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

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 → Q2 2024

InstitutionsTotal Value
New Positions50$71.7M
Exits29$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
Poehling Capital Management, INC. 1.12% Reduce -0.5% 54,987 $4.1M
Kendall Capital Management 1.25% Add +1.7% 50,400 $3.7M
Capital Fund Management S.A. 0.04% Add +360.3% 50,228 $3.7M
Janus Henderson Group PLC 0.00% Add +37.7% 49,544 $3.7M
Public Employees Retirement System of Ohio 0.01% Add +1.7% 49,052 $3.6M
Janney Montgomery Scott LLC 0.01% Add +13.2% 48,499 $3.6M
Voya Investment Management LLC 0.00% Add +61.6% 44,680 $3.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.1% 44,628 $3.3M
Capital World Investors 0.00% No change 44,327 $3.3M
State of Tennessee, Department of Treasury 0.01% Reduce -10.7% 44,268 $3.3M
MetLife Investment Management, LLC 0.02% Add +8.2% 44,230 $3.3M
Corebridge Financial, Inc. 0.02% — 43,944 $3.3M
Naples Global Advisors, LLC 0.31% Reduce -3.8% 41,962 $3.1M
Illinois Municipal Retirement Fund 0.05% Add +5.3% 40,127 $3.0M
State of Alaska, Department of Revenue 0.03% Reduce -7.5% 39,862 $3.0M
Barclays PLC 0.00% Reduce -52.1% 38,108 $2.8M
Teacher Retirement System of Texas 0.02% Add +75.0% 37,669 $2.8M
Amundi 0.00% Add +42.5% 36,151 $2.7M
Aristides Capital LLC 1.12% Reduce -25.0% 36,000 $2.7M
Carson Advisory Inc. 1.86% Reduce -10.3% 35,779 $2.7M
Alexander Labrunerie & Co., Inc. 1.45% Reduce -5.0% 35,739 $2.7M
Atria Wealth Solutions, Inc. 0.03% Reduce -7.0% 35,566 $2.6M
Bank of Montreal 0.00% Add +249.3% 34,300 $2.6M
Linden Thomas Advisory Services, LLC 0.39% Add +1.6% 34,415 $2.6M
Deutsche Bank AG 0.00% Reduce -13.7% 34,181 $2.5M
Rathbones Group PLC 0.01% Reduce -3.8% 34,153 $2.5M
Louisiana State Employees Retirement System 0.05% Reduce -2.6% 34,100 $2.5M
Quantbot Technologies LP 0.12% Reduce -11.2% 33,969 $2.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% New 33,874 $2.5M
Ensign Peak Advisors, Inc 0.00% Add +46.2% 33,746 $2.5M
Stifel Financial Corp. 0.00% Reduce -10.7% 33,200 $2.5M
Storebrand Asset Management As 0.01% Reduce -0.3% 33,044 $2.5M
Algert Global LLC 0.08% Reduce -41.9% 32,657 $2.4M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -5.7% 32,202 $2.4M
EDENTREE ASSET MANAGEMENT Ltd 0.71% Reduce -14.3% 30,000 $2.2M
Cresset Asset Management, LLC 0.01% Add +5.5% 29,693 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -14.4% 28,827 $2.1M
Norris Financial Group, LLC 1.10% Reduce -43.2% 28,567 $2.1M
Mackenzie Financial Corp. 0.00% Reduce -59.4% 28,553 $2.1M
Comerica Bank 0.01% Reduce -13.5% 28,312 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -47.1% 28,021 $2.1M
Susquehanna Fundamental Investments, LLC 0.05% No change 27,728 $2.1M
Assenagon Asset Management S.A. 0.01% Reduce -26.9% 27,284 $2.0M
State of Wisconsin Investment Board 0.01% Add +0.7% 27,265 $2.0M
OMERS ADMINISTRATION Corp 0.02% New 27,100 $2.0M
Exchange Traded Concepts, LLC 0.05% Reduce -14.3% 26,990 $2.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -4.4% 26,917 $2.0M
Pathstone Holdings, LLC 0.01% Add +0.7% 25,262 $1.9M
FORA Capital, LLC 0.23% Reduce -10.5% 24,975 $1.9M
Capital Investment Advisory Services, LLC 0.18% Reduce -0.7% 24,073 $1.8M
Maryland State Retirement & Pension System 0.03% Reduce -7.2% 23,665 $1.8M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -9.0% 23,200 $1.7M
Kestra Advisory Services, LLC 0.01% Add +45.0% 22,778 $1.7M
Vestcor Inc 0.06% Add +258.3% 22,503 $1.7M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -45.3% 22,462 $1.7M
Oxbow Advisors, LLC 0.20% Reduce -6.7% 21,904 $1.6M
Arden Trust Co 0.22% Reduce -0.6% 21,599 $1.6M
Pinnacle Holdings, LLC 0.75% No change 21,585 $1.6M
Arizona State Retirement System 0.01% Add +9.1% 21,450 $1.6M
Lighthouse Investment Partners, LLC 0.09% New 21,064 $1.6M
Amalgamated Bank 0.01% Reduce -8.0% 20,997 $1.6M
STRS Ohio 0.01% Add +144.2% 19,985 $1.4M
Asset Allocation Strategies LLC 0.47% Add +0.6% 18,926 $1.4M
RFG Advisory, LLC 0.05% Reduce -18.6% 18,920 $1.4M
Quantedge Capital Pte Ltd 0.51% New 18,900 $1.4M
Axxcess Wealth Management, LLC 0.04% Add +467.0% 18,831 $1.4M
Danske Bank A/S 0.01% New 18,555 $1.4M
Aquatic Capital Management LLC 0.05% Add +105.7% 18,100 $1.3M
Nomura Holdings Inc. 0.01% New 18,009 $1.3M
MML Investors Services, LLC 0.01% Reduce -9.5% 17,935 $1.3M
SG Americas Securities, LLC 0.01% Add +371.3% 17,495 $1.3M
Tower Research Capital LLC (TRC) 0.02% Add +437.2% 17,341 $1.3M
Alberta Investment Management Corp 0.01% Add +164.6% 17,200 $1.3M
Brevan Howard Capital Management LP 0.08% New 16,559 $1.2M
Envestnet Asset Management Inc. 0.00% Reduce -38.8% 16,482 $1.2M
Oregon Public Employees Retirement Fund 0.02% Reduce -13.2% 16,477 $1.2M
South Dakota Investment Council 0.02% Add +7.1% 16,064 $1.2M
WINTON GROUP Ltd 0.08% Reduce -9.5% 15,743 $1.2M
Truist Financial Corp. 0.00% Reduce -5.8% 15,688 $1.2M
Colonial River Investments, LLC 0.62% Reduce -11.3% 15,582 $1.2M
State Board of Administration of Florida Retirement System 0.00% Reduce -10.9% 15,060 $1.1M
ClearAlpha Technologies LP 0.44% Reduce -30.5% 14,973 $1.1M
Private Advisor Group, LLC 0.01% Add +1.2% 14,962 $1.1M
Natixis Advisors, LLC 0.00% Add +5.2% 14,935 $1.1M
Counterpoint Mutual Funds LLC 0.26% Add +288.4% 14,918 $1.1M
Entropy Technologies, LP 0.12% Reduce -57.4% 14,681 $1.1M
Martingale Asset Management L P 0.02% Reduce -23.1% 14,658 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -4.3% 14,626 $1.1M
EJF Capital LP 0.77% Reduce -59.5% 13,931 $1.0M
Ilmarinen Mutual Pension Insurance Co 0.01% No change 13,638 $1.0M
UniSuper Management Pty Ltd 0.01% No change 13,099 $973K
Handelsbanken Fonder AB 0.00% Reduce -5.2% 12,900 $958K
PEAK6 Investments LLC 0.04% New 12,899 $958K
Summit Global Investments 0.07% Reduce -12.7% 12,466 $926K
Wellington Shields & Co., LLC 0.30% Reduce -0.2% 12,384 $920K
Prospera Financial Services Inc 0.02% Reduce -1.8% 12,071 $896K
ProShare Advisors LLC 0.00% Reduce -24.2% 12,057 $895K
Strategic Advisors LLC 0.17% Reduce -7.7% 12,000 $891K
Oppenheimer & Co. Inc. 0.01% Add +70.2% 11,925 $886K
True Wealth Design, LLC 0.22% New 11,806 $877K
Cambria Investment Management, L.P. 0.05% Reduce -0.2% 11,736 $872K
Guggenheim Capital LLC 0.01% Add +272.9% 11,724 $871K
Stratos Wealth Partners, LTD. 0.01% Add +0.3% 11,510 $855K
Corient Private Wealth LP 0.00% Reduce -6.0% 11,326 $841K
Mutual of America Capital Management LLC 0.01% Reduce -8.5% 11,157 $829K
Lingohr Asset Management GmbH 2.06% Reduce -16.0% 11,077 $823K
Y-Intercept (Hong Kong) Ltd 0.04% New 10,926 $811K
Friedenthal Financial 0.50% New 10,805 $802K
Paloma Partners Management Co 0.08% Add +134.9% 10,447 $776K
Independent Advisor Alliance 0.03% Reduce -3.6% 10,437 $775K
Verdad Advisers, LP 0.89% Reduce -7.3% 10,330 $767K
Mercer Global Advisors Inc. 0.00% Add +3.5% 10,084 $749K
Pictet Asset Management Holding SA 0.00% Add +9.0% 10,049 $746K
International Assets Investment Management, LLC 0.07% Add +2.0% 9,954 $739K
Regal Investment Advisors LLC 0.05% Reduce -1.0% 9,917 $736K
Baird Financial Group, Inc. 0.00% Reduce -0.2% 9,881 $734K
Wealthcare Advisory Partners LLC 0.02% Add +5.4% 9,870 $733K
Ritholtz Wealth Management 0.02% Add +128.3% 9,779 $726K
CSS LLC 0.16% Reduce -4.9% 9,728 $722K
Centiva Capital, LP 0.03% Add +62.7% 9,536 $708K
Vise Technologies, Inc. 0.12% Reduce -23.9% 9,369 $696K
Royce & Associates LP 0.01% New 9,318 $692K
QRG Capital Management, Inc. 0.01% Add +3.0% 9,089 $675K
US Bancorp \de 0.00% Reduce -15.2% 9,047 $672K
Susquehanna International Group, LLP 0.00% Reduce -77.4% 8,925 $663K
Marshall Wace, LLP 0.00% Reduce -48.0% 8,915 $662K
Two Sigma Advisers, LP 0.00% Reduce -48.5% 8,900 $661K
Benjamin F. Edwards & Company, Inc. 0.01% Add +31.6% 8,386 $622K
Fernwood Investment Management, LLC 0.19% Reduce -10.8% 8,275 $615K
Praxis Investment Management Inc. 0.04% No change 8,980 $614K
Prelude Capital Management, LLC 0.05% Reduce -44.0% 8,013 $595K
Harmony Asset Management LLC 0.24% Add +66.2% 7,826 $581K
Cornercap Investment Counsel Inc. 0.09% New 7,809 $580K
Patriot Financial Group Insurance Agency, LLC 0.08% Reduce -16.6% 7,726 $574K
Vanguard Personalized Indexing Management, LLC 0.01% Add +8.2% 7,743 $569K
Ameritas Investment Partners, Inc. 0.02% Reduce -6.1% 7,482 $556K
Jump Financial, LLC 0.01% Reduce -12.0% 7,464 $554K
Wbi Investments, LLC 0.13% Reduce -4.6% 7,434 $552K
Verition Fund Management LLC 0.00% Add +8.6% 7,248 $538K
Versor Investments LP 0.10% Add +16.6% 7,227 $537K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 7,161 $532K
Level Four Advisory Services, LLC 0.02% Add +50.3% 7,102 $527K
CIBC Asset Management Inc 0.00% Reduce -9.8% 6,866 $510K
Toronto Dominion Bank 0.00% No change 6,647 $494K
Public Employees Retirement Association of Colorado 0.00% New 6,635 $493K
RWC Asset Management LLP 0.04% Add +8.3% 6,210 $461K
Kestra Private Wealth Services, LLC 0.01% Add +18.3% 6,127 $455K
Xponance LLC 0.00% Reduce -0.3% 6,051 $449K
Neuberger Berman Group LLC 0.00% New 5,532 $411K
Leonteq Securities AG 0.06% Add +31.3% 5,398 $401K
Triumph Capital Management 0.15% Reduce -5.1% 5,336 $396K
Pearl River Capital, LLC 0.06% New 5,327 $396K
AEGON ASSET MANAGEMENT UK Plc 0.01% No change 5,176 $384K
Samalin Investment Counsel, LLC 0.18% Add +15.0% 5,154 $383K
Profund Advisors LLC 0.01% Reduce -21.6% 5,121 $380K
Crossmark Global Holdings, Inc. 0.01% Reduce -9.3% 4,861 $360K
Concorde Asset Management, LLC 0.22% Reduce -6.0% 4,700 $349K
Western Wealth Management, LLC 0.03% Add +0.4% 4,611 $342K
Gallagher Fiduciary Advisors, LLC 0.08% New 4,574 $340K
Teza Capital Management LLC 0.04% Reduce -87.5% 4,488 $333K
Integrated Wealth Concepts LLC 0.00% Reduce -12.5% 4,468 $332K
AlphaMark Advisors, LLC 0.11% Reduce -25.3% 4,441 $330K
Cerity Partners LLC 0.00% Reduce -2.9% 4,341 $322K
Centaurus Financial, Inc. 0.02% Add +25.1% 4,325 $321K
Sherbrooke Park Advisers LLC 0.05% New 4,184 $311K
Mariner, LLC 0.00% Add +9.3% 4,139 $307K
Oppenheimer Asset Management Inc. 0.00% Reduce -2.3% 4,101 $305K
Laurion Capital Management LP 0.01% New 4,033 $299K
Avantax Advisory Services, Inc. 0.00% Reduce -8.3% 4,025 $299K
Atria Investments, Inc 0.00% New 4,013 $298K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.17% New 4,000 $297K
Daiwa Securities Group Inc. 0.00% Reduce -13.0% 4,000 $297K
Mutual Advisors, LLC 0.01% Reduce -53.5% 3,303 $288K
Focus Financial Network, Inc. 0.01% Add +0.1% 3,451 $287K
Ethic Inc. 0.01% New 3,827 $284K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -21.4% 3,671 $273K
Belpointe Asset Management LLC 0.02% Reduce -28.4% 3,669 $272K
Creative Planning 0.00% Reduce -0.7% 3,668 $272K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,651 $271K
First Trust Direct Indexing L.P. 0.02% Add +16.6% 3,609 $268K
Gotham Asset Management 0.00% No change 3,594 $267K
Mirabella Financial Services LLP 0.02% New 3,552 $264K
Paragon Capital Management Ltd 0.05% Reduce -30.7% 3,536 $263K
Aigen Investment Management, LP 0.05% New 3,485 $259K
AlphaQuest LLC 0.04% Reduce -20.7% 3,481 $258K
Nisa Investment Advisors, LLC 0.00% Add +1.5% 3,358 $249K
Two Sigma Investments, LP 0.00% Reduce -71.9% 3,358 $249K
HighTower Advisors, LLC 0.00% Reduce -19.0% 3,359 $246K
Schonfeld Strategic Advisors LLC 0.00% Reduce -20.0% 3,241 $241K
Comprehensive Financial Consultants Institutional, Inc. 0.09% No change 3,234 $240K
Capital Asset Advisory Services LLC 0.01% Reduce -2.2% 3,249 $239K
Silver Oak Securities, Incorporated 0.03% Reduce -5.1% 3,075 $228K
Glenmede Trust Co. NA 0.00% New 2,951 $219K
Savant Capital, LLC 0.00% New 2,942 $218K
Private Trust Co. NA 0.02% Reduce -11.5% 2,885 $214K
Sage Rhino Capital LLC 0.05% New 2,871 $213K
Shelton Capital Management 0.01% New 2,817 $209K
Forum Financial Management, LP 0.00% New 2,695 $200K
Plato Investment Management Ltd 0.02% Add +749.7% 2,566 $191K
State of Wyoming 0.03% Reduce -75.6% 2,452 $182K
PNC Financial Services Group, Inc. 0.00% Add +0.7% 2,338 $174K
NewEdge Advisors, LLC 0.00% Reduce -75.4% 2,267 $168K
Nomura Asset Management Co. Ltd. 0.00% No change 2,130 $158K
Simplex Trading, LLC 0.01% New 2,141 $158K
IFP Advisors, Inc 0.01% Add +23.1% 2,092 $155K
Jones Financial Companies LLLP 0.00% New 2,061 $153K
EntryPoint Capital, LLC 0.06% New 1,733 $129K
Farther Finance Advisors, LLC 0.01% Add +2056.4% 1,682 $126K
KBC Group NV 0.00% No change 1,689 $125K
Covestor Ltd 0.08% Reduce -38.1% 1,616 $120K
Fifth Third Bancorp 0.00% Add +1267.8% 1,614 $120K
CI Investments Inc. 0.00% Add +7.2% 1,519 $113K
Platinum Investment Management Ltd. 0.00% Reduce -15.3% 1,406 $104K
Hexagon Capital Partners LLC 0.02% Reduce -14.2% 1,315 $98K
Catalyst Funds Management Pty Ltd 0.03% Add +622.2% 1,300 $97K
TrinityBridge Ltd 0.00% Reduce -7.2% 1,197 $89K
Global Retirement Partners, LLC 0.00% Add +0.4% 1,160 $86K
Geneos Wealth Management Inc. 0.00% Reduce -9.3% 1,053 $78K
Farmers & Merchants Investments Inc. 0.00% Add +2173.9% 1,046 $78K
Cwm, LLC 0.00% Add +80.5% 1,025 $76K
Brown Shipley& Co Ltd 0.03% Add +0.6% 854 $63K
Creative Financial Designs Inc. 0.01% Add +1.0% 837 $62K
Spire Wealth Management 0.00% Reduce -5.9% 800 $59K
GAMMA Investing LLC 0.01% Add +60.8% 775 $58K
Lanark Financial, Inc. 0.01% Add +0.3% 759 $56K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.9% 708 $53K
EverSource Wealth Advisors, LLC 0.00% Add +10.9% 438 $39K
Principal Securities, Inc. 0.00% Reduce -3.8% 452 $34K
Harbour Investments, Inc. 0.00% Reduce -32.2% 421 $31K
Quadrant Capital Group LLC 0.00% Add +634.6% 382 $28K
Sound Income Strategies, LLC 0.00% Reduce -11.2% 379 $28K
Bell Investment Advisors, Inc 0.01% Add +1.9% 378 $28K
Smartleaf Asset Management LLC 0.00% Add +518.0% 377 $28K
Compagnie Lombard Odier SCmA 0.00% No change 366 $27K
Hantz Financial Services, Inc. 0.00% Add +0.9% 332 $25K
Continuum Advisory, LLC 0.00% No change 306 $23K
WR Wealth Planners, LLC 0.01% Add +0.8% 236 $18K
Signaturefd, LLC 0.00% Reduce -0.4% 228 $17K
ClariVest Asset Management LLC 0.00% Add +208.8% 210 $16K
Frazier Financial Advisors, LLC 0.01% Add +32.6% 191 $14K
WealthCollab, LLC 0.01% Add +37.0% 174 $13K
Matrix Trust Co 0.00% New 153 $11K
CIBC Private Wealth Group LLC 0.00% No change 148 $11K
Credit Agricole S A 0.00% No change 140 $10K
Wellington Shields Capital Management, LLC 0.00% No change 138 $10K
Versant Capital Management, Inc 0.00% No change 131 $10K
Private Wealth Management Group, LLC 0.00% No change 122 $9K
Lindbrook Capital, LLC 0.00% No change 118 $9K
National Bank of Canada 0.00% No change 116 $9K
Fortitude Family Office, LLC 0.00% No change 104 $8K
Glen Eagle Advisors, LLC 0.00% No change 103 $8K
First Horizon Advisors, Inc. 0.00% Add +20.2% 101 $8K
Blue Trust, Inc. 0.00% Add +1500.0% 112 $7K
C M Bidwell & Associates Ltd. 0.00% No change 93 $7K
UMB Bank, n.a. 0.00% Add +160.0% 78 $6K
Bessemer Group Inc. 0.00% No change 64 $5K
LGT Financial Advisors LLC 0.01% No change 62 $5K
JFS Wealth Advisors, LLC 0.00% Add +7.8% 55 $4K
Naples Money Management LLC 0.00% No change 51 $4K
Red Tortoise LLC 0.00% No change 47 $3K
Mather Group, Llc. 0.00% No change 48 $3K
Rothschild Investment LLC 0.00% Add +300.0% 40 $3K
Parallel Advisors, LLC 0.00% No change 37 $3K
First Pacific Financial 0.00% New 36 $3K
Whittier Trust Co. of Nevada Inc. 0.00% No change 30 $2K
Allworth Financial LP 0.00% Add +43.8% 23 $2K
Oliver Lagore Vanvalin Investment Group 0.00% New 25 $2K
SJS Investment Consulting Inc. 0.00% No change 23 $2K
RFP Financial Group LLC 0.00% No change 22 $2K
Sachetta, LLC 0.00% New 15 $1K
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 14 $1K
Horizon Investments, LLC 0.00% New 13 $965
Larson Financial Group LLC 0.00% New 12 $891
MassMutual Private Wealth & Trust, FSB 0.00% Add +50.0% 12 $891
Huntington National Bank 0.00% New 11 $817
Parkside Financial Bank & Trust 0.00% No change 8 $595
Bruce G. Allen Investments, LLC 0.00% New 7 $520
Abound Wealth Management 0.00% No change 7 $520
Sugarloaf Wealth Management, LLC 0.00% No change 3 $223
McIlrath & Eck, LLC 0.00% No change 3 $223
Fairman Group, LLC 0.00% No change 2 $149
Zions Bancorporation, N.A. 0.00% No change 1 $74
Wetzel Investment Advisors, Inc. 0.00% No change 1 $66
Gradient Investments LLC 0.00% New 1 $38

"% 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.