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JXN

JXN Quarterly Institutional 13F Update

Jackson Financial Inc-a

+$1.4B

Net Activity

Data as of: 2026-03-31

Institutions Holding

511

Popularity Rank

#1076

Avg Weight

0.14%

Total Value

$6.6B

Ownership Trend

511 institutions currently hold JXN, with 239 net buyers and 245 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

245

Net Buying Institutions

239

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$729.5M
VP
Vanguard Portfolio Management LLC
$577.6M
TG
Tpg Gp A, LLC
$498.5M
DF
Dimensional Fund Advisors LP
$429.2M
VC
Vanguard Capital Management LLC
$333.5M

Top 5 by Conviction

TG
Tpg Gp A, LLC
13.55%
FT
Four Tree Island Advisory LLC
12.37%
DS
Donald Smith & Co., INC.
3.60%
IW
Ibex Wealth Advisors
1.97%
EI
Easterly Investment Partners LLC
1.69%
View all 511 holding institutions

Across its top 20 institutional holders, JXN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 23/100).

Quarterly Activity

Recent Activity

+$4.1B

Total Buy Value

$2.1B

Total Sell Value

New buy52
Trim188
Add187
Sold out57

239

Net Buyers

245

Net Sellers

Smart Money Convergence

JXN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/JXN

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

2

Filings (14d)

Data as of 2026-07-22
2026-07-22

AI summary pending

View Full Filing (SEC EDGAR)
2026-07-01

Jackson Financial Inc. entered into a new $1.25 billion unsecured revolving credit agreement on June 30, 2026, replacing its previous $1 billion facility. The credit line matures in 2031 with possible extensions and provides funds for working capital and general corporate purposes, with a $500 million sub-limit for letters of credit and the ability to increase commitments by another $500 million. Interest rates are based on the base rate or Term SOFR plus a margin that depends on the company's credit ratings.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

46817M107

FAQ

Who are the top institutional investors holding JACKSON FINANCIAL INC-A (JXN)?
Major stakeholders currently include BlackRock, Inc. ($729.5M), Vanguard Portfolio Management LLC ($577.6M), Tpg Gp A, LLC ($498.5M). Based on the latest 13F filings, there are a total of 511 tracked investment funds and institutions maintaining positions in JXN.
What is the overall institutional sentiment toward JXN recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.4B, driven by 239 managers accumulating shares while 245 reduced their exposure.
Which institutions have been selling or reducing their JXN positions?
In the latest period, 188 funds trimmed their holdings, and 57 managers completely exited their positions. The aggregate reported sell value was $2.1B.
Are there any notable investors adding JXN to their portfolios?
Yes, buying activity remains notable. 52 institutions opened new positions in {ticker}, and 187 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.1B.

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Developer Access

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