JXN — JACKSON FINANCIAL INC

Ownership history in INCEPTIONR LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC reported a position in JACKSON FINANCIAL INC (JXN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q3)
Avg. % of fund
0.11%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,669 -756 -13.9% 0.11% $473K $99.56
2025 Q2 INITIATED 5,425 — — 0.11% $482K $86.61
% of Fund (quarterly)    JXN price (monthly, adj. close)

Other funds also holding JXN

As of 2025 Q4 — sorted by position size

Four Tree Island Advisory LLC 13.31% DONALD SMITH & CO., INC. 3Y 7Y 3.9% MILLER VALUE PARTNERS, LLC 3Y 7Y 3.24% Gator Capital Management, LLC 3Y 7Y 2.23% IBEX WEALTH ADVISORS 3Y 7Y 2.05% Blue Water Asset Management 1.44% EASTERLY INVESTMENT PARTNERS LLC 3Y 1.4% Carson Advisory Inc. 3Y 1.23% Accordant Advisory Group Inc 1.16% Poehling Capital Management, INC. 3Y 7Y 1.03%
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