Jackson Financial Inc. Class AJXN
13F holders, Q2 2024 (June 30)384holders +17
50new positions
29sold out
5famous investors
$74.28avg. 13F price*
At the end of Q2 2024, 384 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, up 17 from Q1 2024. 50 opened new positions and 29 sold out. The largest holders were Vanguard Group Inc. ($742.5M), BlackRock Inc. ($550.0M) and Dimensional Fund Advisors LP ($332.0M). 5 famous investors held it, including Bill Miller (7.2% of Miller Value Partners's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Jackson Financial Inc. Class A
- CUSIP
- 46817M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $71.7M |
| Exits | 29 | $56.3M |
All 13F filers, Q1 2024 → Q2 2024: 5,170,627 shares bought and 6,248,070 shares sold, net −1,077,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 384 holders
| Vanguard Group Inc. | 0.01% | Reduce -4.9% | 9,998,598 | $742.5M |
| BlackRock Inc. | 0.01% | Reduce -2.2% | 7,406,121 | $550.0M |
| Dimensional Fund Advisors LP | 0.09% | Add +3.8% | 4,471,335 | $332.0M |
| First Trust Advisors LP | 0.29% | Reduce -7.0% | 3,812,989 | $283.2M |
| State Street Corp. | 0.01% | Reduce -7.9% | 3,113,655 | $231.2M |
| HSBC Holdings PLC | 0.11% | Reduce -14.4% | 2,208,821 | $166.0M |
| Donald Smith & Co., Inc. | 4.12% | Reduce -8.5% | 2,174,622 | $161.5M |
| Geode Capital Management, LLC | 0.01% | Add +14.3% | 1,941,625 | $144.2M |
| American Century Companies Inc. | 0.07% | Add +6.5% | 1,623,071 | $120.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -4.5% | 1,583,492 | $117.6M |
| Arrowstreet Capital, Limited Partnership | 0.10% | Add +0.9% | 1,475,500 | $109.6M |
| Morgan Stanley | 0.01% | Reduce -10.3% | 1,465,453 | $108.8M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -48.4% | 1,272,613 | $94.5M |
| Acadian Asset Management LLC | 0.28% | Add +146.3% | 1,219,218 | $90.5M |
| Jacobs Levy Equity Management, Inc. | 0.36% | Add +4.7% | 1,157,471 | $86.0M |
| Norges Bank | 0.01% | Reduce -11.3% | 1,126,118 | $83.6M |
| Federated Hermes, Inc. | 0.17% | Add +11.4% | 978,301 | $72.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.6% | 937,158 | $69.6M |
| Northern Trust Corp. | 0.01% | Reduce -3.8% | 774,490 | $57.5M |
| Allianz Asset Management GmbH | 0.09% | Add +158.4% | 764,838 | $56.8M |
| Nuveen Asset Management, LLC | 0.02% | Add +14.0% | 762,212 | $56.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.8% | 750,383 | $55.7M |
| Mangrove Partners Im, LLC | 4.70% | No change | 691,869 | $51.4M |
| Jupiter Asset Management Ltd. | 0.40% | Reduce -3.8% | 571,592 | $42.4M |
| Invesco Ltd. | 0.01% | Reduce -9.9% | 549,527 | $40.8M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -18.9% | 511,688 | $38.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.7% | 496,893 | $36.9M |
| LSV Asset Management | 0.07% | Add +2459.7% | 439,339 | $32.6M |
| Principal Financial Group Inc. | 0.02% | Reduce -5.1% | 405,952 | $30.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -20.8% | 391,451 | $29.1M |
| Russell Investments Group, Ltd. | 0.05% | Add +26.9% | 391,154 | $28.9M |
| Lazard Asset Management LLC | 0.04% | Add +36.1% | 356,576 | $26.5M |
| Vest Financial, LLC | 0.57% | Add +6.3% | 317,641 | $23.6M |
| Raymond James & Associates | 0.01% | Add +496.9% | 278,071 | $20.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +10.9% | 250,183 | $18.6M |
| Rhumbline Advisers | 0.02% | Reduce -2.0% | 242,093 | $18.0M |
| UBS Group AG | 0.01% | Add +88.4% | 236,233 | $17.5M |
| Wells Fargo & Company | 0.00% | Add +5.2% | 234,486 | $17.4M |
| Brandywine Global Investment Management, LLC | 0.13% | Add +4.3% | 233,236 | $17.3M |
| Candriam S.C.A. | 0.11% | Reduce -5.4% | 232,546 | $17.3M |
| Legal & General Group Plc | 0.00% | Add +13.8% | 230,284 | $17.1M |
| Bank of America Corp. | 0.00% | Add +44.9% | 230,057 | $17.1M |
| Man Group plc | 0.04% | Reduce -11.6% | 222,044 | $16.5M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -34.9% | 215,965 | $16.0M |
| Victory Capital Management Inc. | 0.02% | Reduce -12.3% | 211,138 | $15.7M |
| Ibex Wealth Advisors | 2.18% | New | 187,852 | $13.9M |
| Woodline Partners LP | 0.13% | Add +184.6% | 181,740 | $13.5M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -38.1% | 177,000 | $13.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +102.7% | 171,360 | $12.7M |
| LPL Financial LLC | 0.01% | Reduce -5.8% | 166,068 | $12.3M |
| Alliancebernstein L.P. | 0.00% | Add +1.8% | 165,667 | $12.3M |
| California Public Employees Retirement System | 0.01% | Add +11.0% | 159,397 | $11.8M |
| CHURCHILL MANAGEMENT Corp | 0.14% | New | 159,357 | $11.8M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -38.6% | 158,122 | $11.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.8% | 155,708 | $11.6M |
| Jane Street Group, LLC | 0.01% | Add +1277.2% | 154,456 | $11.5M |
| Swiss National Bank | 0.01% | Add +6.7% | 150,700 | $11.2M |
| Public Sector Pension Investment Board | 0.07% | Add +3.0% | 149,311 | $11.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | Reduce -55.6% | 147,000 | $10.9M |
| Miller Value Partners | 7.24% | Reduce -4.4% | 145,835 | $10.8M |
| AQR Capital Management | 0.02% | Reduce -13.5% | 145,708 | $10.8M |
| Royal Bank of Canada | 0.00% | Add +45.3% | 144,958 | $10.8M |
| Sei Investments Co. | 0.02% | Add +20.3% | 143,245 | $10.6M |
| Millennium Management | 0.01% | Add +601.3% | 134,807 | $10.0M |
| Prudential Financial Inc. | 0.01% | Reduce -6.9% | 129,165 | $9.6M |
| Massachusetts Financial Services Co. | 0.00% | Add +6.8% | 127,946 | $9.5M |
| Gator Capital Management, LLC | 4.55% | Reduce -13.9% | 120,670 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -13.3% | 118,285 | $8.8M |
| Easterly Investment Partners LLC | 0.77% | Add +84.2% | 118,267 | $8.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +18.0% | 116,699 | $8.7M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +8.4% | 118,052 | $8.5M |
| Ancora Advisors LLC | 0.20% | Reduce -22.8% | 109,757 | $8.2M |
| Bridgeway Capital Management, LLC | 0.19% | Reduce -16.0% | 108,792 | $8.1M |
| Schroder Investment Management Group | 0.01% | Reduce -33.3% | 105,815 | $7.9M |
| Franklin Resources Inc. | 0.00% | Reduce -4.2% | 97,961 | $7.3M |
| Edgestream Partners, L.P. | 0.35% | Add +115.9% | 96,880 | $7.2M |
| Denali Advisors LLC | 1.90% | Add +2.6% | 93,600 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +15.7% | 93,118 | $6.9M |
| HRT Financial LP | 0.04% | New | 92,932 | $6.9M |
| Susquehanna Portfolio Strategies, LLC | 0.28% | No change | 92,337 | $6.9M |
| Wesleyan Assurance Society | 0.58% | No change | 90,932 | $6.8M |
| Caxton Associates LP | 0.26% | Reduce -3.2% | 88,491 | $6.6M |
| Segall Bryant & Hamill, LLC | 0.11% | New | 85,638 | $6.4M |
| Assetmark, Inc. | 0.02% | Add +6.3% | 84,917 | $6.3M |
| FMR LLC | 0.00% | Add +1571.1% | 84,707 | $6.3M |
| GMO | 0.02% | Reduce -13.4% | 84,022 | $6.2M |
| AXA S.A. | 0.02% | New | 76,598 | $5.7M |
| California State Teachers Retirement System | 0.01% | Add +3.3% | 75,634 | $5.6M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -0.6% | 73,242 | $5.4M |
| O'shaughnessy Asset Management, LLC | 0.05% | Add +17.0% | 71,560 | $5.3M |
| Squarepoint Ops LLC | 0.02% | Reduce -44.0% | 71,027 | $5.3M |
| Jefferies Financial Group Inc. | 0.10% | New | 65,000 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -24.1% | 63,759 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +10.6% | 63,707 | $4.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | — | 61,151 | $4.5M |
| Citigroup Inc. | 0.00% | Add +3.3% | 60,030 | $4.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -14.2% | 57,552 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -8.2% | 56,346 | $4.2M |
| Graham Capital Management, L.P. | 0.26% | Reduce -16.9% | 55,589 | $4.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.4% | 55,012 | $4.1M |
"% 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.