Institutional Ownership Jackson Financial Inc. (JXN)
This table provides information about the institutional ownership of Jackson Financial Inc. (JXN). We have compiled data on the 493 institutions that hold shares in the stock, with a total of 64.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
4,800
shares
|
$418,992
0.17% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
4,731
shares
|
$412,968
0.02% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
4,719
shares
|
$411,921
0.06% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
4,710
shares
|
$411,135
0.02% of portfolio
|
Q1 2025
Reduced 43.86%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
4,619
shares
|
$403,192
0.26% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
4,518
shares
|
$394,376
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,390
shares
|
$383,203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,286
shares
|
$374,124
0.01% of portfolio
|
Q1 2025
Added 17.91%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
4,207
shares
|
$367,229
0.18% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,135
shares
|
$360,944
0.0% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
4,043
shares
|
$352,913
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
4,014
shares
|
$350,382
0.0% of portfolio
|
Q1 2025
Added 69.94%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
4,000
shares
|
$349,160
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
3,990
shares
|
$348,287
0.12% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,971
shares
|
$346,628
0.0% of portfolio
|
Q1 2025
Reduced 37.59%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,931
shares
|
$343,136
0.0% of portfolio
|
Q2 2025
Added 37.93%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
3,924
shares
|
$342,525
0.09% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,921
shares
|
$342,264
0.01% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,791
shares
|
$330,916
0.01% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,778
shares
|
$329,781
0.02% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
3,698
shares
|
$322,798
0.44% of portfolio
|
Q1 2024
Reduced 59.67%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,697
shares
|
$322,711
0.03% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
3,628
shares
|
$316,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
3,594
shares
|
$313,720
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
3,587
shares
|
$313,109
0.12% of portfolio
|
Q1 2025
New holding
|