JXN β€” JACKSON FINANCIAL INC

Ownership history in Tactive Advisors, LLC  Β·  5 quarters on record

AI Ownership Summary

Tactive Advisors, LLC reported JACKSON FINANCIAL INC (JXN) in 5 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.41% in 2024 Q1. The latest visible filing shows JXN at 0.14% 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 Tactive Advisors, 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 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2024 Q1

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

Time in book
Holding Window
2024 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.

How Tactive Advisors, LLC held JXN β€” position size vs. price
% of Fund (quarterly)    JXN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,800 -350 -6.8% 0.14% $507K 2026-04-16 $106.12
2025 Q4 REDUCED 5,150 -350 -6.4% 0.16% $549K 2026-01-09 $116.35
2025 Q3 REDUCED 5,500 -500 -8.3% 0.16% $557K 2025-10-14 $97.86
2025 Q2 REDUCED 6,000 -5,650 -48.5% 0.17% $533K 2025-08-18 $91.65
2024 Q1 INITIATED 11,650 β€” β€” 0.41% $771K 2024-06-04 $68.02

FAQ About Tactive Advisors, 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 Tactive Advisors, LLC reported owning JXN?

Tactive Advisors, LLC reported JXN across 5 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported JXN position in Tactive Advisors, LLC's portfolio?

The largest reported portfolio weight for JXN was 0.41% in 2024 Q1.

What is the latest reported JXN position on this page?

The most recent filing on this page is 2026 Q1, when Tactive Advisors, LLC reported 4,800 shares, equal to 0.14% of portfolio, with an estimated market value of $507K.

What does the chart on this JXN ownership page compare?

The chart compares Tactive Advisors, 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.

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