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Disclosery

IBEX WEALTH ADVISORS: JXN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IBEX WEALTH ADVISORS on JXN, newest first. How the timeline and the estimate are built.

IBEX WEALTH ADVISORS held 201,391 JXN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,391 shares
    Change vs previous 13F +1,668 shares

    1.62% of the 13F portfolio, value $20,620,412.

    13F-HR 0001686242-26-000003 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 199,723 shares
    Change vs previous 13F +3,587 shares

    1.97% of the 13F portfolio, value $21,114,685.

    13F-HR 0001686242-26-000002 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 196,136 shares
    Change vs previous 13F -85 shares

    2.05% of the 13F portfolio, value $20,917,852.

    13F-HR 0001686242-26-000001 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 196,221 shares
    Change vs previous 13F +449 shares

    1.9% of the 13F portfolio, value $19,863,438.

    13F-HR 0001686242-25-000007 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 195,772 shares
    Change vs previous 13F +5,140 shares

    1.85% of the 13F portfolio, value $17,382,567.

    13F-HR 0001686242-25-000004 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 190,632 shares
    Change vs previous 13F -5,228 shares

    2.11% of the 13F portfolio, value $15,971,183.

    13F-HR 0001686242-25-000002 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 195,860 shares
    Change vs previous 13F +195,860 shares

    2.01% of the 13F portfolio, value $17,055,469.

    13F-HR 0001686242-25-000001 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001686242-24-000005 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.