JPL Wealth Management, LLC
Position in LNC — Lincoln National Corp
CIK 2010710
GREENWOOD VILLAGE, CO
Position in LNC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,946
+$351 QoQ
Shares Held
734
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#497
of 614 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $321,751 across 13 Insurance - Life names. LNC ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
1,106 | $129,678 | |
| 2 | UNM |
Unum Group
|
713 | $63,742 | |
| 3 | MET |
Metlife Inc
|
399 | $33,758 | |
| 4 | LNC |
Lincoln National Corp
This page
|
734 | $25,946 | |
| 5 | JXN |
Jackson Financial Inc.
|
195 | $19,965 | |
| 6 | MFC |
Manulife Financial Corp
|
435 | $17,620 | |
| 7 | PRU |
Prudential Financial Inc
|
145 | $15,649 | |
| 8 | GL |
Globe Life Inc.
|
35 | $6,253 |
All Filings in LNC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,946 | 734 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,595 | 721 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $29,077 | 721 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||