Position in JXN
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$408,712
+$89,190 QoQ
Shares Held
3,866
+29.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $2,662,863 across 7 Insurance - Life names. JXN ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRU |
Prudential Financial Inc
|
7,744 | $756,507 | |
| 2 | AFL |
Aflac Inc
|
5,138 | $563,688 | |
| 3 | JXN |
Jackson Financial Inc.
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|
3,866 | $408,712 | |
| 4 | GL |
Globe Life Inc.
|
2,501 | $348,062 | |
| 5 | LNC |
Lincoln National Corp
|
8,007 | $284,248 | |
| 6 | CNO |
CNO Financial Group, Inc.
|
4,958 | $203,574 | |
| 7 | GNW |
Genworth Financial Inc
|
12,078 | $98,072 |
All Filings in JXN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $408,712 | 3,866 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $319,522 | 2,996 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $292,047 | 2,885 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $263,793 | 2,971 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||