Tactive Advisors, LLC JXN — JACKSON FINANCIAL INC

Ownership history in Tactive Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Tactive Advisors, LLC reported JACKSON FINANCIAL INC (JXN) in 7 quarterly 13F filings from 2025 Q2 through 2026 Q3. Peak portfolio weight reached 0.17% in 2025 Q2. The latest visible filing shows JXN at 0.12% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

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 Q3

JXN was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 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 Tactive Advisors, LLC fund profile Tactive Advisors, LLC full holdings
How Tactive Advisors, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 3,750 -150 -3.8% 0.12% $485K 2026-10-08 $133.06
2026 Q2 REDUCED 18.8% +29.6% ❌ 3,900 -900 -18.8% 0.10% $399K 2026-07-09 $110.07
2026 Q1 REDUCED 6.8% +0.1% ❌ 4,800 -350 -6.8% 0.14% $507K 2026-04-16 $104.54
2025 Q4 REDUCED 6.4% -0.0% ❌ 5,150 -350 -6.4% 0.16% $549K 2026-01-09 $114.62
2025 Q3 REDUCED 8.3% +7.2% ❌ 5,500 -500 -8.3% 0.16% $557K 2025-10-14 $96.40
2025 Q2 REDUCED 48.5% +15.9% ❌ 6,000 -5,650 -48.5% 0.17% $533K 2025-08-18 $90.29
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JXN

As of 2026 Q3 — sorted by position size

Davis Capital Management 3Y 0.05% Artemis Investment Management LLP 3Y 7Y 0.02% GAMMA Investing LLC 0.02% Versant Capital Management, Inc 3Y 7Y 0.01% Farther Finance Advisors, LLC 3Y 0.01% CoreCap Advisors, LLC 3Y 0.01% Noble Wealth Management PBC 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

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 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

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

The largest reported portfolio weight for JXN was 0.17% in 2025 Q2.

What is the latest reported JXN position on this page?

The most recent filing on this page is 2026 Q3, when Tactive Advisors, LLC reported 3,750 shares, equal to 0.12% of portfolio, with an estimated market value of $485K.

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.

How well did Tactive Advisors, LLC time their JXN position?

Based on 13F filing dates vs. subsequent JXN price moves, Tactive Advisors, LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on JXN relative to SPY over the holding period was +17.7%.

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