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, Q1 2024
Institutional positions in Jackson Financial Inc. as of Mar 31, 2024. 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
- 367
- +21 vs. Q4 2023
- Shares held
- 69.6M
- +69.5K (+0.1%) vs. Q4 2023
- Total value
- $4.60B
- +$1.04B (+29.1%) vs. Q4 2023
- New holders
- 59
- 111 more added
- Sold out
- 38
- 142 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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, Q1 2024
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 2 | $0 | 0.00% | −22,298−100.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3 | $198 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $198 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 340 | $225 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7 | $463 | 0.00% | −102−93.6% | Reduced |
| Abound Wealth Management | 7 | $463 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 33,075 | $500 | 0.02% | +33,075 | New |
| Massmutual Trust Co FSB | 8 | $529 | 0.00% | −30−78.9% | Reduced |
| Parkside Financial Bank & Trust | 8 | $530 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $661 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $794 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $1.06K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.32K | 0.00% | +20 | New |
| RFP Financial Group LLC | 22 | $1.46K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $1.52K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $1.98K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $1.98K | 0.00% | +30 | New |
| Parallel Advisors, LLC | 37 | $2.45K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 48 | $2.46K | 0.00% | +48 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 39 | $2.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 46 | $3.04K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $3.11K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 51 | $3.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $3.37K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 52 | $3.44K | 0.00% | +2+4.0% | Added |
| Bessemer Group Inc | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 61 | $4.03K | 0.00% | +61 | New |
| LGT Financial Advisors LLC | 62 | $4.10K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 68 | $4.50K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 78 | $5.17K | 0.00% | +5+6.8% | Added |
| First Horizon Advisors, Inc. | 84 | $5.55K | 0.00% | +19+29.2% | Added |
| C M Bidwell & Associates Ltd | 93 | $6.15K | 0.00% | +7+8.1% | Added |
| nVerses Capital, LLC | 100 | $6.61K | 0.02% | +100 | New |
| Glen Eagle Advisors, LLC | 103 | $6.81K | 0.00% | −215−67.6% | Reduced |
| Fortitude Family Office, LLC | 104 | $6.88K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 115 | $7.61K | 0.00% | +115 | New |
| Lindbrook Capital, LLC | 118 | $7.80K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 118 | $7.80K | 0.00% | +15+14.6% | Added |
| Private Wealth Management Group, LLC | 122 | $8.07K | 0.00% | −10−7.6% | Reduced |
| WealthCollab, LLC | 127 | $8.40K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 131 | $8.66K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 116 | $8.77K | 0.00% | +100+625.0% | Added |
| Credit Agricole S A | 140 | $9.02K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 138 | $9.13K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 144 | $9.53K | 0.01% | +87+152.6% | Added |
| CIBC Private Wealth Group, LLC | 148 | $9.79K | 0.00% | +148 | New |
| Catalyst Funds Management Pty Ltd | 180 | $11.9K | 0.00% | +180 | New |
| Signaturefd, LLC | 229 | $15.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 234 | $15.5K | 0.00% | +234 | New |
| Plato Investment Management Ltd | 302 | $20.0K | 0.00% | +302 | New |
| Hantz Financial Services, Inc. | 329 | $22.0K | 0.00% | +3+0.9% | Added |
| Continuum Advisory, LLC | 306 | $24.1K | 0.00% | +306 | New |
| Compagnie Lombard Odier SCmA | 366 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 371 | $24.5K | 0.00% | +42+12.8% | Added |
| EverSource Wealth Advisors, LLC | 395 | $27.0K | 0.00% | +316+400.0% | Added |
| Sound Income Strategies, LLC | 427 | $28.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 470 | $31.1K | 0.00% | +10+2.2% | Added |
| First Command Advisory Services, Inc. | 470 | $31.1K | 0.00% | +470 | New |
| GAMMA Investing LLC | 482 | $31.9K | 0.01% | +154+47.0% | Added |
| Retirement Group, LLC | 525 | $34.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 568 | $38.0K | 0.00% | +176+44.9% | Added |
| Harbour Investments, Inc. | 621 | $41.1K | 0.00% | +382+159.8% | Added |
| Steward Partners Investment Advisory, LLC | 722 | $47.8K | 0.00% | +699+3,039.1% | Added |
| NBC Securities, Inc. | 757 | $51.0K | 0.00% | +2+0.3% | Added |
| Creative Financial Designs Inc | 829 | $54.8K | 0.01% | −141−14.5% | Reduced |
| Brown Shipley& Co Ltd | 849 | $56.2K | 0.02% | −40−4.5% | Reduced |
| Spire Wealth Management | 850 | $56.2K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $66.1K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1,000 | $66.1K | 0.05% | +1,000 | New |
| Headlands Technologies LLC | 1,055 | $69.8K | 0.02% | +308+41.2% | Added |
| Global Retirement Partners, LLC | 1,155 | $76.4K | 0.00% | +11+1.0% | Added |
| Geneos Wealth Management Inc. | 1,161 | $76.8K | 0.00% | −1,055−47.6% | Reduced |
| Close Asset Management Ltd | 1,290 | $85.0K | 0.00% | −344−21.1% | Reduced |
| Ci Investments Inc. | 1,417 | $94.0K | 0.00% | +257+22.2% | Added |
| Hexagon Capital Partners LLC | 1,532 | $101.3K | 0.02% | +235+18.1% | Added |
| Platinum Investment Management Ltd | 1,659 | $109.7K | 0.00% | −228−12.1% | Reduced |
| KBC Group NV | 1,689 | $112.0K | 0.00% | +602+55.4% | Added |
| IFP Advisors, Inc | 1,700 | $112.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,130 | $140.9K | 0.00% | +490+29.9% | Added |
| The PNC Financial Services Group, Inc. | 2,322 | $153.6K | 0.00% | +166+7.7% | Added |
| Covestor Ltd | 2,609 | $173.0K | 0.11% | −903−25.7% | Reduced |
| One Wealth Advisors, LLC | 3,026 | $200.1K | 0.03% | −1,861−38.1% | Reduced |
| Veriti Management LLC | 3,095 | $204.7K | 0.02% | +3,095 | New |
| Guggenheim Capital LLC | 3,144 | $207.9K | 0.00% | −14,084−81.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,228 | $213.5K | 0.01% | −8,239−71.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $213.9K | 0.09% | +3,234 | New |
| Silver Oak Securities, Inc | 3,240 | $214.3K | 0.03% | +3,240 | New |
| Private Trust Co NA | 3,260 | $215.6K | 0.02% | +104+3.3% | Added |
| Nisa Investment Advisors, LLC | 3,308 | $218.8K | 0.00% | +1,320+66.4% | Added |
| Axxcess Wealth Management, LLC | 3,321 | $219.7K | 0.01% | −965−22.5% | Reduced |
| Capital Asset Advisory Services LLC | 3,321 | $221.0K | 0.01% | −965−22.5% | Reduced |
| Focus Financial Network, Inc. | 3,447 | $221.9K | 0.01% | +3,447 | New |
| Centaurus Financial, Inc. | 3,458 | $229.0K | 0.02% | +1,146+49.6% | Added |
| Gotham Asset Management, LLC | 3,594 | $237.7K | 0.00% | +3,594 | New |
| Level Four Advisory Services, LLC | 4,726 | $242.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 3,693 | $244.3K | 0.00% | −1,826−33.1% | Reduced |
| Oracle Alpha Inc. | 3,698 | $244.6K | 0.44% | −5,471−59.7% | Reduced |