Jackson Financial Ownership | Who Owns Jackson Financial?
Jackson Financial Ownership Summary
Jackson Financial is owned by 87.50% institutional investors, 1.27% insiders, and 11.23% retail investors. Vanguard group is the largest institutional shareholder, holding 12.81% of JXN shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.42% of its assets in Jackson Financial shares.
JXN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Jackson Financial | 87.50% | 1.27% | 11.23% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Life Insurance Stocks | 60.14% | 7.66% | 32.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.00M | 12.81% | $742.50M |
| Blackrock | 7.41M | 9.49% | $549.98M |
| Dimensional fund advisors lp | 4.47M | 5.73% | $332.03M |
| First trust advisors lp | 3.81M | 4.88% | $283.15M |
| State street | 3.11M | 3.99% | $231.22M |
| Hsbc | 2.21M | 2.83% | $165.97M |
| Donald smith | 2.17M | 2.79% | $161.49M |
| Geode capital management | 1.94M | 2.49% | $144.21M |
| American century companies | 1.62M | 2.08% | $120.53M |
| Goldman sachs group | 1.58M | 2.03% | $117.59M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Miller value partners | 145.84K | 6.92% | $10.83M |
| Gator capital management | 120.67K | 4.55% | $8.96M |
| Donald smith | 2.17M | 4.12% | $161.49M |
| Mangrove partners | 691.87K | 3.94% | $51.38M |
| Lingohr & partner asset management gmbh | 11.08K | 2.06% | $823.00K |
| Denali advisors | 93.60K | 1.90% | $6.95M |
| Carson advisory | 35.78K | 1.86% | $2.66M |
| Alexander labrunerie | 35.74K | 1.43% | $2.65M |
| Kendall capital management | 50.40K | 1.25% | $3.74M |
| Poehling capital management | 54.99K | 1.12% | $4.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.13M | 0.01% | 1.13M |
| Acadian asset management | 1.22M | 0.28% | 724.15K |
| Allianz asset management gmbh | 764.84K | 0.08% | 468.86K |
| Lsv asset management | 439.34K | 0.07% | 422.18K |
| Geode capital management | 1.94M | 0.01% | 242.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 1.27M | 0.01% | -1.19M |
| Vanguard group | 10.00M | 0.01% | -516.84K |
| Ruffer llp | - | - | -481.71K |
| Hsbc | 2.21M | 0.10% | -371.76K |
| First trust advisors lp | 3.81M | 0.29% | -287.77K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.13M | 0.01% | 1.13M | $83.63M |
| Churchill management | 159.36K | 0.14% | 159.36K | $11.83M |
| Segall bryant & hamill | 85.64K | 0.11% | 85.64K | $6.36M |
| Axa | 76.60K | 0.02% | 76.60K | $5.69M |
| Mirae asset global etfs | 61.15K | 0.01% | 61.15K | $4.54M |
Sold Out
| Holder | Change |
|---|---|
| Gradient investments | -1.00 |
| Wetzel investment advisors | -1.00 |
| Sugarloaf wealth management | -3.00 |
| Sachetta | -15.00 |
| Nelson, van denburg & campbell wealth management group | -20.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 415 | 4.80% | 67,027,311 | -2.01% | 87 | 1.10% | 200 | 9.29% | 154 | -2.53% |
| Jun 30, 2024 | 392 | 4.53% | 68,367,857 | 0.14% | 87 | 1.16% | 181 | 2.84% | 157 | 12.95% |
| Mar 31, 2024 | 375 | 6.23% | 68,271,483 | -1.35% | 86 | 1.24% | 176 | -3.83% | 139 | 17.80% |
| Dec 31, 2023 | 353 | 17.28% | 69,203,564 | -1.15% | 83 | 1.16% | 183 | 9.58% | 118 | 38.82% |
| Sep 30, 2023 | 301 | 4.51% | 70,006,782 | 6.79% | 84 | 1.35% | 167 | 3.09% | 85 | 18.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4.77M | 6.42% | - |
| First Trust Rising Dividend Achiev ETF | 2.68M | 3.56% | 1.30K |
| Vanguard Total Stock Mkt Idx Inv | 2.38M | 3.20% | -8.06K |
| Donald Smith & Co. All Eq Accounts Comp | 1.98M | 2.64% | -172.57K |
| Vanguard Small Cap Index | 1.89M | 2.54% | 3.70K |
| iShares Russell 2000 ETF | 1.72M | 2.31% | - |
| Vanguard Small Cap Value Index Inv | 1.27M | 1.71% | -440.00 |
| Avantis US Small Cap Value ETF | 1.26M | 1.69% | - |
| DFA US Small Cap Value I | 1.24M | 1.64% | 6.42K |
| Vanguard Equity-Income Inv | 1.16M | 1.54% | -173.34K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 12, 2024 | Ganguly Devkumar Dilip | EVP & Chief Operating Officer | Sell | $1.11M |
| Sep 19, 2024 | Chelko Carrie | EVP and General Counsel | Sell | $502.20K |
| Aug 13, 2024 | Romine Scott | President and CEO, JNLD | Sell | $825.20K |
| Aug 13, 2024 | Noles Russell G | - | Buy | $59.00K |
| Jun 18, 2024 | Romine Scott | President and CEO, JNLD | Sell | $854.52K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | 1 | 2 |
| 2024 Q2 | 2 | 3 |
| 2024 Q1 | 1 | - |
| 2023 Q4 | - | 3 |
JXN Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools