JXN-PA
Jackson Financial Inc. · Financial Services · Insurance - Life
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +3.2% ·
net new positions +9.1%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | +1 | 262.81K | $34.08M | +1 | n/a |
| Q2 2026 | 126 | +2 | 41.82M | $4.30B | +6 | −3 |
| Q1 2026 | 126 | -2 | 40.88M | $4.33B | +4 | −7 |
| Q4 2025 | 127 | 0 | 49.79M | $5.31B | +1 | n/a |
| Q3 2025 | 18 | -1 | 27.87M | $2.82B | +2 | −4 |
| Q2 2025 | 17 | +3 | 25.04M | $2.22B | +3 | n/a |
| Q1 2025 | 11 | +1 | 8.71M | $730.06M | +1 | n/a |
| Q4 2024 | 10 | -2 | 8.43M | $740.21M | +1 | −3 |
| Q3 2024 | 11 | +1 | 4.96M | $456.29M | +2 | −1 |
| Q2 2024 | 10 | n/a | 6.16M | $457.21M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 3.16M | -6.1% | $264.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.79M | -14.8% | $150.47M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passive) | 1.31M | +15.6% | $109.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Arrowstreet Capital ✦ | 1.12M | -22.0% | $93.56M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | Millennium Management ✦ | 658.47K | +296.7% | $55.17M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 437.45K | +1075.9% | $36.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 92.10K | -8.8% | $7.72M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 8 | T. Rowe Price ✦ | 60.96K | +11.2% | $5.11M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 9 | Capital World Investors ✦ | 44.33K | 0.0% | $3.71M | 0.0% | Held | 4 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 34.38K | New | $2.88M | 0.0% | New | 1 | SEC ↗ |
| 11 | Gotham Asset Management ✦ | 3.59K | 0.0% | $301,105 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $2.88M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 506 holders, 61.96M shares, $6.17B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.