CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

JXN holding history

Jackson Financial Inc. in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JXN overview All 13F holders of JXN Full Q2 2026 holdings

Shares (Q2 2026): 3,981
Value: $407.6K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of JXN by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,981	$407.6K	<0.1%	+476+13.6%	Added	Holders
Q1 2026	3,505	$370.5K	<0.1%	+3,005+601.0%	Added	Holders
Q4 2025	500	$53.3K	<0.1%	+500	New	Holders