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, Q4 2024
Institutional positions in Jackson Financial Inc. as of Dec 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
- 439
- +34 vs. Q3 2024
- Shares held
- 68.4M
- +481.9K (+0.7%) vs. Q3 2024
- Total value
- $5.96B
- −$187.3M (−3.0%) vs. Q3 2024
- New holders
- 75
- 151 more added
- Sold out
- 41
- 165 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Jackson Financial Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 2,328 | $202.7K | 0.00% | +2,328 | New |
| Corton Capital Inc. | 2,350 | $204.6K | 0.12% | +2,350 | New |
| Oppenheimer Asset Management Inc. | 2,362 | $205.7K | 0.00% | −864−26.8% | Reduced |
| Gladstone Institutional Advisory LLC | 2,365 | $205.9K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 2,368 | $206.2K | 0.01% | +2,368 | New |
| Seeds Investor LLC | 2,369 | $206.3K | 0.06% | +102+4.5% | Added |
| RSM US Wealth Management LLC | 2,459 | $213.3K | 0.00% | +2,459 | New |
| Brookstone Capital Management | 2,461 | $214.3K | 0.00% | +2,461 | New |
| Belpointe Asset Management LLC | 2,417 | $217.5K | 0.01% | +2+0.1% | Added |
| Glenmede Trust Co NA | 2,528 | $220.1K | 0.00% | −834−24.8% | Reduced |
| Concurrent Investment Advisors, LLC | 2,569 | $223.7K | 0.01% | −43−1.6% | Reduced |
| Evelyn Partners Investment Management LLP | 2,634 | $229.4K | 0.01% | +2,634 | New |
| IFP Advisors, Inc | 2,692 | $234.5K | 0.01% | +180+7.2% | Added |
| Sequoia Financial Advisors, LLC | 2,745 | $239.1K | 0.00% | +72+2.7% | Added |
| Headlands Technologies LLC | 2,807 | $244.4K | 0.02% | +1,497+114.3% | Added |
| Shelton Capital Management | 2,817 | $245.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,845 | $247.7K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 2,859 | $249.0K | 0.02% | +5+0.2% | Added |
| Ameriflex Group, Inc. | 2,650 | $249.7K | 0.11% | +2,650 | New |
| Concorde Asset Management, LLC | 2,900 | $252.5K | 0.13% | −500−14.7% | Reduced |
| Sage Rhino Capital LLC | 2,947 | $256.6K | 0.06% | +21+0.7% | Added |
| Man Group plc | 3,001 | $261.3K | 0.00% | −3,315−52.5% | Reduced |
| National Bank of Canada | 2,999 | $261.5K | 0.00% | +2,999 | New |
| Marcum Wealth, LLC | 3,070 | $267.3K | 0.02% | +14+0.5% | Added |
| Wolverine Trading, LLC | 3,110 | $269.7K | 0.01% | −288−8.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,118 | $271.5K | 0.00% | +199+6.8% | Added |
| Quest Partners LLC | 3,165 | $275.6K | 0.04% | −2,456−43.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 3,234 | $281.6K | 0.10% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,359 | $292.5K | 0.04% | −2,732−44.9% | Reduced |
| Silver Oak Securities, Inc | 3,391 | $294.1K | 0.03% | +21+0.6% | Added |
| Dynamic Technology Lab Private Ltd | 3,418 | $298.0K | 0.05% | +3,418 | New |
| Forum Financial Management, LP | 3,447 | $300.2K | 0.00% | +752+27.9% | Added |
| Focus Financial Network, Inc. | 3,458 | $301.1K | 0.01% | +4+0.1% | Added |
| Paragon Capital Management Ltd | 3,511 | $305.7K | 0.06% | −52−1.5% | Reduced |
| Triumph Capital Management | 3,560 | $310.0K | 0.11% | −1,058−22.9% | Reduced |
| Truist Financial Corp | 3,571 | $311.0K | 0.00% | +38+1.1% | Added |
| Gotham Asset Management, LLC | 3,594 | $313.0K | 0.00% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 3,617 | $315.0K | 0.21% | +3,617 | New |
| Savant Capital, LLC | 3,624 | $315.6K | 0.00% | +252+7.5% | Added |
| NewEdge Wealth, LLC | 3,635 | $316.6K | 0.01% | +3,635 | New |
| Tower Research Capital LLC (TRC) | 3,751 | $326.6K | 0.01% | +3,346+826.2% | Added |
| Cornercap Investment Counsel Inc | 3,789 | $329.9K | 0.11% | 00.0% | Unchanged |
| Twinbeech Capital LP | 3,808 | $331.6K | 0.01% | −25,790−87.1% | Reduced |
| Neuberger Berman Group LLC | 3,829 | $333.4K | 0.00% | −1,123−22.7% | Reduced |
| Jones Financial Companies LLLP | 3,895 | $339.2K | 0.00% | −127−3.2% | Reduced |
| DGS Capital Management, LLC | 3,924 | $341.7K | 0.09% | −1,317−25.1% | Reduced |
| LVZ Advisors, Inc. | 3,962 | $345.0K | 0.04% | +842+27.0% | Added |
| RWC Asset Management LLP | 3,986 | $347.1K | 0.02% | −774−16.3% | Reduced |
| GWN Securities Inc. | 3,904 | $348.9K | 0.09% | +3,904 | New |
| Wealth Enhancement Advisory Services, LLC | 4,088 | $356.0K | 0.00% | +41+1.0% | Added |
| Integrated Wealth Concepts LLC | 4,108 | $357.7K | 0.00% | +97+2.4% | Added |
| Innealta Capital, LLC | 4,194 | $365.2K | 0.18% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,218 | $367.3K | 0.01% | +173+4.3% | Added |
| Avantax Advisory Services, Inc. | 4,451 | $387.6K | 0.00% | +290+7.0% | Added |
| TCFG Wealth Management, LLC | 4,543 | $395.6K | 0.20% | −877−16.2% | Reduced |
| Western Wealth Management, LLC | 4,643 | $404.3K | 0.02% | +17+0.4% | Added |
| Ariadne Wealth Management, LP | 4,370 | $406.1K | 0.19% | +842+23.9% | Added |
| Meriwether Wealth & Planning, LLC | 4,738 | $412.6K | 0.29% | +4,738 | New |
| Brinker Capital Investments, LLC | 4,769 | $415.3K | 0.00% | +2,000+72.2% | Added |
| Orion Portfolio Solutions, LLC | 4,769 | $415.3K | 0.00% | +2,000+72.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,792 | $417.3K | 0.11% | +4,792 | New |
| Mariner, LLC | 5,086 | $442.9K | 0.00% | +659+14.9% | Added |
| Cerity Partners LLC | 4,935 | $445.7K | 0.00% | −3,087−38.5% | Reduced |
| Kames Capital plc | 5,176 | $450.4K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 5,229 | $455.4K | 0.01% | +5,229 | New |
| Bryce Point Capital, LLC | 5,242 | $456.5K | 0.13% | +5,242 | New |
| Great Lakes Advisors, LLC | 5,262 | $458.2K | 0.00% | +8+0.2% | Added |
| Everence Capital Management Inc | 5,270 | $459.0K | 0.03% | −3,710−41.3% | Reduced |
| Vise Technologies, Inc. | 5,323 | $463.5K | 0.04% | −425−7.4% | Reduced |
| Toroso Investments, LLC | 5,342 | $465.2K | 0.00% | −13,655−71.9% | Reduced |
| Leonteq Securities AG | 5,378 | $468.3K | 0.05% | −3−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 5,385 | $469.0K | 0.01% | −19−0.4% | Reduced |
| Vinva Investment Management Ltd | 3,395 | $473.6K | 0.02% | +3,395 | New |
| Jain Global LLC | 5,526 | $481.2K | 0.01% | +5,526 | New |
| Entropy Technologies, LP | 5,556 | $483.8K | 0.05% | +1,556+38.9% | Added |
| Samalin Investment Counsel, LLC | 5,613 | $488.8K | 0.21% | +83+1.5% | Added |
| HighTower Advisors, LLC | 5,823 | $507.1K | 0.00% | +2,491+74.8% | Added |
| Shell Asset Management Co | 6,064 | $528.0K | 0.02% | −9−0.1% | Reduced |
| Point72 (DIFC) Ltd | 6,079 | $529.4K | 0.05% | +6,079 | New |
| Bokf, NA | 6,311 | $533.6K | 0.01% | +309+5.1% | Added |
| GWM Advisors LLC | 6,363 | $554.1K | 0.00% | +4,160+188.8% | Added |
| Jefferies Financial Group Inc. | 6,428 | $559.8K | 0.01% | −3,652−36.2% | Reduced |
| Simplex Trading, LLC | 6,528 | $568.0K | 0.02% | +2,419+58.9% | Added |
| Xponance, Inc. | 6,572 | $572.3K | 0.01% | +907+16.0% | Added |
| Public Employees Retirement Association of Colorado | 6,635 | $578.0K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 6,825 | $594.3K | 0.21% | −500−6.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,837 | $595.4K | 0.12% | +1,005+17.2% | Added |
| Level Four Advisory Services, LLC | 6,904 | $601.2K | 0.02% | +28+0.4% | Added |
| Creative Planning | 6,921 | $602.7K | 0.00% | +2,880+71.3% | Added |
| CIBC World Markets Corp | 7,018 | $611.1K | 0.00% | +7,018 | New |
| Atria Investments LLC | 7,219 | $628.7K | 0.01% | +1,773+32.6% | Added |
| Danske Bank A/S | 7,283 | $634.2K | 0.00% | −13,513−65.0% | Reduced |
| Aigen Investment Management, LP | 7,361 | $641.0K | 0.11% | +7,361 | New |
| CIBC Asset Management Inc | 7,431 | $647.1K | 0.00% | +234+3.3% | Added |
| Aristides Capital LLC | 7,483 | $651.6K | 0.20% | +810+12.1% | Added |
| Ameritas Investment Partners, Inc. | 7,671 | $668.0K | 0.02% | +79+1.0% | Added |
| CV Advisors LLC | 7,800 | $679.2K | 0.24% | +7,800 | New |
| New York Life Investment Management LLC | 7,908 | $688.6K | 0.01% | +7,908 | New |
| Counterpoint Mutual Funds LLC | 7,918 | $689.5K | 0.09% | +2,917+58.3% | Added |
| Petra Financial Advisors Inc | 8,071 | $702.8K | 0.48% | +35+0.4% | Added |