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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 3,485 | $258.8K | 0.05% | +3,485 | New |
| Paragon Capital Management Ltd | 3,536 | $262.6K | 0.05% | −1,567−30.7% | Reduced |
| Mirabella Financial Services LLP | 3,552 | $263.8K | 0.02% | +3,552 | New |
| Gotham Asset Management, LLC | 3,594 | $266.9K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 3,609 | $268.0K | 0.02% | +514+16.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,651 | $271.1K | 0.00% | +3,651 | New |
| Creative Planning | 3,668 | $272.4K | 0.00% | −25−0.7% | Reduced |
| Belpointe Asset Management LLC | 3,669 | $272.5K | 0.02% | −1,454−28.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,671 | $272.6K | 0.00% | −1,000−21.4% | Reduced |
| Ethic Inc. | 3,827 | $284.2K | 0.01% | +3,827 | New |
| Focus Financial Network, Inc. | 3,451 | $286.6K | 0.01% | +4+0.1% | Added |
| Mutual Advisors, LLC | 3,303 | $288.0K | 0.01% | −3,800−53.5% | Reduced |
| Daiwa Securities Group Inc. | 4,000 | $297.0K | 0.00% | −600−13.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 4,000 | $297.0K | 0.17% | +4,000 | New |
| Atria Investments LLC | 4,013 | $298.0K | 0.00% | +4,013 | New |
| Avantax Advisory Services, Inc. | 4,025 | $298.9K | 0.00% | −365−8.3% | Reduced |
| Laurion Capital Management LP | 4,033 | $299.5K | 0.01% | +4,033 | New |
| Oppenheimer Asset Management Inc. | 4,101 | $304.5K | 0.00% | −98−2.3% | Reduced |
| Mariner, LLC | 4,139 | $307.2K | 0.00% | +353+9.3% | Added |
| Sherbrooke Park Advisers LLC | 4,184 | $310.7K | 0.05% | +4,184 | New |
| Centaurus Financial, Inc. | 4,325 | $321.0K | 0.02% | +867+25.1% | Added |
| Cerity Partners LLC | 4,341 | $322.4K | 0.00% | −129−2.9% | Reduced |
| AlphaMark Advisors, LLC | 4,441 | $330.0K | 0.11% | −1,506−25.3% | Reduced |
| Integrated Wealth Concepts LLC | 4,468 | $331.8K | 0.00% | −638−12.5% | Reduced |
| Teza Capital Management LLC | 4,488 | $333.3K | 0.04% | −31,350−87.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,574 | $339.7K | 0.08% | +4,574 | New |
| Western Wealth Management, LLC | 4,611 | $342.4K | 0.03% | +20+0.4% | Added |
| Concorde Asset Management, LLC | 4,700 | $349.0K | 0.22% | −300−6.0% | Reduced |
| Crossmark Global Holdings, Inc. | 4,861 | $360.0K | 0.01% | −498−9.3% | Reduced |
| Profund Advisors LLC | 5,121 | $380.3K | 0.01% | −1,410−21.6% | Reduced |
| Samalin Investment Counsel, LLC | 5,154 | $382.8K | 0.18% | +671+15.0% | Added |
| Kames Capital plc | 5,176 | $384.0K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,327 | $395.6K | 0.06% | +5,327 | New |
| Triumph Capital Management | 5,336 | $396.2K | 0.15% | −287−5.1% | Reduced |
| Leonteq Securities AG | 5,398 | $400.9K | 0.06% | +1,286+31.3% | Added |
| Neuberger Berman Group LLC | 5,532 | $410.8K | 0.00% | +5,532 | New |
| Xponance, Inc. | 6,051 | $449.3K | 0.00% | −18−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 6,127 | $455.0K | 0.01% | +947+18.3% | Added |
| RWC Asset Management LLP | 6,210 | $461.2K | 0.03% | +475+8.3% | Added |
| Public Employees Retirement Association of Colorado | 6,635 | $493.0K | 0.00% | +6,635 | New |
| Toronto Dominion Bank | 6,647 | $493.6K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,866 | $509.9K | 0.00% | −743−9.8% | Reduced |
| Level Four Advisory Services, LLC | 7,102 | $527.4K | 0.02% | +2,376+50.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,161 | $531.8K | 0.00% | +7,161 | New |
| Versor Investments LP | 7,227 | $536.7K | 0.10% | +1,027+16.6% | Added |
| Verition Fund Management LLC | 7,248 | $538.2K | 0.00% | +572+8.6% | Added |
| WBI Investments | 7,434 | $552.0K | 0.13% | −362−4.6% | Reduced |
| Jump Financial, LLC | 7,464 | $554.3K | 0.01% | −1,019−12.0% | Reduced |
| Ameritas Investment Partners, Inc. | 7,482 | $555.6K | 0.02% | −486−6.1% | Reduced |
| JustInvest LLC | 7,743 | $569.1K | 0.01% | +588+8.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,726 | $573.8K | 0.08% | −1,537−16.6% | Reduced |
| Cornercap Investment Counsel Inc | 7,809 | $579.9K | 0.09% | +7,809 | New |
| Harmony Asset Management LLC | 7,826 | $581.1K | 0.24% | +3,116+66.2% | Added |
| Prelude Capital Management, LLC | 8,013 | $595.0K | 0.05% | −6,295−44.0% | Reduced |
| Everence Capital Management Inc | 8,980 | $614.0K | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 8,275 | $614.5K | 0.19% | −1,000−10.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,386 | $622.0K | 0.01% | +2,011+31.5% | Added |
| Two Sigma Advisers, LP | 8,900 | $660.9K | 0.00% | −8,400−48.6% | Reduced |
| Marshall Wace, LLP | 8,915 | $662.0K | 0.00% | −8,242−48.0% | Reduced |
| Susquehanna International Group, LLP | 8,925 | $662.8K | 0.00% | −30,544−77.4% | Reduced |
| US Bancorp | 9,047 | $671.8K | 0.00% | −1,619−15.2% | Reduced |
| QRG Capital Management, Inc. | 9,089 | $674.9K | 0.01% | +264+3.0% | Added |
| Royce & Associates LP | 9,318 | $692.0K | 0.01% | +9,318 | New |
| Vise Technologies, Inc. | 9,369 | $695.7K | 0.12% | −2,940−23.9% | Reduced |
| Centiva Capital, LP | 9,536 | $708.1K | 0.03% | +3,676+62.7% | Added |
| CSS LLC | 9,728 | $722.4K | 0.05% | −500−4.9% | Reduced |
| Ritholtz Wealth Management | 9,779 | $726.2K | 0.02% | +5,495+128.3% | Added |
| Wealthcare Advisory Partners LLC | 9,870 | $732.9K | 0.02% | +503+5.4% | Added |
| Baird Financial Group, Inc. | 9,881 | $733.8K | 0.00% | −22−0.2% | Reduced |
| Regal Investment Advisors LLC | 9,917 | $736.5K | 0.05% | −104−1.0% | Reduced |
| International Assets Investment Management, LLC | 9,954 | $739.2K | 0.07% | +199+2.0% | Added |
| Pictet Asset Management Holding SA | 10,049 | $746.2K | 0.00% | +828+9.0% | Added |
| Mercer Global Advisors Inc | 10,084 | $748.9K | 0.00% | +341+3.5% | Added |
| Verdad Advisers, LP | 10,330 | $767.1K | 0.89% | −810−7.3% | Reduced |
| Independent Advisor Alliance | 10,437 | $775.1K | 0.03% | −390−3.6% | Reduced |
| Paloma Partners Management Co | 10,447 | $775.8K | 0.07% | +6,000+134.9% | Added |
| Friedenthal Financial | 10,805 | $802.4K | 0.50% | +10,805 | New |
| Y-Intercept (Hong Kong) Ltd | 10,926 | $811.4K | 0.04% | +10,926 | New |
| Lingohr & Partner Asset Management GmbH | 11,077 | $823.0K | 2.06% | −2,112−16.0% | Reduced |
| Mutual of America Capital Management LLC | 11,157 | $828.5K | 0.01% | −1,033−8.5% | Reduced |
| CI Private Wealth, LLC | 11,326 | $841.2K | 0.00% | −722−6.0% | Reduced |
| Stratos Wealth Partners, LTD. | 11,510 | $854.7K | 0.01% | +38+0.3% | Added |
| Guggenheim Capital LLC | 11,724 | $870.6K | 0.01% | +8,580+272.9% | Added |
| Cambria Investment Management, L.P. | 11,736 | $871.5K | 0.05% | −21−0.2% | Reduced |
| True Wealth Design, LLC | 11,806 | $876.7K | 0.22% | +11,806 | New |
| Oppenheimer & Co Inc | 11,925 | $885.6K | 0.01% | +4,920+70.2% | Added |
| Strategic Advisors LLC | 12,000 | $891.1K | 0.17% | −1,000−7.7% | Reduced |
| ProShare Advisors LLC | 12,057 | $895.4K | 0.00% | −3,845−24.2% | Reduced |
| Prospera Financial Services Inc | 12,071 | $896.4K | 0.02% | −215−1.7% | Reduced |
| Wellington Shields & Co., LLC | 12,384 | $919.6K | 0.30% | −27−0.2% | Reduced |
| Summit Global Investments | 12,466 | $926.0K | 0.06% | −1,818−12.7% | Reduced |
| PEAK6 Investments LLC | 12,899 | $957.9K | 0.04% | +12,899 | New |
| Handelsbanken Fonder AB | 12,900 | $958.0K | 0.00% | −700−5.1% | Reduced |
| UniSuper Management Pty Ltd | 13,099 | $972.7K | 0.01% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 13,638 | $1.01M | 0.01% | 00.0% | Unchanged |
| EJF Capital LLC | 13,931 | $1.03M | 0.77% | −20,500−59.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,626 | $1.09M | 0.01% | −654−4.3% | Reduced |
| Martingale Asset Management L P | 14,658 | $1.09M | 0.02% | −4,395−23.1% | Reduced |
| Entropy Technologies, LP | 14,681 | $1.09M | 0.12% | −19,776−57.4% | Reduced |
| Counterpoint Mutual Funds LLC | 14,918 | $1.11M | 0.26% | +11,077+288.4% | Added |