Position in JXN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$298,364
-$61,612 QoQ
Shares Held
2,914
-14.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#332
of 504 holders
Holding Since
Sep 2024
8 quarters on record
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Kestra Investment Management, LLC holds $520,715 across 2 Insurance - Life names. JXN ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JXN |
Jackson Financial Inc.
This page
|
2,914 | $298,364 | |
| 2 | LNC |
Lincoln National Corp
|
6,290 | $222,351 |
All Filings in JXN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,364 | 2,914 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $359,976 | 3,405 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $417,641 | 3,916 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $396,416 | 3,916 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $418,200 | 4,710 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $394,603 | 4,710 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $730,601 | 8,390 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,392,899 | 15,268 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||