CVA Family Office, LLC
Family OfficePosition in JXN — Jackson Financial Inc.
CIK 1802084
DENVER, CO
Position in JXN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,624
+$1,378 QoQ
Shares Held
94
+20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#447
of 504 holders
Holding Since
Mar 2025
3 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, 2026CVA Family Office, LLC holds $893,894 across 13 Insurance - Life names. JXN ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
2,230 | $261,467 | |
| 2 | MET |
Metlife Inc
|
2,646 | $223,878 | |
| 3 | PRU |
Prudential Financial Inc
|
1,186 | $128,004 | |
| 4 | UNM |
Unum Group
|
1,430 | $127,842 | |
| 5 | LNC |
Lincoln National Corp
|
1,676 | $59,246 | |
| 6 | GL |
Globe Life Inc.
|
223 | $39,845 | |
| 7 | PRI |
Primerica, Inc.
|
62 | $17,620 | |
| 8 | JXN |
Jackson Financial Inc.
This page
|
94 | $9,624 |
All Filings in JXN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,624 | 94 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,246 | 78 | Shares | Sole | 2026-04-29 | |
| 2025-03-31 | $502 | 6 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||