JXN-PA
Jackson Financial Inc. · Financial Services · Insurance - Life
Momentum inputs (comparable managers):
holder breadth +21.4% ·
share flow -1.4% ·
net new positions +17.6%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | The Vanguard Group ✦ (passive) | 9.71M | n/a | $861.81M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 6.98M | n/a | $620.02M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 3 | State Street Global Advisors ✦ (passive) | 3.00M | -5.0% | $266.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.74M | -2.8% | $154.44M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 1.15M | -12.2% | $102.13M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 1.07M | -3.8% | $95.36M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 387.78K | -11.3% | $34.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Millennium Management ✦ | 316.62K | -51.9% | $28.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 206.67K | New | $18.35M | 0.0% | New | 1 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 126.20K | New | $11.21M | 0.0% | New | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 117.67K | +242.3% | $10.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 98.03K | +6.4% | $8.70M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 13 | T. Rowe Price ✦ | 65.88K | +8.1% | $5.85M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 14 | Capital World Investors ✦ | 44.33K | 0.0% | $3.94M | 0.0% | Held | 5 | SEC ↗ |
| 15 | Marshall Wace ✦ | 11.10K | New | $985,569 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 8.21K | n/a | $728,601 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Gotham Asset Management ✦ | 3.60K | +0.1% | $319,289 | 0.0% | ▲ Add | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $18.35M | 0.0% |
| Renaissance Technologies | $11.21M | 0.0% |
| Marshall Wace | $985,569 | 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.