Jackson Financial Inc. (jxn V8 Perp)Preferred / convertible

13F holders, Q4 2025 (December 31)
3holders −1
0new positions
0sold out
$26.07avg. 13F price*

At the end of Q4 2025, 3 institutions reported holding Jackson Financial Inc. (jxn V8 Perp) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Shikiar Asset Management Inc. ($2.6M), Lanark Financial, Inc. ($78K) and Pinnacle Holdings, LLC ($57K).

Company
Jackson Financial Inc. (jxn V8 Perp)
CUSIP
46817M206
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 4Q2 2025Q3 2025: 4Q3 2025Q4 2025: 3Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 2,850 shares bought, net +2,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Shikiar Asset Management Inc. — Add +2.9% 101,350 $2.6M
Lanark Financial, Inc. — No change 3,000 $78K
Pinnacle Holdings, LLC — No change 2,200 $57K

"% 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.