EVOLVE PRIVATE WEALTH, LLC

Position in JXN — Jackson Financial Inc.

CIK 2111131 LOS ANGELES, CA

Position in JXN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$821,884

-$241,659 QoQ

Shares Held

8,027

-20.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#232

of 504 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $3,824,897 across 6 Insurance - Life names. JXN ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GL	Globe Life Inc.	10,629	$1,899,189
2	JXN	Jackson Financial Inc. This page	8,027	$821,884
3	PRU	Prudential Financial Inc	3,869	$417,581
4	UNM	Unum Group	2,790	$249,426
5	MET	Metlife Inc	2,721	$230,223
6	AFL	Aflac Inc	1,762	$206,594

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$821,884	8,027	-20.2%	Shares	Defined	2026-08-12
2026-03-31	$1,063,543	10,060	+38.0%	Shares	Sole	2026-04-16
2025-12-31	$777,691	7,292	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.