CI INVESTMENTS INC. JXN — JACKSON FINANCIAL INC

Ownership history in CI INVESTMENTS INC.  ·  8 quarters on record

AI Ownership Summary

CI INVESTMENTS INC. reported JACKSON FINANCIAL INC (JXN) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows JXN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JXN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CI INVESTMENTS INC.'s position in JACKSON FINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JXN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JXN stock page CI INVESTMENTS INC. fund profile CI INVESTMENTS INC. full holdings
How CI INVESTMENTS INC. held JXN — position size vs. price
% of Fund (quarterly)    JXN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 26.7% +7.2% ❌ 774 -282 -26.7% 0.00% $78K 2025-11-12 $93.06
2025 Q2 REDUCED 21.2% +15.9% ❌ 1,056 -284 -21.2% 0.00% $94K 2025-08-12 $91.97
2025 Q1 REDUCED — — — 1,340 -20 -1.5% 0.00% $112K 2025-05-13 $86.21
2024 Q4 REDUCED 22.2% -2.8% ✅ 1,360 -387 -22.2% 0.00% $118K 2025-02-12 $87.68
2024 Q3 ADDED — — — 1,747 +228 +15.0% 0.00% $159K 2024-11-12 $104.45
2024 Q2 ADDED — — — 1,519 +102 +7.2% 0.00% $113K 2024-08-12 $77.07
2024 Q1 ADDED — — — 1,417 +257 +22.2% 0.00% $94K 2024-05-13 $70.29
2023 Q4 INITIATED — — — 1,160 — — 0.00% $59K 2024-02-12 $48.56

🏢 Other funds also holding JXN

As of 2026 Q1 — sorted by position size

TPG GP A, LLC 3Y 13.55% Four Tree Island Advisory LLC 12.37% DONALD SMITH & CO., INC. 3Y 7Y 3.6% Gator Capital Management, LLC 3Y 7Y 2.29% MILLER VALUE PARTNERS, LLC 3Y 7Y 2.23% IBEX WEALTH ADVISORS 3Y 7Y 1.97% EASTERLY INVESTMENT PARTNERS LLC 3Y 7Y 1.69% Philadelphia Financial Management of San Francisco, LLC 3Y 7Y 1.53% Blue Water Asset Management 1.36% LeClair Wealth Partners LLC 1.36%

FAQ About CI INVESTMENTS INC. and JXN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CI INVESTMENTS INC. reported owning JXN?

CI INVESTMENTS INC. reported JXN across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported JXN position in CI INVESTMENTS INC.'s portfolio?

The largest reported portfolio weight for JXN was 0.00% in 2024 Q3.

What is the latest reported JXN position on this page?

The most recent filing on this page is 2025 Q3, when CI INVESTMENTS INC. reported 774 shares, equal to 0.00% of portfolio, with an estimated market value of $78K.

What does the chart on this JXN ownership page compare?

The chart compares CI INVESTMENTS INC.'s quarterly JXN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CI INVESTMENTS INC. time their JXN position?

Based on 13F filing dates vs. subsequent JXN price moves, CI INVESTMENTS INC. correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on JXN relative to SPY over the holding period was +20.0%.

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