JXN in the 13F filings
Jackson Financial Inc · CUSIP 46817M107
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 22 Feb 2024
- latest of these filings; the earliest 12 Feb 2024
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 8 listed it in both
- Shares listed
- 8,293,578
- combined, among listed positions
- Reported value
- $425m
- combined, at the quarter end
Among the 93 comparable managers: 2 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing JXN in Q4 2023
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Associates Inc | 3,096,840 | $159m | under 0.1% | Trimmed | -656,475 | 16 Feb 2024 (the filing on sec.gov) |
| Dodge & Cox | 3,071,598 | $157m | 0.10% | Trimmed | -1,102,708 | 22 Feb 2024 (the filing on sec.gov) |
| Arrowstreet Capital LP | 748,175 | $38m | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Acadian Asset Management LLC | 449,738 | $23m | 0.09% | Trimmed | -8,752 | 13 Feb 2024 (the filing on sec.gov) |
| Man Group PLC | 405,450 | $21m | 0.06% | Trimmed | -180,740 | 14 Feb 2024 (the filing on sec.gov) |
| Two Sigma Advisers LP | 377,300 | $19m | under 0.1% | Trimmed | -313,400 | 14 Feb 2024 (the filing on sec.gov) |
| Caxton Associates LLP | 89,920 | $4.6m | 0.24% | Added | +16,630 | 14 Feb 2024 (the filing on sec.gov) |
| Capital World Investors | 44,327 | $2.3m | under 0.1% | Held | 0 | 13 Feb 2024 (the filing on sec.gov) |
| Winton Group Ltd | 10,230 | $524k | under 0.1% | Trimmed | -728 | 12 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Arrowstreet Capital LPnew position · 748,175 shares now+748,175
- Caxton Associates LLPexisting position · 89,920 shares now+16,630
Reductions
- Dodge & Coxexisting position · 3,071,598 shares now-1,102,708
- T. Rowe Price Associates Incexisting position · 3,096,840 shares now-656,475
- Two Sigma Advisers LPexisting position · 377,300 shares now-313,400
- Man Group PLCexisting position · 405,450 shares now-180,740
- Acadian Asset Management LLCexisting position · 449,738 shares now-8,752
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2021 | 7 | $187m | n.a. | n.a. |
| Q4 2021 | 6 | $298m | n.a. | n.a. |
| Q1 2022 | 8 | $311m | n.a. | n.a. |
| Q2 2022 | 5 | $200m | n.a. | n.a. |
| Q3 2022 | 8 | $390m | n.a. | n.a. |
| Q4 2022 | 10 | $488m | n.a. | n.a. |
| Q1 2023 | 9 | $523m | n.a. | n.a. |
| Q2 2023 | 12 | $418m | n.a. | n.a. |
| Q3 2023 | 10 | $400m | n.a. | n.a. |
| Q4 2023 | 9 | $425m | 2 | 6 |
| Q1 2024 | 10 | $348m | 7 | 3 |
| Q2 2024 | 10 | $261m | 4 | 5 |
| Q3 2024 | 5 | $297m | 2 | 2 |
| Q4 2024 | 7 | $267m | 2 | 4 |
| Q1 2025 | 9 | $269m | 6 | 3 |
| Q2 2025 | 7 | $254m | 3 | 4 |
| Q3 2025 | 10 | $343m | 6 | 4 |
| Q4 2025 | 9 | $421m | 13 | 17 |
| Q1 2026 | 8 | $328m | 14 | 18 |
| Q2 2026 | 8 | $312m | 18 | 12 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
JXN and V →JXN and AXP →JXN and BAC →Choose a stock to compare with JXN →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own JXN, latest filings →Back to the 13F Explorer →