Position in JXN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$378,023
-$13,489 QoQ
Shares Held
3,692
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#305
of 504 holders
Holding Since
Dec 2025
2 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, 2026ADVISORTRUST PARTNERS, LLC holds $882,794 across 2 Insurance - Life names. JXN ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GL |
Globe Life Inc.
|
2,825 | $504,771 | |
| 2 | JXN |
Jackson Financial Inc.
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|
3,692 | $378,023 |
All Filings in JXN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,023 | 3,692 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $391,512 | 3,671 | Shares | Sole | 2026-03-10 | |
| No filing history on record for this holder in this stock. | ||||||