Position in JXN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$305,941
-$427,917 QoQ
Shares Held
2,988
-56.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#328
of 504 holders
Holding Since
Dec 2023
10 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, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $6,259,598 across 7 Insurance - Life names. JXN ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MET |
Metlife Inc
|
28,173 | $2,383,717 | |
| 2 | PRU |
Prudential Financial Inc
|
13,329 | $1,438,598 | |
| 3 | AFL |
Aflac Inc
|
12,117 | $1,420,718 | |
| 4 | LNC |
Lincoln National Corp
|
9,656 | $341,339 | |
| 5 | JXN |
Jackson Financial Inc.
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|
2,988 | $305,941 | |
| 6 | GL |
Globe Life Inc.
|
1,379 | $246,399 | |
| 7 | ABX |
Abacus Global Management, Inc.
|
11,474 | $122,886 |
All Filings in JXN
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,941 | 2,988 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $733,858 | 6,881 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $890,419 | 8,796 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,104,636 | 12,441 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,072,384 | 12,800 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,571,619 | 18,048 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,628,911 | 17,855 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,398,390 | 18,831 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $219,650 | 3,321 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $219,443 | 4,286 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||