Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JACKSON FINANCIAL INC (JXN)

481 + Investors. Track Smart Money conviction in JXN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
10Q ▲
Buyers last Q
51%

Smart Money Signals — JXN

Based on 473 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added JXN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
473 hedge funds hold JXN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+68 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

235 buying229 selling
Last quarter: 235 funds bought or added vs 229 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new JXN position: 66 → 64 → 64 → 72. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 28% medium ■ 22% new
235 out of 473 hedge funds have held JXN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~72 new funds/quarter

65 → 66 → 64 → 64 → 72 new funds/Q
New funds entering each quarter: 66 → 64 → 64 → 72. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 19% 1-2yr ■ 28% new
Of 481 current holders: 255 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
40 of 473 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in JXN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: JXN

How many hedge funds hold JXN — quarterly history vs. share price
Quarterly hedge fund ownership of JXN vs. share price

Market Analysis: JXN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JXN

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

68 top-rated funds 5 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: JXN
2026 Q1 Stats Unlock in 16 days 481 + Investors

Track Smart Money conviction in JXN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 481 459 4.79%
13F Shares 60M 59M 0.35%
Total Value $6.36B $6.01B 5.84%
New Positions 72 64 +8
Increased Positions 174 165 +9
Closed Positions 50 45 +5
Reduced Positions 195 192 +3
Total Calls 5 9 -44.44%
Total Puts 5 5 -
PUT/CALL Ratio 1.0 0.56 Neutral

Statistics: JXN

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

481 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JXN. Verified SEC 13F-HR filings.

Top 25 institutional holders of JXN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IBEX WEALTH ADVISORS 1.97% 199,723 $21.1M
2 Huntleigh Advisors, Inc. 1.04% 57,638 $6.1M
3 Poehling Capital Management, INC. 1.04% 46,610 $4.9M
4 Kendall Capital Management 0.74% 34,252 $3.6M
5 WEDGE CAPITAL MANAGEMENT L L P/NC 0.57% 291,691 $30.8M
6 Steadtrust LLC 0.54% 8,930 $944K
7 Eaton Financial Holdings Company, LLC 0.44% 12,830 $1.4M
8 Asset Allocation Strategies LLC 0.41% 21,835 $2.3M
9 Wesleyan Assurance Society 0.39% 61,700 $7K
10 Linden Thomas Advisory Services, LLC 0.34% 33,481 $3.5M
11 NAPLES GLOBAL ADVISORS, LLC 0.31% 39,899 $4.2M
12 Sanchez Gaunt Capital Management, LLC 0.25% 3,822 $404K
13 Colonial River Investments, LLC 0.23% 6,199 $655K
14 Meriwether Wealth & Planning, LLC 0.23% 4,050 $428K
15 RWC Asset Management LLP 0.23% 53,221 $5.6M
16 CV Advisors LLC 0.23% 7,800 $825K
17 Samalin Investment Counsel, LLC 0.21% 5,694 $602K
18 SEVEN MILE ADVISORY 0.19% 2,444 $258K
19 BayBridge Capital Group, LLC 0.16% 2,465 $263K
20 Brucke Financial, Inc. 0.15% 2,829 $299K
21 Tactive Advisors, LLC 0.14% 4,800 $507K
22 Oxbow Advisors, LLC 0.14% 15,405 $1.6M
23 TCFG WEALTH MANAGEMENT, LLC 0.13% 3,219 $340K
24 Saxony Capital Management, LLC 0.12% 1,930 $204K
25 Candriam S.C.A. 0.10% 177,950 $18.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — JACKSON FINANCIAL INC (JXN)

What does the Smart Money Trend signal show for JXN?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added JXN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JXN?

Slight buying edge — 51% buying: Last quarter: 235 funds bought or added vs 229 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JXN holders?

Elite ownership — 56% AUM from top-100 funds: 40 of 473 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in JXN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JXN?

50% of holders stayed for 2+ years: 235 out of 473 hedge funds have held JXN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.