Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jackson Financial Inc (JXN)

498 + 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
↓ -11
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — JXN

Based on 500 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JXN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
500 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 — +10% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

239 buying260 selling
Last quarter: 260 funds reduced or exited vs 239 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 68 → 75 → 74 → 55. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 25% medium ■ 21% new
272 out of 500 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 — ~55 new funds/quarter

68 → 68 → 75 → 74 → 55 new funds/Q
New funds entering each quarter: 68 → 75 → 74 → 55. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 26% newcomers

■ 58% veterans ■ 16% 1-2yr ■ 26% new
Entry-cohort mix of 508 holders: 296 (58%) are 2+ year veterans, 81 entered 1–2 years ago, and 131 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
59 of 499 holders are among the 100 largest funds by AUM, controlling 55% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — JXN

In 2026 Q2, 239 hedge funds were net buyers of JXN (55 opened a new position, 184 added to an existing one), while 260 reduced or exited (194 trimmed, 66 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 55% of total institutional value in JXN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 500.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 4 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: JXN
498 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 498 511 -2.54%
13F Shares 71M 64M 11.72%
Total Value $6.28B $6.34B -0.92%
New Positions 55 74 -19
Increased Positions 182 182 -
Closed Positions 67 64 +3
Reduced Positions 190 182 +8
Total Calls 4 4 -
Total Puts 5 6 -16.67%
PUT/CALL Ratio 1.25 1.5 Bearish

Statistics: JXN

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Institutional Holders (2026 Q2)

498 + investors

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

QUARTER:
Top 25 JXN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tpg GP A, LLC 9.65% 4,715,554 $482.8M
2 Four Tree Island Advisory LLC 8.02% 237,465 $24.3M
3 QVT Financial LP 3.71% 616,600 $63.1M
4 Donald Smith & CO., INC. 3.24% 1,789,104 $183.2M
5 Gator Capital Management, LLC 2.44% 113,795 $11.7M
6 Miller Value Partners, LLC 1.94% 80,142 $8.2M
7 Ibex Wealth Advisors 1.62% 201,391 $20.6M
8 Easterly Investment Partners LLC 1.33% 255,302 $26.1M
9 Blue Water Asset Management 1.23% 37,169 $3.8M
10 Alexander Labrunerie & CO., INC. 1.13% 31,525 $3.2M
11 Carson Advisory Inc. 0.98% 20,818 $2.1M
12 Poehling Capital Management, INC. 0.97% 44,386 $4.5M
13 LFG Wealth Partners, LLC 0.90% 18,841 $1.9M
14 William John Sempolinski 0.90% 21,700 $2.2M
15 Huntleigh Advisors, Inc. 0.85% 59,460 $6.1M
16 Kiker Wealth Management, LLC 0.70% 17,613 $1.8M
17 Pinnacle Holdings, LLC 0.58% 18,275 $1.9M
18 Kendall Capital Management 0.55% 32,472 $3.3M
19 Wedge Capital Management L L P/Nc 0.52% 310,357 $31.8M
20 Bannerstone Capital Management, LLC 0.52% 6,026 $617K
21 Kera Capital Partners, Inc. 0.51% 51,952 $5.3M
22 Cambria Investment Management, L.P. 0.50% 97,878 $10.0M
23 EDENTREE ASSET MANAGEMENT Ltd 0.47% 15,000 $1.5M
24 Steadtrust LLC 0.46% 8,930 $914K
25 Algert Global LLC 0.44% 366,243 $37.5M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JXN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JXN?

More sellers than buyers — 48% buying: Last quarter: 260 funds reduced or exited vs 239 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JXN holders?

Elite ownership — 55% AUM from top-100 funds: 59 of 499 holders are among the 100 largest funds by AUM, controlling 55% 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?

54% of holders stayed for 2+ years: 272 out of 500 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.

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