Jackson Financial Inc. Class AJXN

13F holders, Q1 2024 (March 31)
367holders
7famous investors
$66.10avg. 13F price*

At the end of Q1 2024, 367 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings. The largest holders were Vanguard Group Inc. ($695.5M), BlackRock Inc. ($500.7M) and Dimensional Fund Advisors LP ($284.9M). 7 famous investors held it, including Bill Miller (7.0% of Miller Value Partners's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Jackson Financial Inc. Class A
CUSIP
46817M107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 367Q1 2024Q2 2024: 384Q2 2024Q3 2024: 410Q3 2024Q4 2024: 439Q4 2024Q1 2025: 455Q1 2025Q2 2025: 460Q2 2025Q3 2025: 479Q3 2025Q4 2025: 515Q4 2025Q1 2026: 517Q1 2026Q2 2026: 506Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions56$91.7M
Exits34$198.3M

Ownership 367 holders

Vanguard Group Inc. 0.01% Reduce -1.3% 10,515,435 $695.5M
BlackRock Inc. 0.01% Reduce -0.8% 7,569,965 $500.7M
Dimensional Fund Advisors LP 0.08% Add +3.2% 4,307,737 $284.9M
First Trust Advisors LP 0.28% Add +549.9% 4,100,761 $271.2M
State Street Corp. 0.01% Reduce -7.0% 3,381,821 $223.7M
HSBC Holdings PLC 0.12% Reduce -1.6% 2,580,583 $170.7M
T. Rowe Price Associates Inc. 0.02% Reduce -20.3% 2,466,990 $163.2M
Donald Smith & Co., Inc. 3.65% Add +20.1% 2,376,476 $157.2M
Geode Capital Management, LLC 0.01% Add +2.9% 1,699,189 $112.4M
Goldman Sachs Group Inc. 0.02% Reduce -4.7% 1,657,823 $109.6M
Morgan Stanley 0.01% Reduce -15.9% 1,633,375 $108.0M
American Century Companies Inc. 0.06% Add +28.2% 1,524,279 $100.8M
Arrowstreet Capital, Limited Partnership 0.09% Add +95.4% 1,462,055 $96.7M
Norges Bank 0.01% Add +26.9% 1,269,091 $83.9M
Jacobs Levy Equity Management, Inc. 0.33% Add +6.4% 1,106,063 $73.2M
Bank of New York Mellon Corp 0.01% Reduce -5.7% 962,382 $63.7M
Federated Hermes, Inc. 0.13% Add +68.5% 878,309 $58.1M
Northern Trust Corp. 0.01% Reduce -2.0% 805,167 $53.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -31.0% 764,406 $50.6M
JPMorgan Chase & Co. 0.00% Add +1.6% 696,729 $46.1M
Mangrove Partners Im, LLC 3.93% No change 691,869 $45.8M
Nuveen Asset Management, LLC 0.01% Add +28.2% 668,782 $44.2M
Allspring Global Investments Holdings, LLC 0.07% Reduce -30.4% 631,294 $41.8M
Invesco Ltd. 0.01% Add +6.4% 610,043 $40.3M
Jupiter Asset Management Ltd. 0.38% Reduce -7.2% 594,234 $39.3M
Acadian Asset Management LLC 0.11% Add +10.1% 495,070 $32.7M
Ameriprise Financial Inc. 0.01% Reduce -0.7% 494,036 $32.7M
Ruffer LLP 1.23% Reduce -59.1% 481,709 $31.9M
Principal Financial Group Inc. 0.02% Reduce -4.6% 427,870 $28.3M
Voloridge Investment Management, LLC 0.08% Add +103.5% 331,610 $21.9M
Healthcare of Ontario Pension Plan Trust Fund 0.08% New 331,000 $21.9M
Russell Investments Group, Ltd. 0.03% Add +14.9% 308,288 $20.4M
Vest Financial, LLC 0.52% Add +6248.0% 298,928 $19.8M
Allianz Asset Management GmbH 0.03% Reduce -23.7% 295,978 $19.6M
Canada Pension Plan Investment Board 0.02% No change 286,000 $18.9M
Lazard Asset Management LLC 0.02% Add +10.1% 261,981 $17.3M
Qube Research & Technologies Ltd 0.03% New 257,629 $17.0M
Man Group plc 0.05% Reduce -38.0% 251,165 $16.6M
Rhumbline Advisers 0.02% Reduce -2.7% 247,006 $16.3M
Candriam S.C.A. 0.10% Add +2.0% 245,883 $16.3M
Victory Capital Management Inc. 0.02% Reduce -3.2% 240,739 $15.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Add +0.2% 225,503 $14.9M
Brandywine Global Investment Management, LLC 0.11% Reduce -0.7% 223,720 $14.8M
Wells Fargo & Company 0.00% Reduce -0.0% 222,812 $14.7M
Legal & General Group Plc 0.00% Reduce -0.3% 202,317 $13.4M
LPL Financial LLC 0.01% Add +7.8% 176,221 $11.7M
AQR Capital Management 0.02% Add +15.8% 168,362 $11.1M
Alliancebernstein L.P. 0.00% Add +40.0% 162,784 $10.8M
Bank of America Corp. 0.00% Reduce -19.9% 158,795 $10.5M
Schroder Investment Management Group 0.01% New 158,580 $10.5M
Commonwealth Equity Services, LLC 0.02% Reduce -3.1% 157,049 $10.4M
Miller Value Partners 6.96% Reduce -23.6% 152,610 $10.1M
Public Sector Pension Investment Board 0.07% Reduce -1.2% 145,032 $9.6M
California Public Employees Retirement System 0.01% Reduce -3.1% 143,584 $9.5M
Ancora Advisors LLC 0.22% Reduce -12.8% 142,220 $9.4M
Swiss National Bank 0.01% Reduce -2.8% 141,200 $9.3M
Gator Capital Management, LLC 4.75% Reduce -7.5% 140,100 $9.3M
Prudential Financial Inc. 0.01% Reduce -9.7% 138,760 $9.2M
Osaic Holdings, Inc. 0.02% Reduce -5.2% 136,428 $9.0M
Bridgeway Capital Management, LLC 0.17% Reduce -18.8% 129,492 $8.6M
Squarepoint Ops LLC 0.03% Reduce -14.0% 126,730 $8.4M
UBS Group AG 0.00% Add +45.4% 125,400 $8.3M
Massachusetts Financial Services Co. 0.00% Add +23.0% 119,804 $7.9M
Sei Investments Co. 0.01% Reduce -4.5% 119,102 $7.9M
Credit Suisse AG/ 0.01% Add +1.4% 118,461 $7.8M
DekaBank Deutsche Girozentrale 0.01% Add +11.6% 108,944 $7.1M
Point72 Asset Management 0.02% New 103,600 $6.9M
Franklin Resources Inc. 0.00% Add +190.0% 102,264 $6.8M
Royal Bank of Canada 0.00% Reduce -19.8% 99,736 $6.6M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +11.9% 98,904 $6.5M
GMO 0.02% Add +30.4% 97,074 $6.4M
Susquehanna Portfolio Strategies, LLC 0.14% No change 92,337 $6.1M
Caxton Associates LP 0.41% Add +1.7% 91,414 $6.0M
Denali Advisors LLC 1.78% Reduce -5.0% 91,200 $6.0M
Wesleyan Assurance Society 0.53% No change 90,932 $6.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.0% 84,559 $5.6M
Beacon Pointe Advisors, LLC 0.06% Reduce -2.9% 84,059 $5.6M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -2.6% 80,461 $5.3M
Assetmark, Inc. 0.02% Add +80.1% 79,852 $5.3M
Barclays PLC 0.00% Reduce -45.0% 79,544 $5.3M
Robeco Institutional Asset Management B.V. 0.01% Reduce -4.4% 73,677 $4.9M
California State Teachers Retirement System 0.01% Reduce -7.7% 73,252 $4.8M
Mackenzie Financial Corp. 0.01% Add +230.5% 70,344 $4.7M
New York State Common Retirement Fund 0.01% Reduce -16.1% 67,057 $4.4M
Graham Capital Management, L.P. 0.23% Add +505.8% 66,868 $4.4M
Easterly Investment Partners LLC 0.32% Reduce -4.5% 64,199 $4.2M
Woodline Partners LP 0.04% New 63,849 $4.2M
Texas Permanent School Fund Corp. 0.03% Add +1.3% 61,924 $4.1M
Thrivent Financial for Lutherans 0.01% Reduce -2.6% 61,381 $4.1M
O'shaughnessy Asset Management, LLC 0.04% Add +32.1% 61,139 $4.0M
Citigroup Inc. 0.00% Add +15.1% 58,101 $3.8M
Cetera Investment Advisers 0.01% New 57,628 $3.8M
New York State Teachers Retirement System 0.01% No change 56,355 $3.7M
Algert Global LLC 0.15% Add +67.0% 56,180 $3.7M
Poehling Capital Management, INC. 0.98% Reduce -0.3% 55,240 $3.7M
State of New Jersey Common Pension Fund D 0.01% No change 52,986 $3.5M
Norris Financial Group, LLC 1.82% Reduce -8.7% 50,264 $3.3M
State of Tennessee, Department of Treasury 0.01% Reduce -14.6% 49,595 $3.3M
Kendall Capital Management 1.13% Reduce -3.4% 49,550 $3.3M
Public Employees Retirement System of Ohio 0.01% Add +5.3% 48,241 $3.2M
Aristides Capital LLC 1.36% No change 48,000 $3.2M
Raymond James & Associates 0.00% Reduce -6.5% 46,582 $3.1M
Manufacturers Life Insurance Company, The 0.00% Add +15.3% 46,036 $3.0M
Seven Eight Capital, LP 0.32% New 45,762 $3.0M
Edgestream Partners, L.P. 0.15% Add +1.4% 44,867 $3.0M
Capital World Investors 0.00% No change 44,327 $2.9M
Naples Global Advisors, LLC 0.30% Reduce -2.0% 43,611 $2.9M
State of Alaska, Department of Revenue 0.03% Reduce -1.0% 43,103 $2.9M
Janney Montgomery Scott LLC 0.01% Add +23.7% 42,848 $2.8M
American International Group, Inc. 0.01% Reduce -4.2% 42,653 $2.8M
MetLife Investment Management, LLC 0.02% Reduce -5.2% 40,867 $2.7M
Carson Advisory Inc. 1.86% Reduce -7.0% 39,877 $2.6M
Deutsche Bank AG 0.00% Reduce -78.7% 39,598 $2.6M
Susquehanna International Group, LLP 0.00% Reduce -74.0% 39,469 $2.6M
Atria Wealth Solutions, Inc. 0.03% Add +4.7% 38,265 $2.5M
Quantbot Technologies LP 0.14% New 38,249 $2.5M
Illinois Municipal Retirement Fund 0.04% Reduce -11.6% 38,095 $2.5M
Alexander Labrunerie & Co., Inc. 1.41% — 37,635 $2.5M
Assenagon Asset Management S.A. 0.01% Reduce -3.8% 37,315 $2.5M
Stifel Financial Corp. 0.00% Reduce -2.6% 37,179 $2.5M
Janus Henderson Group PLC 0.00% Reduce -0.0% 35,986 $2.4M
Teza Capital Management LLC 0.32% Add +98.3% 35,838 $2.4M
Rathbones Group PLC 0.01% Add +4.4% 35,509 $2.3M
Louisiana State Employees Retirement System 0.04% Reduce -1.1% 35,000 $2.3M
EDENTREE ASSET MANAGEMENT Ltd 0.73% No change 35,000 $2.3M
Entropy Technologies, LP 0.24% Add +453.0% 34,457 $2.3M
EJF Capital LP 1.59% Reduce -9.5% 34,431 $2.3M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -6.0% 34,155 $2.3M
Linden Thomas Advisory Services, LLC 0.36% Add +1.6% 33,855 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -4.2% 33,677 $2.2M
Storebrand Asset Management As 0.01% Reduce -0.3% 33,134 $2.2M
Comerica Bank 0.01% Reduce -7.0% 32,721 $2.2M
Exchange Traded Concepts, LLC 0.05% New 31,496 $2.1M
Citadel Advisors 0.00% New 28,332 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +26.4% 28,148 $1.9M
Cresset Asset Management, LLC 0.01% New 28,145 $1.9M
FORA Capital, LLC 0.15% Add +399.7% 27,894 $1.8M
Susquehanna Fundamental Investments, LLC 0.09% New 27,728 $1.8M
Voya Investment Management LLC 0.00% Reduce -16.0% 27,651 $1.8M
State of Wisconsin Investment Board 0.00% Add +27.2% 27,089 $1.8M
Envestnet Asset Management Inc. 0.00% Add +0.4% 26,925 $1.8M
Teachers Retirement System of the State of Kentucky 0.02% No change 25,500 $1.7M
Pathstone Holdings, LLC 0.01% Add +1.9% 25,099 $1.7M
Amundi 0.00% Add +58.5% 25,363 $1.6M
Maryland State Retirement & Pension System 0.03% Reduce -0.8% 25,496 $1.6M
Capital Investment Advisory Services, LLC 0.17% Reduce -12.5% 24,244 $1.6M
B. Riley Wealth Advisors, Inc. 0.04% Add +16.5% 41,031 $1.6M
Oxbow Advisors, LLC 0.22% Reduce -3.9% 23,478 $1.6M
RFG Advisory, LLC 0.05% Reduce -24.7% 23,231 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 23,076 $1.5M
Amalgamated Bank 0.01% Reduce -16.9% 22,813 $1.5M
Arden Trust Co 0.20% Add +1.9% 21,732 $1.4M
Pinnacle Holdings, LLC 0.59% No change 21,585 $1.4M
ClearAlpha Technologies LP 0.61% Reduce -34.9% 21,552 $1.4M
Teacher Retirement System of Texas 0.01% Add +37.3% 21,525 $1.4M
MML Investors Services, LLC 0.01% Reduce -9.4% 19,825 $1.3M
Arizona State Retirement System 0.01% Reduce -4.6% 19,664 $1.3M
Millennium Management 0.00% Reduce -11.9% 19,223 $1.3M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -8.7% 35,595 $1.3M
Martingale Asset Management L P 0.03% Add +107.0% 19,053 $1.3M
Oregon Public Employees Retirement Fund 0.03% Reduce -8.1% 18,977 $1.3M
Asset Allocation Strategies LLC 0.44% Add +8.7% 18,807 $1.2M
Colonial River Investments, LLC 0.66% Reduce -11.2% 17,570 $1.2M
WINTON GROUP Ltd 0.08% Add +70.0% 17,395 $1.2M
Two Sigma Advisers, LP 0.00% Reduce -95.4% 17,300 $1.1M
LSV Asset Management 0.00% Add +803.4% 17,164 $1.1M
Marshall Wace, LLP 0.00% New 17,157 $1.1M
Truist Financial Corp. 0.00% Add +0.7% 16,654 $1.1M
ProShare Advisors LLC 0.00% Add +4.0% 15,902 $1.1M
Kestra Advisory Services, LLC 0.01% Add +63.9% 15,706 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 15,280 $1.0M
South Dakota Investment Council 0.02% New 15,000 $992K
Private Advisor Group, LLC 0.01% Add +0.5% 14,784 $978K
Prelude Capital Management, LLC 0.06% Add +42.3% 14,308 $946K
Summit Global Investments 0.07% Add +22.1% 14,284 $945K
Natixis Advisors, LLC 0.00% New 14,202 $939K
Ilmarinen Mutual Pension Insurance Co 0.01% Reduce -11.7% 13,638 $902K
Handelsbanken Fonder AB 0.00% No change 13,600 $900K
Lingohr Asset Management GmbH 2.18% Add +22.4% 13,189 $872K
UniSuper Management Pty Ltd 0.01% New 13,099 $866K
Strategic Advisors LLC 0.17% Reduce -32.3% 13,000 $860K
Wellington Shields & Co., LLC 0.28% No change 12,411 $821K
Vise Technologies, Inc. 0.16% Reduce -16.9% 12,309 $814K
Prospera Financial Services Inc 0.02% Add +0.0% 12,286 $813K
Mutual of America Capital Management LLC 0.01% Reduce -1.6% 12,190 $806K
Concurrent Investment Advisors, LLC 0.03% Add +114.3% 12,168 $805K
Corient Private Wealth LP 0.00% New 12,048 $797K
Two Sigma Investments, LP 0.00% Reduce -87.9% 11,965 $791K
Cambria Investment Management, L.P. 0.05% Add +42.4% 11,757 $778K
Tactive Advisors, LLC 0.41% New 11,650 $771K
Stratos Wealth Partners, LTD. 0.01% Reduce -31.9% 11,472 $759K
Jane Street Group, LLC 0.00% Reduce -91.3% 11,215 $742K
Verdad Advisers, LP 0.80% New 11,140 $737K
Capital Fund Management S.A. 0.01% Reduce -71.6% 10,912 $722K
Independent Advisor Alliance 0.03% Add +20.3% 10,827 $716K
US Bancorp \de 0.00% Add +33231.3% 10,666 $705K
CSS LLC 0.17% Reduce -6.2% 10,228 $676K
State of Wyoming 0.11% Reduce -29.6% 10,041 $664K
Regal Investment Advisors LLC 0.05% Add +50.7% 10,021 $663K
Baird Financial Group, Inc. 0.00% No change 9,903 $655K
Bank of Montreal 0.00% Add +10.7% 9,820 $652K
International Assets Investment Management, LLC 0.07% Add +0.4% 9,755 $645K
Mercer Global Advisors Inc. 0.00% Add +8.4% 9,743 $644K
State Board of Administration of Florida Retirement System 0.00% Reduce -28.6% 16,900 $632K
Wealthcare Advisory Partners LLC 0.02% Reduce -4.6% 9,367 $620K
Fernwood Investment Management, LLC 0.18% Reduce -4.1% 9,275 $613K
Patriot Financial Group Insurance Agency, LLC 0.10% Reduce -4.5% 9,263 $613K
Pictet Asset Management Holding SA 0.00% Add +4.6% 9,221 $610K
NewEdge Advisors, LLC 0.01% Reduce -3.6% 9,219 $610K
Praxis Investment Management Inc. 0.04% No change 8,980 $594K
QRG Capital Management, Inc. 0.01% Add +0.5% 8,825 $584K
Aquatic Capital Management LLC 0.02% New 8,800 $582K
Corton Capital Inc. 0.21% Reduce -58.2% 8,773 $580K
Jump Financial, LLC 0.02% New 8,483 $561K
Ameritas Investment Partners, Inc. 0.02% Reduce -7.1% 7,968 $527K
Wbi Investments, LLC 0.11% Reduce -6.0% 7,796 $516K
CIBC Asset Management Inc 0.00% Reduce -2.1% 7,609 $503K
STRS Ohio 0.00% Reduce -4.7% 8,185 $485K
Vanguard Personalized Indexing Management, LLC 0.01% Add +15.9% 7,155 $473K
Mutual Advisors, LLC 0.02% New 7,103 $470K
Oppenheimer & Co. Inc. 0.01% Reduce -12.3% 7,005 $463K
Shell Asset Management Co. 0.02% Reduce -9.0% 6,136 $456K
Verition Fund Management LLC 0.00% Reduce -1.6% 6,676 $442K
Toronto Dominion Bank 0.00% No change 6,647 $440K
Profund Advisors LLC 0.02% Reduce -29.7% 6,531 $432K
Alberta Investment Management Corp 0.00% No change 6,500 $430K
Benjamin F. Edwards & Company, Inc. 0.01% Reduce -6.1% 6,375 $422K
Vestcor Inc 0.01% Reduce -40.0% 6,281 $415K
Qsemble Capital Management, LP 0.09% New 6,255 $414K
Versor Investments LP 0.08% New 6,200 $410K
Xponance LLC 0.00% Reduce -2.6% 6,069 $401K
Dark Forest Capital Management LP 0.07% New 6,005 $397K
AlphaMark Advisors, LLC 0.14% Reduce -10.5% 5,947 $393K
Centiva Capital, LP 0.02% Reduce -57.0% 5,860 $388K
RWC Asset Management LLP 0.03% New 5,735 $379K
Triumph Capital Management 0.15% Reduce -35.1% 5,623 $372K
New York Life Investment Management LLC 0.00% New 5,521 $365K
Crossmark Global Holdings, Inc. 0.01% Add +3.0% 5,359 $355K
Bridgefront Capital, LLC 0.26% New 5,184 $343K
Kestra Private Wealth Services, LLC 0.01% New 5,180 $343K
AEGON ASSET MANAGEMENT UK Plc 0.01% No change 5,176 $342K
Belpointe Asset Management LLC 0.03% Reduce -33.5% 5,123 $339K
Integrated Wealth Concepts LLC 0.00% Reduce -12.0% 5,106 $338K
Paragon Capital Management Ltd 0.06% Add +0.9% 5,103 $338K
FMR LLC 0.00% Add +11.6% 5,069 $335K
Concorde Asset Management, LLC 0.23% Reduce -9.1% 5,000 $331K
Harmony Asset Management LLC 0.13% New 4,710 $312K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -14.6% 4,671 $309K
XTX Topco Ltd 0.04% New 4,647 $307K
Daiwa Securities Group Inc. 0.00% Add +557.1% 4,600 $304K
Western Wealth Management, LLC 0.02% Reduce -8.0% 4,591 $304K
Samalin Investment Counsel, LLC 0.14% New 4,483 $296K
Cerity Partners LLC 0.00% New 4,470 $296K
Paloma Partners Management Co 0.06% New 4,447 $294K
AlphaQuest LLC 0.05% New 4,391 $290K
Avantax Advisory Services, Inc. 0.00% Reduce -2.1% 4,390 $290K
Ritholtz Wealth Management 0.01% New 4,284 $283K
Metropolitan Life Insurance Co 0.01% Reduce -10.2% 4,206 $278K
Oppenheimer Asset Management Inc. 0.00% Reduce -18.1% 4,199 $278K
HighTower Advisors, LLC 0.00% Reduce -27.4% 4,145 $272K
Leonteq Securities AG 0.04% No change 4,112 $272K
Schonfeld Strategic Advisors LLC 0.00% Reduce -23.0% 4,053 $268K
Counterpoint Mutual Funds LLC 0.06% Reduce -6.7% 3,841 $254K
Lincoln National Corp. 0.00% New 3,804 $252K
Mariner, LLC 0.00% New 3,786 $250K
StoneX Group Inc. 0.02% Reduce -31.6% 3,773 $250K
SG Americas Securities, LLC 0.00% Add +74.8% 3,712 $246K
Oracle Alpha Inc. 0.44% Reduce -59.7% 3,698 $245K
Creative Planning 0.00% Reduce -33.1% 3,693 $244K
Level Four Advisory Services, LLC 0.01% No change 4,726 $242K
Gotham Asset Management 0.00% New 3,594 $238K
Centaurus Financial, Inc. 0.02% Add +49.6% 3,458 $229K
Focus Financial Network, Inc. 0.01% — 3,447 $222K
Capital Asset Advisory Services LLC 0.01% Reduce -22.5% 3,321 $221K
Axxcess Wealth Management, LLC 0.01% Reduce -22.5% 3,321 $220K
Nisa Investment Advisors, LLC 0.00% Add +66.4% 3,308 $219K
Private Trust Co. NA 0.02% Add +3.3% 3,260 $216K
Silver Oak Securities, Incorporated 0.03% New 3,240 $214K
Comprehensive Financial Consultants Institutional, Inc. 0.09% New 3,234 $214K
Tower Research Capital LLC (TRC) 0.01% Reduce -71.8% 3,228 $214K
Guggenheim Capital LLC 0.00% Reduce -81.8% 3,144 $208K
First Trust Direct Indexing L.P. 0.02% New 3,095 $205K
One Wealth Advisors, LLC 0.03% Reduce -38.1% 3,026 $200K
Covestor Ltd 0.11% Reduce -25.7% 2,609 $173K
PNC Financial Services Group, Inc. 0.00% Add +7.7% 2,322 $154K
Nomura Asset Management Co. Ltd. 0.00% Add +29.9% 2,130 $141K
IFP Advisors, Inc 0.00% No change 1,700 $112K
KBC Group NV 0.00% Add +55.4% 1,689 $112K
Platinum Investment Management Ltd. 0.00% Reduce -12.1% 1,659 $110K
Hexagon Capital Partners LLC 0.02% Add +18.1% 1,532 $101K
CI Investments Inc. 0.00% Add +22.2% 1,417 $94K
TrinityBridge Ltd 0.00% Reduce -21.1% 1,290 $85K
Geneos Wealth Management Inc. 0.00% Reduce -47.6% 1,161 $77K
Global Retirement Partners, LLC 0.00% Add +1.0% 1,155 $76K
Headlands Technologies LLC 0.02% Add +41.2% 1,055 $70K
Valued Wealth Advisors LLC 0.05% New 1,000 $66K
First Manhattan Co. Llc. 0.00% No change 1,000 $66K
Spire Wealth Management 0.00% No change 850 $56K
Brown Shipley& Co Ltd 0.02% Reduce -4.5% 849 $56K
Creative Financial Designs Inc. 0.01% Reduce -14.5% 829 $55K
Lanark Financial, Inc. 0.00% Add +0.3% 757 $51K
Steward Partners Investment Advisory, LLC 0.00% Add +3039.1% 722 $48K
Harbour Investments, Inc. 0.00% Add +159.8% 621 $41K
Cwm, LLC 0.00% Add +44.9% 568 $38K
Retirement Group, LLC 0.01% No change 525 $35K
Global Assets Advisory, LLC 0.02% New 500 $33K
GAMMA Investing LLC 0.01% Add +47.0% 482 $32K
Principal Securities, Inc. 0.00% Add +2.2% 470 $31K
First Command Advisory Services, Inc. 0.00% New 470 $31K
Sound Income Strategies, LLC 0.00% No change 427 $28K
EverSource Wealth Advisors, LLC 0.00% Add +400.0% 395 $27K
Bell Investment Advisors, Inc 0.00% Add +12.8% 371 $25K
Compagnie Lombard Odier SCmA 0.00% No change 366 $24K
Continuum Advisory, LLC 0.00% New 306 $24K
Macquarie Group Ltd. 0.00% No change 340 $23K
Hantz Financial Services, Inc. 0.00% Add +0.9% 329 $22K
Plato Investment Management Ltd 0.00% New 302 $20K
WR Wealth Planners, LLC 0.00% New 234 $15K
Signaturefd, LLC 0.00% No change 229 $15K
Catalyst Funds Management Pty Ltd 0.00% — 180 $12K
CIBC Private Wealth Group LLC 0.00% New 148 $10K
Frazier Financial Advisors, LLC 0.01% Add +152.6% 144 $10K
Wellington Shields Capital Management, LLC 0.00% No change 138 $9K
Credit Agricole S A 0.00% No change 140 $9K
National Bank of Canada 0.00% Add +625.0% 116 $9K
Versant Capital Management, Inc 0.00% No change 131 $9K
WealthCollab, LLC 0.01% No change 127 $8K
Private Wealth Management Group, LLC 0.00% Reduce -7.6% 122 $8K
Lindbrook Capital, LLC 0.00% No change 118 $8K
Fifth Third Bancorp 0.00% Add +14.6% 118 $8K
CoreCap Advisors, LLC 0.00% New 115 $8K
Fortitude Family Office, LLC 0.00% No change 104 $7K
Glen Eagle Advisors, LLC 0.00% Reduce -67.6% 103 $7K
nVerses Capital, LLC 0.02% New 100 $7K
C M Bidwell & Associates Ltd. 0.00% Add +8.1% 93 $6K
First Horizon Advisors, Inc. 0.00% Add +29.2% 84 $6K
Farther Finance Advisors, LLC 0.00% Add +6.8% 78 $5K
ClariVest Asset Management LLC 0.00% No change 68 $4K
LGT Financial Advisors LLC 0.00% No change 62 $4K
Smartleaf Asset Management LLC 0.00% New 61 $4K
Bessemer Group Inc. 0.00% No change 64 $4K
Quadrant Capital Group LLC 0.00% Add +4.0% 52 $3K
JFS Wealth Advisors, LLC 0.00% No change 51 $3K
Naples Money Management LLC 0.00% No change 51 $3K
Red Tortoise LLC 0.00% No change 47 $3K
Farmers & Merchants Investments Inc. 0.00% No change 46 $3K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.00% No change 39 $3K
Mather Group, Llc. 0.00% New 48 $2K
Parallel Advisors, LLC 0.00% No change 37 $2K
UMB Bank, n.a. 0.00% New 30 $2K
Whittier Trust Co. of Nevada Inc. 0.00% No change 30 $2K
SJS Investment Consulting Inc. 0.00% No change 23 $2K
RFP Financial Group LLC 0.00% No change 22 $1K
Avior Wealth Management, LLC 0.00% New 20 $1K
Allworth Financial LP 0.00% No change 16 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $794
Rothschild Investment LLC 0.00% New 10 $661
Parkside Financial Bank & Trust 0.00% No change 8 $530
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -79.0% 8 $529
Abound Wealth Management 0.00% No change 7 $463
Blue Trust, Inc. 0.00% Reduce -93.6% 7 $463
Sugarloaf Wealth Management, LLC 0.00% No change 3 $198
McIlrath & Eck, LLC 0.00% No change 3 $198
Fairman Group, LLC 0.00% No change 2 $132
Zions Bancorporation, N.A. 0.00% No change 1 $66
Wetzel Investment Advisors, Inc. 0.00% No change 1 $64
Summit Securities Group LLC 0.00% Reduce -100.0% 2 $0

"% of holder's portfolio" is JXN's weight in each manager's 13F, not the share of Jackson Financial Inc. Class A the manager owns.