CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in JXN — Jackson Financial Inc.
CIK 884546
SAN FRANCISCO, CA
Position in JXN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$104,243,361
-$8,369,688 QoQ
Shares Held
1,018,101
-4.4% QoQ
Ownership
1.50%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#14
of 504 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JXN Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $1,631,538,699 across 16 Insurance - Life names. JXN ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,146,482 | $368,925,014 | |
| 2 | MET |
Metlife Inc
|
3,882,369 | $328,487,240 | |
| 3 | PRU |
Prudential Financial Inc
|
2,496,215 | $269,416,484 | |
| 4 | GL |
Globe Life Inc.
|
734,319 | $131,208,118 | |
| 5 | JXN |
Jackson Financial Inc.
This page
|
1,018,101 | $104,243,361 | |
| 6 | UNM |
Unum Group
|
1,132,607 | $101,255,065 | |
| 7 | PRI |
Primerica, Inc.
|
320,724 | $91,149,760 | |
| 8 | LNC |
Lincoln National Corp
|
2,193,476 | $77,539,376 |
All Filings in JXN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,243,361 | 1,018,101 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $112,613,049 | 1,065,201 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $111,298,553 | 1,043,587 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $109,052,143 | 1,077,271 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $96,159,392 | 1,082,998 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $90,864,436 | 1,084,560 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $93,980,219 | 1,079,240 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $95,873,880 | 1,050,903 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $55,723,441 | 750,383 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $50,557,812 | 764,406 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $56,729,241 | 1,107,993 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $37,673,110 | 985,691 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $21,802,554 | 712,269 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $20,855,326 | 557,480 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,492,095 | 474,047 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,119,062 | 472,759 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,682,642 | 586,267 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,677,215 | 467,493 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $20,301,437 | 485,332 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $601,952 | 23,152 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||