JXN-PA
Jackson Financial Inc. · Financial Services · Insurance - Life
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow 0.0% ·
net new positions -11.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 124 | +2 | 41.71M | $4.29B | +6 | −5 |
| Q1 2026 | 126 | -2 | 40.88M | $4.33B | +4 | −7 |
| Q4 2025 | 127 | 0 | 49.79M | $5.31B | +1 | — |
| Q3 2025 | 18 | -1 | 27.87M | $2.82B | +2 | −4 |
| Q2 2025 | 17 | +3 | 25.04M | $2.22B | +3 | — |
| Q1 2025 | 11 | +1 | 8.71M | $730.06M | +1 | — |
| Q4 2024 | 10 | -2 | 8.43M | $740.21M | +1 | −3 |
| Q3 2024 | 11 | +1 | 4.96M | $456.29M | +2 | −1 |
| Q2 2024 | 10 | — | 6.16M | $457.21M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 9.45M | -2.7% | $956.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 6.91M | -1.0% | $699.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 3 | State Street Global Advisors ✦ (passive) | 2.96M | -1.3% | $299.99M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 1.80M | — | $181.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Geode Capital Management ✦ (passive) | 1.72M | -1.1% | $174.11M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 1.13M | — | $114.25M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 7 | Arrowstreet Capital ✦ | 1.07M | -0.6% | $108.05M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.06M | — | $106.89M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 9 | Citadel Advisors ✦ | 478.06K | +23.3% | $48.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | Millennium Management ✦ | 346.20K | +9.3% | $35.05M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 232.62K | +97.7% | $23.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 206.43K | New | $20.90M | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 181.79K | +85.4% | $18.40M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 14 | D. E. Shaw & Co. ✦ | 135.89K | -34.2% | $13.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 117.21K | New | $11.86M | 0.0% | New | 1 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 67.90K | +3.1% | $6.87M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 17 | Fidelity (FMR) ✦ | 8.88K | +8.2% | $899,197 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Gotham Asset Management ✦ | 3.60K | 0.0% | $364,023 | 0.0% | Held | 6 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $20.90M | 0.0% |
| Bridgewater Associates | $11.86M | 0.0% |
Exited
| Norges Bank | $102.13M | was 0.0% |
| Renaissance Technologies | $11.21M | was 0.0% |
| Capital World Investors | $3.94M | was 0.0% |
| Marshall Wace | $985,569 | was 0.0% |
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.