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 |
|---|---|---|---|---|---|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
1,012
shares
|
$88,671
0.0% of portfolio
|
Q1 2025
Reduced 15.46%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
945
shares
|
$82,800
0.02% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
943
shares
|
$82,625
0.05% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
830
shares
|
$72,724
0.01% of portfolio
|
Q2 2025
Added 50.91%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
803
shares
|
$70,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
735
shares
|
$64,400
0.0% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
733
shares
|
$64,225
0.0% of portfolio
|
Q1 2025
Reduced 43.79%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
700
shares
|
$61,334
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
665
shares
|
$58,267
0.0% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
648
shares
|
$56,777
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
640
shares
|
$56,076
0.03% of portfolio
|
Q4 2024
Reduced 25.06%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
600
shares
|
$52,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
586
shares
|
$51,345
0.0% of portfolio
|
Q1 2025
Added 10.57%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
525
shares
|
$46,000
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
505
shares
|
$44,248
0.0% of portfolio
|
Q2 2025
Added 1342.86%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
500
shares
|
$43,810
0.01% of portfolio
|
Q1 2025
Added 986.96%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
452
shares
|
$39,604
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
450
shares
|
$39,429
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
431
shares
|
$37,764
0.0% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
421
shares
|
$36,888
0.0% of portfolio
|
Q2 2024
Reduced 32.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
415
shares
|
$36,362
0.0% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
343
shares
|
$30,053
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
326
shares
|
$28,564
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
307
shares
|
$26,899
0.0% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
276
shares
|
$24,183
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|