Four Tree Island Advisory LLC reported JACKSON FINANCIAL INC (JXN) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 13.7% in 2025 Q1. The latest visible filing shows JXN at 12.37% 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.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Four Tree Island Advisory LLC'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.
JXN was reported at 12.37% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
As of 2026 Q1 — sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
Four Tree Island Advisory LLC reported JXN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.
The largest reported portfolio weight for JXN was 13.70% in 2025 Q1.
The most recent filing on this page is 2026 Q1, when Four Tree Island Advisory LLC reported 231,842 shares, equal to 12.37% of portfolio, with an estimated market value of $24.5M.
The chart compares Four Tree Island Advisory LLC'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.
Based on 13F filing dates vs. subsequent JXN price moves, Four Tree Island Advisory LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on JXN relative to SPY over the holding period was +5.8%.