PARK AVENUE SECURITIES LLC JXN — JACKSON FINANCIAL INC

Ownership history in PARK AVENUE SECURITIES LLC  ·  4 quarters on record

AI Ownership Summary

PARK AVENUE SECURITIES LLC reported JACKSON FINANCIAL INC (JXN) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. 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 PARK AVENUE SECURITIES 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.

Freshest filing
Latest Reported Filing
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 PARK AVENUE SECURITIES LLC fund profile PARK AVENUE SECURITIES LLC full holdings
How PARK AVENUE SECURITIES LLC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,110 -3,804 -64.3% 0.00% $223 2026-04-07 $102.44
2025 Q3 ADDED — — — 5,914 +1,983 +50.4% 0.00% $599K 2025-10-23 $95.31
2025 Q2 ADDED — — — 3,931 +1,081 +37.9% 0.00% $349K 2025-07-14 $85.19
2025 Q1 INITIATED — — — 2,850 — — 0.00% $239K 2025-04-14 $69.81

🏢 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% LFG Wealth Partners, LLC 1.37% Blue Water Asset Management 1.36%

FAQ About PARK AVENUE SECURITIES LLC and JXN

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

How long has PARK AVENUE SECURITIES LLC reported owning JXN?

PARK AVENUE SECURITIES LLC reported JXN across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported JXN position in PARK AVENUE SECURITIES LLC's portfolio?

The largest reported portfolio weight for JXN was 0.00% in 2025 Q3.

What is the latest reported JXN position on this page?

The most recent filing on this page is 2026 Q1, when PARK AVENUE SECURITIES LLC reported 2,110 shares, equal to 0.00% of portfolio, with an estimated market value of $223.

What does the chart on this JXN ownership page compare?

The chart compares PARK AVENUE SECURITIES 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.

How well did PARK AVENUE SECURITIES LLC time their JXN position?

Based on 13F filing dates vs. subsequent JXN price moves, PARK AVENUE SECURITIES LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on JXN relative to SPY over the holding period was -90.7%.

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