Jackson Financial Inc. Class AJXN

13F holders, Q4 2024 (December 31)
439holders +29
50new positions
38sold out
7famous investors
$87.17avg. 13F price*

At the end of Q4 2024, 439 institutions reported holding Jackson Financial Inc. Class A (JXN) in their 13F filings, up 29 from Q3 2024. 50 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($817.9M), BlackRock, Inc. ($634.6M) and Dimensional Fund Advisors LP ($383.0M). 7 famous investors held it, including Bill Miller (5.1% of Miller Value Partners's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions50$89.0M
Exits38$60.4M

All 13F filers, Q3 2024 → Q4 2024: 4,914,244 shares bought and 4,473,345 shares sold, net +440,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 439 holders

Vanguard Group Inc. 0.01% Reduce -6.0% 9,392,129 $817.9M
BlackRock, Inc. 0.01% Reduce -0.7% 7,287,886 $634.6M
Dimensional Fund Advisors LP 0.09% Reduce -4.4% 4,398,846 $383.0M
First Trust Advisors LP 0.32% Add +13.4% 4,134,545 $360.0M
State Street Corp. 0.01% Add +3.0% 3,363,446 $292.9M
Goldman Sachs Group Inc. 0.04% Add +12.6% 2,424,420 $211.1M
Geode Capital Management, LLC 0.01% Add +0.6% 2,099,517 $188.5M
HSBC Holdings PLC 0.11% Reduce -5.9% 2,102,462 $183.7M
American Century Companies Inc. 0.08% Reduce -0.2% 1,557,652 $135.6M
Donald Smith & Co., Inc. 3.24% Reduce -22.2% 1,557,289 $135.6M
Morgan Stanley 0.01% Reduce -7.7% 1,491,776 $129.9M
Arrowstreet Capital, Limited Partnership 0.10% Reduce -1.1% 1,430,944 $124.6M
Acadian Asset Management LLC 0.35% Reduce -13.6% 1,404,953 $122.3M
Norges Bank 0.01% Reduce -1.5% 1,134,208 $98.8M
Jacobs Levy Equity Management, Inc. 0.33% Add +0.5% 1,082,974 $94.3M
Charles Schwab Investment Management Inc. 0.02% Add +2.7% 1,079,240 $94.0M
Federated Hermes, Inc. 0.19% Add +4.2% 1,010,490 $88.0M
Northern Trust Corp. 0.01% Add +12.1% 953,082 $83.0M
Bank of New York Mellon Corp 0.01% Reduce -15.0% 767,047 $66.8M
Invesco Ltd. 0.01% Reduce -22.6% 745,325 $64.9M
Allianz Asset Management GmbH 0.09% Reduce -4.2% 744,897 $64.9M
JPMorgan Chase & Co. 0.00% Add +33.9% 650,544 $56.6M
LSV Asset Management 0.12% Add +11.5% 586,559 $51.1M
Caisse de depot et placement du Quebec 0.10% Add +286.5% 566,916 $49.4M
Nuveen Asset Management, LLC 0.01% Reduce -6.2% 532,142 $46.3M
Victory Capital Management Inc. 0.04% Add +196.4% 447,245 $38.9M
UBS Group AG 0.01% Add +63.4% 444,026 $38.7M
Jupiter Asset Management Ltd. 0.37% Reduce -24.3% 432,512 $37.7M
Principal Financial Group Inc. 0.02% Add +2.7% 417,984 $36.4M
Wedge Capital Management L L P 0.63% Reduce -9.7% 403,871 $35.2M
Vest Financial, LLC 0.61% Add +27.4% 395,365 $34.4M
Russell Investments Group, Ltd. 0.04% Reduce -5.1% 350,822 $30.5M
Raymond James Financial Inc. 0.01% — 312,272 $27.2M
Ameriprise Financial Inc. 0.01% Reduce -21.0% 303,224 $26.4M
Qube Research & Technologies Ltd 0.04% Reduce -16.9% 273,994 $23.9M
Legal & General Group Plc 0.01% Reduce -0.2% 242,697 $21.1M
Rhumbline Advisers 0.02% Reduce -0.8% 240,160 $20.9M
Bank of America Corp. 0.00% Add +18.9% 235,959 $20.5M
Nisa Investment Advisors, LLC 0.08% Add +6642.6% 226,418 $19.7M
Four Tree Island Advisory LLC 13.33% — 221,617 $19.3M
Candriam S.C.A. 0.11% Reduce -1.5% 215,718 $18.8M
Wells Fargo & Company 0.00% Reduce -9.9% 211,487 $18.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +18.2% 203,456 $17.7M
Janus Henderson Group PLC 0.01% Add +216.2% 203,071 $17.7M
Citigroup Inc. 0.02% Add +44.4% 199,800 $17.4M
Ibex Wealth Advisors 2.01% New 195,860 $17.1M
Lazard Asset Management LLC 0.03% Add +9.2% 195,194 $17.0M
LPL Financial LLC 0.01% Add +5.2% 184,994 $16.1M
Public Sector Pension Investment Board 0.07% Add +15.3% 184,028 $16.0M
Assenagon Asset Management S.A. 0.03% Add +586.4% 180,253 $15.7M
Millennium Management 0.01% Add +3818.2% 165,976 $14.5M
CHURCHILL MANAGEMENT Corp 0.15% Add +0.1% 157,447 $13.7M
Engineers Gate Manager LP 0.24% Add +2413.8% 155,909 $13.6M
Alliancebernstein L.P. 0.00% Reduce -5.7% 153,437 $13.4M
Swiss National Bank 0.01% Reduce -0.7% 148,000 $12.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% — 147,589 $12.9M
Healthcare of Ontario Pension Plan Trust Fund 0.03% No change 147,000 $12.8M
Commonwealth Equity Services, LLC 0.02% Reduce -5.5% 146,912 $12.8M
California Public Employees Retirement System 0.01% Reduce -7.0% 141,511 $12.3M
Royal Bank of Canada 0.00% Reduce -5.9% 138,748 $12.1M
Miller Value Partners 5.11% Add +5.4% 137,370 $12.0M
Barclays PLC 0.01% Add +0.1% 134,092 $11.7M
Sei Investments Co. 0.01% Add +0.7% 131,497 $11.5M
Easterly Investment Partners LLC 0.88% Reduce -5.2% 129,285 $11.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -59.8% 125,802 $11.0M
Massachusetts Financial Services Co. 0.00% Reduce -5.9% 122,410 $10.7M
Prudential Financial Inc. 0.01% Reduce -7.5% 119,230 $10.4M
Gator Capital Management, LLC 3.68% Add +0.9% 111,850 $9.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -36.4% 109,830 $9.6M
Robeco Institutional Asset Management B.V. 0.02% Add +22.2% 109,839 $9.6M
DekaBank Deutsche Girozentrale 0.02% No change 107,791 $9.3M
Cubist Systematic Strategies, LLC 0.15% New 103,705 $9.0M
Squarepoint Ops LLC 0.02% Add +184.3% 103,162 $9.0M
Lighthouse Investment Partners, LLC 0.35% Add +4.3% 102,621 $8.9M
Cambridge Investment Research Advisors, Inc. 0.03% Add +10.1% 101,327 $8.8M
AQR Capital Management 0.01% Reduce -16.5% 100,962 $8.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -3.3% 99,973 $8.7M
Franklin Resources Inc. 0.00% Reduce -2.1% 95,585 $8.3M
BNP Paribas Financial Markets 0.01% New 95,107 $8.3M
Assetmark, Inc. 0.02% Add +0.9% 92,508 $8.1M
Wesleyan Assurance Society 0.60% No change 89,432 $7.8M
Edgestream Partners, L.P. 0.33% Add +336.4% 88,313 $7.7M
ExodusPoint Capital Management, LP 0.08% New 87,511 $7.6M
Bridgeway Capital Management, LLC 0.16% Reduce -9.8% 83,092 $7.2M
Schroder Investment Management Group 0.01% Reduce -11.8% 83,133 $7.2M
O'shaughnessy Asset Management, LLC 0.06% Reduce -10.9% 79,257 $6.9M
Amundi 0.00% Add +204.9% 75,657 $6.7M
Kera Capital Partners, Inc. 1.87% — 74,642 $6.5M
Teacher Retirement System of Texas 0.02% Reduce -0.9% 73,848 $6.4M
Quantbot Technologies LP 0.23% New 71,675 $6.2M
Ancora Advisors LLC 0.14% Reduce -20.5% 70,830 $6.2M
California State Teachers Retirement System 0.01% Reduce -3.8% 70,347 $6.1M
HRT Financial LP 0.03% New 70,293 $6.1M
Illinois Municipal Retirement Fund 0.08% Add +73.0% 68,827 $6.0M
Denali Advisors LLC 0.62% Reduce -16.2% 68,129 $5.9M
Segall Bryant & Hamill, LLC 0.08% Reduce -12.7% 66,524 $5.8M
Algert Global LLC 0.14% Add +523.2% 65,977 $5.7M
Deutsche Bank AG 0.00% Add +48.9% 65,617 $5.7M
Cetera Investment Advisers 0.01% Add +1.6% 61,624 $5.4M
Beacon Pointe Advisors, LLC 0.06% Reduce -0.9% 61,600 $5.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +2.5% 61,227 $5.3M
Van Eck Associates Corp. 0.01% New 59,626 $5.2M
Kestra Advisory Services, LLC 0.03% Add +268.6% 59,364 $5.2M
Caisse Des Depots Et Consignations 0.25% — 57,651 $5.0M
Thrivent Financial for Lutherans 0.01% Reduce -3.4% 57,092 $5.0M
T. Rowe Price Associates Inc. 0.00% Add +0.0% 54,797 $4.8M
Comerica Bank 0.02% Reduce -2.7% 54,621 $4.8M
Huntleigh Advisors, Inc. 0.99% — 52,601 $4.6M
Poehling Capital Management, INC. 1.09% Reduce -3.0% 50,965 $4.4M
Susquehanna International Group, LLP 0.01% Add +353.4% 50,889 $4.4M
Janney Montgomery Scott LLC 0.01% Add +0.3% 50,707 $4.4M
Hillsdale Investment Management Inc. 0.22% Add +1.0% 50,400 $4.4M
Kendall Capital Management 1.26% Reduce -2.2% 49,540 $4.3M
Stifel Financial Corp. 0.00% Add +4.1% 49,502 $4.3M
New York State Teachers Retirement System 0.01% Reduce -13.5% 48,722 $4.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.7% 48,584 $4.2M
Osaic Holdings, Inc. 0.01% Reduce -37.3% 47,964 $4.2M
Vident Advisory, LLC 0.07% Add +10.2% 47,549 $4.1M
MetLife Investment Management, LLC 0.02% Add +3.7% 45,046 $3.9M
Intech Investment Management LLC 0.04% Add +96.3% 44,890 $3.9M
Capital World Investors 0.00% No change 44,327 $3.9M
New York State Common Retirement Fund 0.01% Reduce -6.8% 43,552 $3.8M
State of Tennessee, Department of Treasury 0.01% Reduce -0.7% 42,593 $3.7M
State of Alaska, Department of Revenue 0.04% Reduce -2.2% 41,978 $3.7M
Public Employees Retirement System of Ohio 0.01% New 41,385 $3.6M
Corebridge Financial, Inc. 0.02% Reduce -8.9% 39,890 $3.5M
Naples Global Advisors, LLC 0.32% Reduce -4.9% 39,638 $3.5M
Citadel Advisors 0.00% New 37,201 $3.2M
KBC Group NV 0.01% Add +1495.2% 36,833 $3.2M
Alexander Labrunerie & Co., Inc. 1.41% Add +1.4% 36,209 $3.2M
FMR LLC 0.00% Reduce -79.5% 35,829 $3.1M
Louisiana State Employees Retirement System 0.06% Reduce -1.9% 35,700 $3.1M
Linden Thomas Advisory Services, LLC 0.38% Reduce -0.1% 34,219 $3.0M
Storebrand Asset Management As 0.01% No change 33,044 $2.9M
Trexquant Investment LP 0.03% New 32,648 $2.8M
GMO 0.01% Reduce -57.0% 30,754 $2.7M
Mackenzie Financial Corp. 0.00% Add +80.0% 30,732 $2.7M
Yousif Capital Management, LLC 0.03% Reduce -2.1% 30,028 $2.6M
Cresset Asset Management, LLC 0.01% Reduce -2.3% 29,934 $2.6M
Carson Advisory Inc. 1.78% Reduce -11.5% 29,382 $2.6M
Rathbones Group PLC 0.01% Reduce -14.1% 28,847 $2.5M
Susquehanna Fundamental Investments, LLC 0.04% — 27,728 $2.4M
Ensign Peak Advisors, Inc 0.00% Reduce -5.3% 26,545 $2.3M
State of New Jersey Common Pension Fund D 0.01% No change 26,523 $2.3M
Voya Investment Management LLC 0.00% Reduce -42.1% 25,434 $2.2M
Maryland State Retirement & Pension System 0.05% Reduce -2.1% 24,874 $2.2M
Aquatic Capital Management LLC 0.06% New 24,388 $2.1M
Centiva Capital, LP 0.08% Add +287.6% 22,810 $2.0M
Capital Investment Advisory Services, LLC 0.19% Reduce -5.2% 22,693 $2.0M
Exchange Traded Concepts, LLC 0.04% Reduce -18.9% 22,661 $2.0M
ProShare Advisors LLC 0.00% Add +41.9% 22,579 $2.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -18.7% 22,473 $2.0M
Jane Street Group, LLC 0.00% Reduce -58.2% 22,237 $1.9M
Teachers Retirement System of the State of Kentucky 0.02% No change 22,115 $1.9M
Handelsbanken Fonder AB 0.01% Add +69.8% 21,900 $1.9M
Arizona State Retirement System 0.01% Reduce -0.6% 21,836 $1.9M
Amalgamated Bank 0.02% Reduce -2.6% 21,669 $1.9M
Vestcor Inc 0.06% Reduce -16.0% 21,603 $1.9M
KLP Kapitalforvaltning As 0.01% — 21,300 $1.9M
Asset Allocation Strategies LLC 0.43% Add +2.4% 19,314 $1.8M
Martingale Asset Management L P 0.04% Add +13.3% 20,310 $1.8M
Oxbow Advisors, LLC 0.20% Reduce -1.0% 19,460 $1.7M
Ritholtz Wealth Management 0.05% Add +7.1% 19,092 $1.7M
Quadrature Capital Ltd 0.03% New 18,808 $1.6M
Voloridge Investment Management, LLC 0.01% New 18,622 $1.6M
Pinnacle Holdings, LLC 0.69% No change 18,235 $1.6M
Colonial River Investments, LLC 0.76% Add +1.2% 18,075 $1.6M
Axxcess Wealth Management, LLC 0.04% Add +1.1% 18,048 $1.6M
Norris Financial Group, LLC 0.73% Reduce -19.1% 17,961 $1.6M
Credit Agricole S A 0.01% Add +39.1% 17,638 $1.5M
Oregon Public Employees Retirement Fund 0.03% Reduce -1.9% 17,363 $1.5M
Alberta Investment Management Corp 0.01% No change 17,200 $1.5M
RFG Advisory, LLC 0.04% Reduce -0.7% 16,698 $1.5M
Atria Wealth Solutions, Inc. 0.02% Reduce -35.5% 16,603 $1.4M
Natixis Advisors, LLC 0.00% Reduce -1.3% 16,339 $1.4M
Asset Management One Co., Ltd. 0.00% Reduce -3.6% 15,904 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% — 15,847 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -2.0% 15,768 $1.4M
Sterling Capital Management LLC 0.02% Add +15.8% 15,663 $1.4M
FORA Capital, LLC 0.15% Reduce -36.1% 15,446 $1.3M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.70% Reduce -3.8% 15,400 $1.3M
MorganRosel Wealth Management, LLC 0.44% Reduce -8.6% 15,334 $1.3M
EDENTREE ASSET MANAGEMENT Ltd 0.38% Reduce -25.0% 15,000 $1.3M
Occudo Quantitative Strategies LP 0.23% New 14,673 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +35.7% 14,578 $1.3M
Envestnet Asset Management Inc. 0.00% Reduce -7.3% 14,538 $1.3M
Jackson Creek Investment Advisors LLC 0.38% New 14,524 $1.3M
Caxton Associates LP 0.04% Reduce -73.3% 14,263 $1.2M
Tudor Investment Corporation 0.01% New 14,206 $1.2M
State Board of Administration of Florida Retirement System 0.00% Reduce -6.0% 14,150 $1.2M
Wealthcare Advisory Partners LLC 0.03% Add +79.9% 13,930 $1.2M
Versor Investments LP 0.21% Reduce -21.4% 13,927 $1.2M
Private Advisor Group, LLC 0.01% Reduce -17.1% 13,717 $1.2M
Ilmarinen Mutual Pension Insurance Co 0.01% No change 13,638 $1.2M
Lingohr Asset Management GmbH 2.45% Add +22.9% 13,613 $1.2M
MML Investors Services, LLC 0.00% Add +1.7% 13,530 $1.2M
Oppenheimer & Co. Inc. 0.02% Reduce -0.0% 13,486 $1.2M
Corient Private Wealth LP 0.00% Add +241.4% 13,460 $1.2M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -24.8% 13,200 $1.1M
Schonfeld Strategic Advisors LLC 0.01% New 12,977 $1.1M
State of Wisconsin Investment Board 0.00% Reduce -55.4% 12,746 $1.1M
WINTON GROUP Ltd 0.07% Reduce -85.4% 12,721 $1.1M
CenterBook Partners LP 0.07% Add +42.0% 12,643 $1.1M
Graham Capital Management, L.P. 0.05% Reduce -25.7% 12,559 $1.1M
Strategic Advisors LLC 0.20% Add +3.9% 12,468 $1.1M
Wellington Shields & Co., LLC 0.33% Reduce -0.1% 12,375 $1.1M
Two Sigma Advisers, LP 0.00% Reduce -0.8% 12,200 $1.1M
Summit Global Investments 0.07% Add +52.6% 11,960 $1.0M
South Dakota Investment Council 0.02% Reduce -25.2% 11,915 $1.0M
CWA Asset Management Group, LLC 0.05% Add +21.1% 11,898 $1.0M
Independent Advisor Alliance 0.01% Add +2.7% 11,739 $1.0M
Pathstone Holdings, LLC 0.00% Reduce -38.3% 11,446 $997K
Prospera Financial Services Inc 0.02% Reduce -5.2% 11,371 $990K
Mutual of America Capital Management LLC 0.01% Reduce -1.1% 11,189 $974K
Fox Run Management, L.L.C. 0.18% Add +96.1% 11,114 $968K
Centaurus Financial, Inc. 0.06% Add +4.4% 10,621 $925K
Pictet Asset Management Holding SA 0.00% Add +11.5% 10,472 $912K
AXA S.A. 0.00% Reduce -93.7% 10,467 $911K
Harmony Asset Management LLC 0.35% Add +17.0% 10,262 $894K
Harvest Investment Services, LLC 0.22% New 10,193 $888K
International Assets Investment Management, LLC 0.07% Reduce -71.3% 10,039 $881K
Bank of Montreal 0.00% Add +8.9% 9,926 $864K
Regal Investment Advisors LLC 0.06% Add +2.9% 9,889 $861K
Quantinno Capital Management LP 0.01% New 9,683 $843K
Cambria Investment Management, L.P. 0.05% Reduce -2.3% 9,532 $830K
Royce & Associates LP 0.01% No change 9,318 $811K
QRG Capital Management, Inc. 0.01% Add +2.8% 9,111 $793K
Vanguard Personalized Indexing Management, LLC 0.01% Add +1.3% 9,086 $791K
Skandinaviska Enskilda Banken AB (publ) 0.00% Reduce -42.8% 9,100 $789K
US Bancorp \de 0.00% Reduce -0.0% 9,047 $788K
STRS Ohio 0.00% Reduce -52.9% 9,885 $771K
Mercer Global Advisors Inc. 0.00% Reduce -12.6% 8,801 $766K
Baird Financial Group, Inc. 0.00% Reduce -4.8% 8,800 $766K
Benjamin Edwards Inc. 0.01% Reduce -4.4% 8,523 $742K
Verition Fund Management LLC 0.00% Add +26.8% 8,462 $737K
Kestra Investment Management, LLC 0.03% Reduce -45.0% 8,390 $731K
Profund Advisors LLC 0.03% Add +34.6% 8,279 $721K
Point72 Hong Kong Ltd 0.04% New 8,203 $714K
Kestra Private Wealth Services, LLC 0.01% Add +23.2% 8,084 $704K
Petra Financial Advisors Inc. 0.48% Add +0.4% 8,071 $703K
Counterpoint Mutual Funds LLC 0.09% Add +58.3% 7,918 $689K
New York Life Investment Management LLC 0.01% New 7,908 $689K
CV Advisors LLC 0.24% New 7,800 $679K
Ameritas Investment Partners, Inc. 0.02% Add +1.0% 7,671 $668K
Aristides Capital LLC 0.20% Add +12.1% 7,483 $652K
CIBC Asset Management Inc 0.00% Add +3.3% 7,431 $647K
Aigen Investment Management, LP 0.11% New 7,361 $641K
Danske Bank A/S 0.00% Reduce -65.0% 7,283 $634K
Atria Investments, Inc 0.01% Add +32.6% 7,219 $629K
Cibc World Markets Corp. 0.00% New 7,018 $611K
Creative Planning 0.00% Add +71.3% 6,921 $603K
Level Four Advisory Services, LLC 0.02% Add +0.4% 6,904 $601K
Gallagher Fiduciary Advisors, LLC 0.12% Add +17.2% 6,837 $595K
Fernwood Investment Management, LLC 0.21% Reduce -6.8% 6,825 $594K
Public Employees Retirement Association of Colorado 0.00% No change 6,635 $578K
Xponance LLC 0.01% Add +16.0% 6,572 $572K
Simplex Trading, LLC 0.02% Add +58.9% 6,528 $568K
Jefferies Financial Group Inc. 0.01% Reduce -36.2% 6,428 $560K
NewEdge Advisors, LLC 0.00% Add +188.8% 6,363 $554K
Bokf, NA 0.01% Add +5.2% 6,311 $534K
Point72 (DIFC) Ltd 0.05% New 6,079 $529K
Shell Asset Management Co. 0.02% Reduce -0.1% 6,064 $528K
HighTower Advisors, LLC 0.00% Add +74.8% 5,823 $507K
Samalin Investment Counsel, LLC 0.21% Add +1.5% 5,613 $489K
Entropy Technologies, LP 0.05% Add +38.9% 5,556 $484K
Jain Global LLC 0.01% — 5,526 $481K
Vinva Investment Management Ltd 0.02% New 3,395 $474K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.3% 5,385 $469K
Leonteq Securities AG 0.05% Reduce -0.1% 5,378 $468K
Tidal Investments LLC 0.00% Reduce -71.9% 5,342 $465K
Vise Technologies, Inc. 0.04% Reduce -7.4% 5,323 $464K
Praxis Investment Management Inc. 0.03% Reduce -41.3% 5,270 $459K
Great Lakes Advisors, LLC 0.00% Add +0.1% 5,262 $458K
Bryce Point Capital, LLC 0.13% — 5,242 $456K
Ethic Inc. 0.01% New 5,229 $455K
AEGON ASSET MANAGEMENT UK Plc 0.01% No change 5,176 $450K
Cerity Partners LLC 0.00% Reduce -38.5% 4,935 $446K
Mariner, LLC 0.00% Add +14.9% 5,086 $443K
Point72 Asia (Singapore) Pte. Ltd. 0.11% New 4,792 $417K
Orion Porfolio Solutions, LLC 0.00% Add +72.2% 4,769 $415K
Orion Portfolio Solutions, LLC 0.00% Add +72.2% 4,769 $415K
Meriwether Wealth & Planning, LLC 0.29% — 4,738 $413K
Ariadne Wealth Management, LP 0.19% Add +23.9% 4,370 $406K
Western Wealth Management, LLC 0.02% Add +0.4% 4,643 $404K
TCFG Wealth Management, LLC 0.20% Reduce -16.2% 4,543 $396K
Avantax Advisory Services, Inc. 0.00% Add +7.0% 4,451 $388K
Caprock Group, LLC 0.01% Add +4.3% 4,218 $367K
Innealta Capital, LLC 0.18% No change 4,194 $365K
Integrated Wealth Concepts LLC 0.00% Add +2.4% 4,108 $358K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.0% 4,088 $356K
GWN Securities Inc. 0.09% — 3,904 $349K
RWC Asset Management LLP 0.02% Reduce -16.3% 3,986 $347K
LVZ, Inc. 0.04% Add +27.0% 3,962 $345K
DGS Capital Management, LLC 0.09% Reduce -25.1% 3,924 $342K
Jones Financial Companies LLLP 0.00% Reduce -3.2% 3,895 $339K
Neuberger Berman Group LLC 0.00% Reduce -22.7% 3,829 $333K
Twinbeech Capital LP 0.01% Reduce -87.1% 3,808 $332K
Cornercap Investment Counsel Inc. 0.11% No change 3,789 $330K
Tower Research Capital LLC (TRC) 0.01% Add +826.2% 3,751 $327K
NewEdge Wealth, LLC 0.01% New 3,635 $317K
Savant Capital, LLC 0.00% Add +7.5% 3,624 $316K
Williamson Legacy Group, LLC 0.21% New 3,617 $315K
Gotham Asset Management 0.00% No change 3,594 $313K
Truist Financial Corp. 0.00% Add +1.1% 3,571 $311K
Triumph Capital Management 0.11% Reduce -22.9% 3,560 $310K
Paragon Capital Management Ltd 0.06% Reduce -1.5% 3,511 $306K
Focus Financial Network, Inc. 0.01% Add +0.1% 3,458 $301K
Forum Financial Management, LP 0.01% Add +27.9% 3,447 $300K
Dynamic Technology Lab Private Ltd 0.05% New 3,418 $298K
Silver Oak Securities, Incorporated 0.03% Add +0.6% 3,391 $294K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -44.9% 3,359 $293K
Comprehensive Financial Consultants Institutional, Inc. 0.10% No change 3,234 $282K
AlphaQuest LLC 0.04% Reduce -43.7% 3,165 $276K
PNC Financial Services Group, Inc. 0.00% Add +6.8% 3,118 $272K
Wolverine Trading, LLC 0.01% Reduce -8.5% 3,110 $270K
Marcum Wealth, LLC 0.02% Add +0.5% 3,070 $267K
National Bank of Canada 0.00% New 2,999 $261K
Man Group plc 0.00% Reduce -52.5% 3,001 $261K
Sage Rhino Capital LLC 0.06% Add +0.7% 2,947 $257K
Concorde Asset Management, LLC 0.13% Reduce -14.7% 2,900 $253K
Ameriflex Group, Inc. 0.11% — 2,650 $250K
Arete Wealth Advisors, LLC 0.02% Add +0.2% 2,859 $249K
Private Trust Co. NA 0.03% No change 2,845 $248K
Shelton Capital Management 0.01% No change 2,817 $245K
Headlands Technologies LLC 0.02% Add +114.3% 2,807 $244K
Sequoia Financial Advisors, LLC 0.00% Add +2.7% 2,745 $239K
IFP Advisors, Inc 0.01% Add +7.2% 2,692 $235K
Evelyn Partners Investment Management LLP 0.01% — 2,634 $229K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.6% 2,569 $224K
Glenmede Trust Co. NA 0.00% Reduce -24.8% 2,528 $220K
Belpointe Asset Management LLC 0.01% Add +0.1% 2,417 $217K
Brookstone Capital Management 0.00% New 2,461 $214K
Choreo, LLC 0.00% New 2,459 $213K
Seeds Investor LLC 0.06% Add +4.5% 2,369 $206K
GTS Securities LLC 0.01% New 2,368 $206K
Gladstone Institutional Advisory LLC 0.01% No change 2,365 $206K
Oppenheimer Asset Management Inc. 0.00% Reduce -26.8% 2,362 $206K
Corton Capital Inc. 0.12% New 2,350 $205K
Forvis Mazars Wealth Advisors, LLC 0.00% New 2,328 $203K
Nomura Asset Management Co. Ltd. 0.00% No change 2,130 $185K
SG Americas Securities, LLC 0.00% Reduce -81.6% 1,999 $174K
Covestor Ltd 0.11% Add +28.1% 1,986 $173K
Cwm, LLC 0.00% Add +10.2% 1,830 $159K
Global Retirement Partners, LLC 0.00% Reduce -4.9% 1,808 $157K
GAMMA Investing LLC 0.01% Add +7.1% 1,778 $155K
Fifth Third Bancorp 0.00% Add +0.7% 1,660 $145K
CIBC Private Wealth Group LLC 0.00% Add +904.0% 1,486 $132K
Farther Finance Advisors, LLC 0.00% Reduce -6.0% 1,499 $130K
R Squared Ltd 0.12% — 1,447 $126K
CI Investments Inc. 0.00% Reduce -22.1% 1,360 $118K
Harbor Capital Advisors, Inc. 0.01% Reduce -14.4% 1,328 $116K
TrinityBridge Ltd 0.00% No change 1,197 $104K
Raiffeisen Bank International AG 0.00% — 1,137 $99K
Smartleaf Asset Management LLC 0.01% Reduce -46.9% 1,072 $93K
Farmers & Merchants Investments Inc. 0.00% No change 1,046 $91K
Hexagon Capital Partners LLC 0.02% Reduce -15.2% 990 $86K
C M Bidwell & Associates Ltd. 0.05% Reduce -3.8% 970 $84K
Kapitalo Investimentos Ltda 0.05% New 902 $79K
Blue Trust, Inc. 0.00% Add +114.5% 798 $69K
Plato Investment Management Ltd 0.00% Reduce -73.5% 755 $66K
Steward Partners Investment Advisory, LLC 0.00% Add +3.8% 735 $64K
Spire Wealth Management 0.00% Reduce -12.5% 700 $61K
Geneos Wealth Management Inc. 0.00% Reduce -35.5% 682 $59K
Creative Financial Designs Inc. 0.00% Reduce -13.0% 644 $56K
Brown Shipley& Co Ltd 0.03% Reduce -25.1% 640 $56K
Group One Trading LLC 0.00% New 640 $56K
Caitong International Asset Management Co., Ltd 0.05% — 635 $55K
Lavaca Capital LLC 0.02% New 580 $51K
EverSource Wealth Advisors, LLC 0.00% Reduce -10.9% 530 $46K
SBI Securities Co., Ltd. 0.00% — 508 $44K
Platinum Investment Management Ltd. 0.00% Reduce -9.6% 488 $42K
Evelyn Partners Investment Management Services Ltd 0.01% — 457 $40K
Quadrant Capital Group LLC 0.00% Add +13.1% 448 $39K
Harbour Investments, Inc. 0.00% No change 421 $37K
Principal Securities, Inc. 0.00% Reduce -0.9% 415 $36K
Medallion Wealth Advisors, LLC 0.02% — 355 $31K
Hantz Financial Services, Inc. 0.00% Add +0.9% 338 $29K
Quarry LP 0.01% New 320 $28K
Continuum Advisory, LLC 0.00% No change 307 $27K
Empowered Funds, LLC 0.00% New 301 $26K
Bell Investment Advisors, Inc 0.00% Reduce -25.0% 276 $24K
WR Wealth Planners, LLC 0.01% No change 236 $21K
Bessemer Group Inc. 0.00% Add +61.8% 233 $20K
Signaturefd, LLC 0.00% Reduce -2.2% 223 $19K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 207 $18K
Versant Capital Management, Inc 0.00% Reduce -13.6% 210 $18K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 200 $17K
WealthCollab, LLC 0.01% No change 174 $15K
Matrix Trust Co 0.00% Add +6.4% 166 $14K
UMB Bank, n.a. 0.00% No change 156 $14K
TFC Financial Management, Inc. 0.00% New 150 $13K
Wellington Shields Capital Management, LLC 0.00% No change 138 $12K
Fortitude Family Office, LLC 0.00% Add +19.2% 124 $11K
Private Wealth Management Group, LLC 0.00% No change 122 $11K
Legacy Investment Solutions, LLC 0.01% Add +28.4% 113 $11K
Legacy Wealth Managment, LLC 0.01% Add +28.4% 113 $11K
Lindbrook Capital, LLC 0.00% Reduce -5.1% 112 $10K
Glen Eagle Advisors, LLC 0.00% No change 103 $9K
Brown Brothers Harriman & Co. 0.00% No change 97 $8K
Evelyn Partners Investment Management (Europe) Ltd 0.00% — 94 $8K
MAI Capital Management 0.00% New 93 $8K
Rakuten Securities, Inc. 0.00% Add +382.4% 82 $7K
Compagnie Lombard Odier SCmA 0.00% No change 82 $7K
Hemington Wealth Management 0.00% Add +56.4% 86 $7K
Rothschild Investment LLC 0.00% Add +6.7% 80 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Add +69.6% 78 $7K
First Horizon Advisors, Inc. 0.00% Reduce -22.8% 78 $7K
LRI Investments, LLC 0.00% Reduce -44.4% 70 $6K
Wilmington Savings Fund Society, FSB 0.00% No change 67 $6K
JFS Wealth Advisors, LLC 0.00% Add +6.5% 66 $6K
TD Waterhouse Canada Inc. 0.00% No change 64 $6K
LGT Financial Advisors LLC 0.01% No change 62 $5K
Union Bancaire Privee, UBP SA 0.00% — 66 $5K
High Note Wealth, LLC 0.00% New 50 $4K
Red Tortoise LLC 0.00% No change 47 $4K
Brooklyn Investment Group 0.00% New 46 $4K
Mather Group, Llc. 0.00% No change 45 $4K
Huntington National Bank 0.00% Add +100.0% 40 $3K
Westside Investment Management, Inc. 0.00% New 40 $3K
Parallel Advisors, LLC 0.00% Add +8.1% 40 $3K
Sound Income Strategies, LLC 0.00% No change 35 $3K
Avior Wealth Management, LLC 0.00% New 35 $3K
Whittier Trust Co. of Nevada Inc. 0.00% No change 30 $3K
Larson Financial Group LLC 0.00% Add +108.3% 25 $2K
Sunbelt Securities, Inc. 0.00% New 25 $2K
Allworth Financial LP 0.00% Reduce -13.0% 20 $2K
Graney & King, LLC 0.00% — 21 $2K
SJS Investment Consulting Inc. 0.00% Reduce -13.0% 20 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +11.8% 19 $2K
Picton Mahoney Asset Management 0.00% No change 14 $1K
Parkside Financial Bank & Trust 0.00% No change 8 $697
Bruce G. Allen Investments, LLC 0.00% No change 7 $610
Global Financial Private Client, LLC 0.00% New 5 $435
Abound Wealth Management 0.00% Reduce -33.3% 4 $349
CoreCap Advisors, LLC 0.00% Reduce -98.0% 4 $348
Parkworth Wealth Management, Inc. 0.00% — 3 $261
McIlrath & Eck, LLC 0.00% No change 3 $261
Fairman Group, LLC 0.00% No change 2 $174
Zions Bancorporation, N.A. 0.00% No change 1 $87

"% 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.