# JACKSON FINANCIAL INC (JXN-PA) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 46817M107
Page URL: https://superinvestorclub.com/stock/JXN-PA
Last updated: 2026-08-29T13:47:44.215Z

## Summary

As of the most recent 13F filing period, JACKSON FINANCIAL INC (JXN-PA) is held by 3 tracked superinvestors with an aggregate position value of $198.5M representing 017891048014268945 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Donald Smith & Co](https://superinvestorclub.com/manager/17) | Donald Smith & Co., Inc. | 1789104 | $183.2M | 3.24% | 2026-06-30 |
| 2 | [Bill Miller](https://superinvestorclub.com/manager/72) | Miller Value Partners | 80142 | $8.2M | 1.94% | 2026-06-30 |
| 3 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 68945 | $7.1M | 0.03% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $55.4M aggregate, 01450213 shares
- 2023-12-31: 2 holders, $258.6M aggregate, 030715981979189 shares
- 2024-03-31: 2 holders, $167.3M aggregate, 02376476152610 shares
- 2024-06-30: 2 holders, $172.3M aggregate, 02174622145835 shares
- 2024-09-30: 2 holders, $194.5M aggregate, 02001396130335 shares
- 2024-12-31: 2 holders, $147.6M aggregate, 01557289137370 shares
- 2025-03-31: 2 holders, $149.7M aggregate, 01666047120950 shares
- 2025-06-30: 2 holders, $162.0M aggregate, 01699087124995 shares
- 2025-09-30: 3 holders, $220.2M aggregate, 0196462411720693825 shares
- 2025-12-31: 3 holders, $229.5M aggregate, 0195440011174286150 shares
- 2026-03-31: 3 holders, $217.9M aggregate, 018923978803880680 shares
- 2026-06-30: 3 holders, $198.5M aggregate, 017891048014268945 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "JACKSON FINANCIAL INC (JXN-PA) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/JXN-PA), aggregating SEC 13F, Form 4, and congressional disclosures."