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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 2,338 | $173.6K | 0.00% | +16+0.7% | Added |
| GWM Advisors LLC | 2,267 | $168.3K | 0.00% | −6,952−75.4% | Reduced |
| Nomura Asset Management Co Ltd | 2,130 | $158.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,141 | $158.0K | 0.01% | +2,141 | New |
| IFP Advisors, Inc | 2,092 | $155.3K | 0.01% | +392+23.1% | Added |
| Jones Financial Companies LLLP | 2,061 | $153.0K | 0.00% | +2,061 | New |
| EntryPoint Capital, LLC | 1,733 | $128.7K | 0.06% | +1,733 | New |
| Farther Finance Advisors, LLC | 1,682 | $126.2K | 0.01% | +1,604+2,056.4% | Added |
| KBC Group NV | 1,689 | $125.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,616 | $120.0K | 0.08% | −993−38.1% | Reduced |
| Fifth Third Bancorp | 1,614 | $119.9K | 0.00% | +1,496+1,267.8% | Added |
| Ci Investments Inc. | 1,519 | $113.0K | 0.00% | +102+7.2% | Added |
| Platinum Investment Management Ltd | 1,406 | $104.4K | 0.00% | −253−15.3% | Reduced |
| Hexagon Capital Partners LLC | 1,315 | $97.7K | 0.02% | −217−14.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,300 | $96.5K | 0.03% | +1,120+622.2% | Added |
| Close Asset Management Ltd | 1,197 | $89.0K | 0.00% | −93−7.2% | Reduced |
| Global Retirement Partners, LLC | 1,160 | $86.1K | 0.00% | +5+0.4% | Added |
| Geneos Wealth Management Inc. | 1,053 | $78.2K | 0.00% | −108−9.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,046 | $77.7K | 0.00% | +1,000+2,173.9% | Added |
| CWM, LLC | 1,025 | $76.0K | 0.00% | +457+80.5% | Added |
| Brown Shipley& Co Ltd | 854 | $63.4K | 0.03% | +5+0.6% | Added |
| Creative Financial Designs Inc | 837 | $62.1K | 0.01% | +8+1.0% | Added |
| Spire Wealth Management | 800 | $59.4K | 0.00% | −50−5.9% | Reduced |
| GAMMA Investing LLC | 775 | $57.6K | 0.01% | +293+60.8% | Added |
| NBC Securities, Inc. | 759 | $56.0K | 0.01% | +2+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 708 | $52.6K | 0.00% | −14−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 438 | $38.6K | 0.00% | +43+10.9% | Added |
| Principal Securities, Inc. | 452 | $33.6K | 0.00% | −18−3.8% | Reduced |
| Harbour Investments, Inc. | 421 | $31.3K | 0.00% | −200−32.2% | Reduced |
| Quadrant Capital Group LLC | 382 | $28.4K | 0.00% | +330+634.6% | Added |
| Sound Income Strategies, LLC | 379 | $28.1K | 0.00% | −48−11.2% | Reduced |
| Bell Investment Advisors, Inc | 378 | $28.1K | 0.01% | +7+1.9% | Added |
| Smartleaf Asset Management LLC | 377 | $27.6K | 0.00% | +316+518.0% | Added |
| Compagnie Lombard Odier SCmA | 366 | $27.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 332 | $25.0K | 0.00% | +3+0.9% | Added |
| Continuum Advisory, LLC | 306 | $22.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 236 | $17.5K | 0.01% | +2+0.9% | Added |
| Signaturefd, LLC | 228 | $16.9K | 0.00% | −1−0.4% | Reduced |
| ClariVest Asset Management LLC | 210 | $15.6K | 0.00% | +142+208.8% | Added |
| Frazier Financial Advisors, LLC | 191 | $14.2K | 0.01% | +47+32.6% | Added |
| WealthCollab, LLC | 174 | $12.9K | 0.01% | +47+37.0% | Added |
| Matrix Trust Co | 153 | $11.0K | 0.00% | +153 | New |
| CIBC Private Wealth Group, LLC | 148 | $10.8K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 140 | $10.4K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 138 | $10.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 131 | $9.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 122 | $9.06K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 118 | $8.76K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 116 | $8.69K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 104 | $7.72K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 103 | $7.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 101 | $7.50K | 0.00% | +17+20.2% | Added |
| Ronald Blue Trust, Inc. | 112 | $7.41K | 0.00% | +105+1,500.0% | Added |
| C M Bidwell & Associates Ltd | 93 | $6.91K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 78 | $5.79K | 0.00% | +48+160.0% | Added |
| Bessemer Group Inc | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 62 | $4.60K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $4.08K | 0.00% | +4+7.8% | Added |
| Naples Money Management LLC | 51 | $3.82K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $3.49K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 48 | $3.17K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $2.97K | 0.00% | +30+300.0% | Added |
| Parallel Advisors, LLC | 37 | $2.75K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 36 | $2.67K | 0.00% | +36 | New |
| Whittier Trust Co of Nevada Inc | 30 | $2.23K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $1.89K | 0.00% | +7+43.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 25 | $1.86K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 22 | $1.63K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $1.36K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.04K | 0.00% | +2+16.7% | Added |
| Horizon Investments, LLC | 13 | $965 | 0.00% | +13 | New |
| Massmutual Trust Co FSB | 12 | $891 | 0.00% | +4+50.0% | Added |
| Larson Financial Group LLC | 12 | $891 | 0.00% | +12 | New |
| Huntington National Bank | 11 | $817 | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 8 | $595 | 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 |
| Sugarloaf Wealth Management, LLC | 3 | $223 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $223 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $38 | 0.00% | +1 | New |
| Ruffer LLP | 0 | $0 | 0.00% | −481,709−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −103,600−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −61,924−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −45,762−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −42,653−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −28,332−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −35,595−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −12,168−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −8,773−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,255−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,005−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −5,521−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,184−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,647−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −3,804−100.0% | Sold out |