Spire Wealth Management

Position in JXN — Jackson Financial Inc.

CIK 1858740 MCLEAN, VA

Position in JXN

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$71,673

-$2,331 QoQ

Shares Held

700

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#398

of 504 holders

Holding Since

Jun 2022

17 quarters on record

Financial Services · as of Jun 30, 2026

Spire Wealth Management holds $744,070 across 8 Insurance - Life names. JXN ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	1,565	$279,634
2	MET	Metlife Inc	2,754	$233,015
3	PRU	Prudential Financial Inc	1,121	$120,989
4	JXN	Jackson Financial Inc. This page	700	$71,673
5	MFC	Manulife Financial Corp	411	$16,649
6	AFL	Aflac Inc	109	$12,780
7	PUK	Prudential PLC	218	$5,844
8	UNM	Unum Group	39	$3,486

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$71,673	700	0.0%	Shares	Sole	2026-07-15
2026-03-31	$74,004	700	0.0%	Shares	Sole	2026-04-22
2025-12-31	$74,655	700	0.0%	Shares	Sole	2026-01-14
2025-09-30	$70,861	700	0.0%	Shares	Sole	2025-10-23
2025-06-30	$62,153	700	0.0%	Shares	Sole	2025-08-04
2025-03-31	$58,646	700	0.0%	Shares	Sole	2025-04-23
2024-12-31	$60,956	700	-12.5%	Shares	Sole	2025-01-24
2024-09-30	$72,984	800	0.0%	Shares	Sole	2024-10-15
2024-06-30	$59,408	800	-5.9%	Shares	Sole	2024-07-31
2024-03-31	$56,219	850	0.0%	Shares	Sole	2024-04-24
2023-12-31	$43,520	850	0.0%	Shares	Sole	2024-02-06
2023-09-30	$32,487	850	+13.3%	Shares	Sole	2023-11-08
2023-06-30	$22,957	750	-15.5%	Shares	Sole	2023-08-09
2023-03-31	$33,220	888	+25.2%	Shares	Sole	2023-05-09
2022-12-31	$24,666	709	+77.2%	Shares	Sole	2023-02-03
2022-09-30	$11,100	400	0.0%	Shares	Sole	2022-11-07
2022-06-30	$10,700	400	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.