bedminster, NJ

Position in JXN

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$261,299

-$8,392 QoQ

Shares Held

2,552

+0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#345

of 504 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gladstone Institutional Advisory LLC holds $1,954,016 across 5 Insurance - Life names. JXN ranks #5 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MFC	Manulife Financial Corp	11,497	$465,743
2	AFL	Aflac Inc	3,667	$429,955
3	MET	Metlife Inc	5,079	$429,734
4	PRU	Prudential Financial Inc	3,403	$367,285
5	JXN	Jackson Financial Inc. This page	2,552	$261,299

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,299	2,552	+0.0%	Shares	Sole	2026-07-27
2026-03-31	$269,691	2,551	0.0%	Shares	Sole	2026-05-14
2025-12-31	$272,064	2,551	-0.0%	Shares	Sole	2026-02-17
2025-09-30	$258,338	2,552	+7.9%	Shares	Sole	2025-10-22
2025-06-30	$209,988	2,365	0.0%	Shares	Sole	2025-08-12
2024-12-31	$205,944	2,365	0.0%	Shares	Sole	2025-01-29
2024-09-30	$215,758	2,365	—	Shares	Sole	2024-10-28
No filing history on record for this holder in this stock.