Jackson Financial Inc.
JXN- Exchange
- NYSE
- Industry
- Life Insurance
- SEC CIK
- 0001822993
In the last 90 days, Jackson Financial Inc. insiders filed 0 open-market purchases and 2 sales; 506 institutions reported holding it in 13F filings for Q2 2026, worth $6.46B in total; no superinvestor holds it.
Other share classesJXN.PA
13F holders, Q3 2022
Institutional positions in Jackson Financial Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 247
- +24 vs. Q2 2022
- Shares held
- 68.6M
- +3.68M (+5.7%) vs. Q2 2022
- Total value
- $1.91B
- +$158.9M (+9.1%) vs. Q2 2022
- New holders
- 53
- 89 more added
- Sold out
- 29
- 57 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JXN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 506 | $6.46B |
| Q1 2026 | 517 | $6.62B |
| Q4 2025 | 515 | $6.39B |
| Q3 2025 | 479 | $6.03B |
| Q2 2025 | 460 | $5.59B |
| Q1 2025 | 455 | $5.50B |
| Q4 2024 | 439 | $5.96B |
| Q3 2024 | 410 | $6.18B |
| Q2 2024 | 384 | $5.08B |
| Q1 2024 | 367 | $4.60B |
| Q4 2023 | 348 | $3.56B |
| Q3 2023 | 298 | $2.73B |
| Q2 2023 | 285 | $2.00B |
| Q1 2023 | 301 | $2.40B |
| Q4 2022 | 292 | $2.27B |
| Q3 2022 | 247 | $1.91B |
| Q2 2022 | 228 | $1.75B |
| Q1 2022 | 215 | $2.38B |
| Q4 2021 | 226 | $2.54B |
| Q3 2021 | 251 | $1.46B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 492 | $13.0K | 0.00% | +474+2,633.3% | Added |
| Spire Wealth Management | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 328 | $9.00K | 0.00% | +328 | New |
| Wipfli Financial Advisors LLC, | 326 | $9.00K | 0.00% | +326 | New |
| TCI Wealth Advisors, Inc. | 281 | $8.00K | 0.00% | +49+21.1% | Added |
| Heritage Wealth Management, LLC | 243 | $7.00K | 0.00% | +243 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 207 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 167 | $5.00K | 0.00% | +95+131.9% | Added |
| Bell Investment Advisors, Inc | 171 | $5.00K | 0.00% | +143+510.7% | Added |
| Wellington Shields Capital Management, LLC | 130 | $4.00K | 0.00% | +130 | New |
| Lindbrook Capital, LLC | 106 | $3.00K | 0.00% | +73+221.2% | Added |
| Hantz Financial Services, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Signaturefd, LLC | 60 | $2.00K | 0.00% | −44−42.3% | Reduced |
| Quadrant Capital Group LLC | 85 | $2.00K | 0.00% | −21−19.8% | Reduced |
| Versant Capital Management, Inc | 61 | $2.00K | 0.00% | +61 | New |
| US Bancorp | 46 | $1.00K | 0.00% | −67−59.3% | Reduced |
| Harbour Investments, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 38 | $1.00K | 0.00% | −14−26.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 34 | $1.00K | 0.00% | +24+240.0% | Added |
| Bourgeon Capital Management LLC | 33 | $1.00K | 0.00% | +33 | New |
| Cutler Group LP | 56 | $1.00K | 0.00% | +56 | New |
| American Portfolios Advisors | 11 | $305 | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 10 | $277 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1 | $0 | 0.00% | −43−97.7% | Reduced |
| Earnest Partners LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $0 | 0.00% | −11−91.7% | Reduced |
| McIlrath & Eck, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2 | $0 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| First Horizon Advisors, Inc. | 28 | $0 | 0.00% | +28 | New |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 10 | $0 | 0.00% | +10 | New |
| Schubert & Co | 9 | $0 | 0.00% | +9 | New |
| Sugarloaf Wealth Management, LLC | 3 | – | – | 00.0% | Unchanged |
| LGT Capital Partners Ltd. | 0 | $0 | 0.00% | −717,679−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −267,807−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −210,080−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −177,911−100.0% | Sold out |
| Brightlight Capital Management LP | 0 | $0 | 0.00% | −59,360−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −24,808−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −23,193−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,772−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,833−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −14,311−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −6,244−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,699−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −1,796−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Rothschild & Co Wealth Management UK Ltd | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sciencast Management LP | – | – | – | – | Not filed |
| Brewin Dolphin Wealth Management Ltd | – | – | – | – | Not filed |
| Brewin Dolphin Ltd | – | – | – | – | Not filed |
| Exane Derivatives | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |