Comprehensive Financial Consultants Institutional, Inc. JXN — JACKSON FINANCIAL INC

Ownership history in Comprehensive Financial Consultants Institutional, Inc.  ·  10 quarters on record

AI Ownership Summary

Comprehensive Financial Consultants Institutional, Inc. reported JACKSON FINANCIAL INC (JXN) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.11% in 2024 Q3. The latest visible filing shows JXN at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JXN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Consultants Institutional, Inc.'s position in JACKSON FINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JXN was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JXN stock page Comprehensive Financial Consultants Institutional, Inc. fund profile Comprehensive Financial Consultants Institutional, Inc. full holdings
How Comprehensive Financial Consultants Institutional, Inc. held JXN — position size vs. price
% of Fund (quarterly)    JXN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,221 -13 -0.4% 0.09% $330K 2026-07-15 $124.27
2026 Q1 UNCHANGED — — — 3,234 — 0% 0.10% $342K 2026-05-08 $111.83
2025 Q4 UNCHANGED — — — 3,234 — 0% 0.10% $345K 2026-01-29 $116.06
2025 Q3 UNCHANGED — — — 3,234 — 0% 0.10% $327K 2025-10-16 $92.24
2025 Q2 UNCHANGED — — — 3,234 — 0% 0.09% $287K 2025-07-22 $85.62
2025 Q1 UNCHANGED — — — 3,234 — 0% 0.10% $271K 2025-05-15 $81.62
2024 Q4 UNCHANGED — — — 3,234 — 0% 0.10% $282K 2025-01-24 $88.27
2024 Q3 UNCHANGED — — — 3,234 — 0% 0.11% $295K 2024-10-31 $94.14
2024 Q2 UNCHANGED — — — 3,234 — 0% 0.09% $240K 2024-07-17 $77.58
2024 Q1 INITIATED — — — 3,234 — — 0.09% $214K 2024-05-02 $64.23

🏢 Other funds also holding JXN

As of 2026 Q2 — sorted by position size

WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.52% Steadtrust LLC 0.46% BayBridge Capital Group, LLC 0.3% Meriwether Wealth & Planning, LLC 0.21% Linden Thomas Advisory Services, LLC 3Y 0.18% TCFG Investment Advisors, LLC 0.12% Tactive Advisors, LLC 0.1% LVZ, Inc. 3Y 7Y 0.07% CWA Asset Management Group, LLC 3Y 7Y 0.06% Davis Capital Management 3Y 0.04%

FAQ About Comprehensive Financial Consultants Institutional, Inc. and JXN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Consultants Institutional, Inc. reported owning JXN?

Comprehensive Financial Consultants Institutional, Inc. reported JXN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JXN position in Comprehensive Financial Consultants Institutional, Inc.'s portfolio?

The largest reported portfolio weight for JXN was 0.11% in 2024 Q3.

What is the latest reported JXN position on this page?

The most recent filing on this page is 2026 Q2, when Comprehensive Financial Consultants Institutional, Inc. reported 3,221 shares, equal to 0.09% of portfolio, with an estimated market value of $330K.

What does the chart on this JXN ownership page compare?

The chart compares Comprehensive Financial Consultants Institutional, Inc.'s quarterly JXN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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