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, Q2 2024
Institutional positions in Jackson Financial Inc. as of Jun 30, 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
- 384
- +22 vs. Q1 2024
- Shares held
- 68.4M
- −1.00M (−1.4%) vs. Q1 2024
- Total value
- $5.08B
- +$496.1M (+10.8%) vs. Q1 2024
- New holders
- 51
- 131 more added
- Sold out
- 29
- 159 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 1 | $38 | 0.00% | +1 | New |
| Wetzel Investment Advisors, Inc. | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3 | $223 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $223 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $520 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $520 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 8 | $595 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 11 | $817 | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 12 | $891 | 0.00% | +4+50.0% | Added |
| Larson Financial Group LLC | 12 | $891 | 0.00% | +12 | New |
| Horizon Investments, LLC | 13 | $965 | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.04K | 0.00% | +2+16.7% | Added |
| Sachetta, LLC | 15 | $1.36K | 0.00% | +15 | New |
| RFP Financial Group LLC | 22 | $1.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 25 | $1.86K | 0.00% | +25 | New |
| Allworth Financial LP | 23 | $1.89K | 0.00% | +7+43.8% | Added |
| Whittier Trust Co of Nevada Inc | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 36 | $2.67K | 0.00% | +36 | New |
| Parallel Advisors, LLC | 37 | $2.75K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $2.97K | 0.00% | +30+300.0% | Added |
| Mather Group, LLC. | 48 | $3.17K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $3.49K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 51 | $3.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $4.08K | 0.00% | +4+7.8% | Added |
| LGT Financial Advisors LLC | 62 | $4.60K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 78 | $5.79K | 0.00% | +48+160.0% | Added |
| C M Bidwell & Associates Ltd | 93 | $6.91K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 112 | $7.41K | 0.00% | +105+1,500.0% | Added |
| First Horizon Advisors, Inc. | 101 | $7.50K | 0.00% | +17+20.2% | Added |
| Glen Eagle Advisors, LLC | 103 | $7.65K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 104 | $7.72K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 116 | $8.69K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 118 | $8.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 122 | $9.06K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 131 | $9.73K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 138 | $10.2K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 140 | $10.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 148 | $10.8K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 153 | $11.0K | 0.00% | +153 | New |
| WealthCollab, LLC | 174 | $12.9K | 0.01% | +47+37.0% | Added |
| Frazier Financial Advisors, LLC | 191 | $14.2K | 0.01% | +47+32.6% | Added |
| ClariVest Asset Management LLC | 210 | $15.6K | 0.00% | +142+208.8% | Added |
| Signaturefd, LLC | 228 | $16.9K | 0.00% | −1−0.4% | Reduced |
| WR Wealth Planners, LLC | 236 | $17.5K | 0.01% | +2+0.9% | Added |
| Continuum Advisory, LLC | 306 | $22.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 332 | $25.0K | 0.00% | +3+0.9% | Added |
| Compagnie Lombard Odier SCmA | 366 | $27.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 377 | $27.6K | 0.00% | +316+518.0% | Added |
| Bell Investment Advisors, Inc | 378 | $28.1K | 0.01% | +7+1.9% | Added |
| Sound Income Strategies, LLC | 379 | $28.1K | 0.00% | −48−11.2% | Reduced |
| Quadrant Capital Group LLC | 382 | $28.4K | 0.00% | +330+634.6% | Added |
| Harbour Investments, Inc. | 421 | $31.3K | 0.00% | −200−32.2% | Reduced |
| Principal Securities, Inc. | 452 | $33.6K | 0.00% | −18−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 438 | $38.6K | 0.00% | +43+10.9% | Added |
| Steward Partners Investment Advisory, LLC | 708 | $52.6K | 0.00% | −14−1.9% | Reduced |
| NBC Securities, Inc. | 759 | $56.0K | 0.01% | +2+0.3% | Added |
| GAMMA Investing LLC | 775 | $57.6K | 0.01% | +293+60.8% | Added |
| Spire Wealth Management | 800 | $59.4K | 0.00% | −50−5.9% | Reduced |
| Creative Financial Designs Inc | 837 | $62.1K | 0.01% | +8+1.0% | Added |
| Brown Shipley& Co Ltd | 854 | $63.4K | 0.03% | +5+0.6% | Added |
| CWM, LLC | 1,025 | $76.0K | 0.00% | +457+80.5% | Added |
| Farmers & Merchants Investments Inc | 1,046 | $77.7K | 0.00% | +1,000+2,173.9% | Added |
| Geneos Wealth Management Inc. | 1,053 | $78.2K | 0.00% | −108−9.3% | Reduced |
| Global Retirement Partners, LLC | 1,160 | $86.1K | 0.00% | +5+0.4% | Added |
| Close Asset Management Ltd | 1,197 | $89.0K | 0.00% | −93−7.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,300 | $96.5K | 0.03% | +1,120+622.2% | Added |
| Hexagon Capital Partners LLC | 1,315 | $97.7K | 0.02% | −217−14.2% | Reduced |
| Platinum Investment Management Ltd | 1,406 | $104.4K | 0.00% | −253−15.3% | Reduced |
| Ci Investments Inc. | 1,519 | $113.0K | 0.00% | +102+7.2% | Added |
| Fifth Third Bancorp | 1,614 | $119.9K | 0.00% | +1,496+1,267.8% | Added |
| Covestor Ltd | 1,616 | $120.0K | 0.08% | −993−38.1% | Reduced |
| KBC Group NV | 1,689 | $125.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,682 | $126.2K | 0.01% | +1,604+2,056.4% | Added |
| EntryPoint Capital, LLC | 1,733 | $128.7K | 0.06% | +1,733 | New |
| Jones Financial Companies LLLP | 2,061 | $153.0K | 0.00% | +2,061 | New |
| IFP Advisors, Inc | 2,092 | $155.3K | 0.01% | +392+23.1% | Added |
| Simplex Trading, LLC | 2,141 | $158.0K | 0.01% | +2,141 | New |
| Nomura Asset Management Co Ltd | 2,130 | $158.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,267 | $168.3K | 0.00% | −6,952−75.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,338 | $173.6K | 0.00% | +16+0.7% | Added |
| State of Wyoming | 2,452 | $182.1K | 0.03% | −7,589−75.6% | Reduced |
| Plato Investment Management Ltd | 2,566 | $190.6K | 0.02% | +2,264+749.7% | Added |
| Forum Financial Management, LP | 2,695 | $200.1K | 0.00% | +2,695 | New |
| Shelton Capital Management | 2,817 | $209.2K | 0.01% | +2,817 | New |
| Sage Rhino Capital LLC | 2,871 | $213.2K | 0.05% | +2,871 | New |
| Private Trust Co NA | 2,885 | $214.2K | 0.02% | −375−11.5% | Reduced |
| Savant Capital, LLC | 2,942 | $218.5K | 0.00% | +2,942 | New |
| Glenmede Trust Co NA | 2,951 | $219.1K | 0.00% | +2,951 | New |
| Silver Oak Securities, Inc | 3,075 | $228.4K | 0.03% | −165−5.1% | Reduced |
| Capital Asset Advisory Services LLC | 3,249 | $239.0K | 0.01% | −72−2.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $240.2K | 0.09% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 3,241 | $240.7K | 0.00% | −812−20.0% | Reduced |
| HighTower Advisors, LLC | 3,359 | $246.0K | 0.00% | −786−19.0% | Reduced |
| Two Sigma Investments, LP | 3,358 | $249.4K | 0.00% | −8,607−71.9% | Reduced |
| Nisa Investment Advisors, LLC | 3,358 | $249.4K | 0.00% | +50+1.5% | Added |
| Quest Partners LLC | 3,481 | $258.5K | 0.04% | −910−20.7% | Reduced |