Jackson Financial Inc. (jxn V8 Perp)Preferred / convertible
13F holders, Q2 2025 (June 30)4holders +1
1new positions
0sold out
$25.12avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Jackson Financial Inc. (jxn V8 Perp) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Shikiar Asset Management Inc. ($1.4M), Lanark Financial, Inc. ($75K) and Pinnacle Holdings, LLC ($56K).
- Company
- Jackson Financial Inc. (jxn V8 Perp)
- CUSIP
- 46817M206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $75K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 3,000 shares bought and 5,100 shares sold, net −2,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Shikiar Asset Management Inc. | — | Reduce -8.7% | 53,300 | $1.4M |
| Lanark Financial, Inc. | — | New | 3,000 | $75K |
| Pinnacle Holdings, LLC | — | No change | 2,200 | $56K |
| West Oak Capital, LLC | — | No change | 450 | $400 |
"% 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.