Jackson Financial Inc. (jxn V8 Perp)Preferred / convertible
13F holders, Q3 2024 (September 30)3holders +1
1new positions
0sold out
$26.52avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Jackson Financial Inc. (jxn V8 Perp) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Shikiar Asset Management Inc. ($1.5M), Pinnacle Holdings, LLC ($80K) and West Oak Capital, LLC ($411).
- Company
- Jackson Financial Inc. (jxn V8 Perp)
- CUSIP
- 46817M206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $411 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 4,950 shares bought, net +4,950 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Shikiar Asset Management Inc. | — | Add +8.5% | 57,650 | $1.5M |
| Pinnacle Holdings, LLC | — | No change | 3,000 | $80K |
| West Oak Capital, LLC | — | New | 450 | $411 |
"% of holder's portfolio" is JACKSON FINANCIAL INC (JXN V8 PERP)'s weight in each manager's 13F, not the share of Jackson Financial Inc. (jxn V8 Perp) the manager owns.