Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jackson Financial Inc (JXN)

505 + 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
↑ +9
Streak
11Q ▲
Buyers last Q
51%

Smart Money Signals — JXN

Based on 508 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
508 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 — +14% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

256 buying248 selling
Last quarter: 256 funds bought or added vs 248 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.
➡️

Steady new buyers — ~73 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 66 → 68 → 75 → 73. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 28% medium ■ 23% new
249 out of 508 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.
📈

Growing discovery — still being found

69 → 66 → 68 → 75 → 73 new funds/Q
New funds entering each quarter: 66 → 68 → 75 → 73. A growing number of institutions are discovering JXN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 28% newcomers

■ 52% veterans ■ 20% 1-2yr ■ 28% new
Entry-cohort mix of 516 holders: 270 (52%) are 2+ year veterans, 102 entered 1–2 years ago, and 144 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
53 of 506 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 256 hedge funds were net buyers of JXN (73 opened a new position, 183 added to an existing one), while 248 reduced or exited (184 trimmed, 64 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in JXN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 508.

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

-- --

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

Is It Too Late to Buy Jackson Financial Inc (JXN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JXN has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
JXN
+3.7%
XLF
+9.5%

JXN outperformed XLF by -5.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
JXN
+0.7%
XLF
+5.8%

Since the filing became public, JXN outperformed XLF by -5.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 4 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: JXN
505 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 505 499 1.2%
13F Shares 62M 60M 3.7%
Total Value $6.23B $6.40B -2.7%
New Positions 72 75 -3
Increased Positions 179 167 +12
Closed Positions 66 49 +17
Reduced Positions 182 188 -6
Total Calls 4 5 -20.0%
Total Puts 6 5 20.0%
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: JXN

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Financial Highlights

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Institutional Holders (2026 Q1)

505 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tpg GP A, LLC 13.55% 4,715,554 $498.5M
2 Four Tree Island Advisory LLC 12.37% 231,842 $24.5M
3 Donald Smith & CO., INC. 3.60% 1,892,397 $200.1M
4 Gator Capital Management, LLC 2.29% 105,965 $11.2M
5 Miller Value Partners, LLC 2.23% 80,680 $8.5M
6 Ibex Wealth Advisors 1.97% 199,723 $21.1M
7 Easterly Investment Partners LLC 1.69% 209,364 $22.1M
8 Philadelphia Financial Management of San Francisco, LLC 1.53% 50,000 $5.3M
9 LFG Wealth Partners, LLC 1.37% 21,527 $2.3M
10 Blue Water Asset Management 1.36% 37,173 $3.9M
11 LeClair Wealth Partners LLC 1.36% 37,173 $3.9M
12 Alexander Labrunerie & CO., INC. 1.27% 32,138 $3.4M
13 Carson Advisory Inc. 1.15% 20,971 $2.2M
14 Huntleigh Advisors, Inc. 1.04% 57,638 $6.1M
15 Poehling Capital Management, INC. 1.04% 46,610 $4.9M
16 Kiker Wealth Management, LLC 0.94% 18,649 $2.0M
17 Point Nemo Capital, LLC 0.76% 10,912 $1.2M
18 Kendall Capital Management 0.74% 34,252 $3.6M
19 Kera Capital Partners, Inc. 0.64% 49,011 $5.2M
20 Pinnacle Holdings, LLC 0.63% 18,285 $1.9M
21 Bannerstone Capital Management, LLC 0.59% 6,017 $636K
22 Wedge Capital Management L L P/Nc 0.57% 291,691 $30.8M
23 Cambria Investment Management, L.P. 0.55% 92,672 $9.8M
24 Harmony Asset Management LLC 0.54% 16,729 $1.8M
25 Steadtrust LLC 0.54% 8,930 $944K
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 — 11 quarters in a row: For 11 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: 256 funds bought or added vs 248 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 — 42% AUM from top-100 funds: 53 of 506 holders are among the 100 largest funds by AUM, controlling 42% 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?

49% of holders stayed for 2+ years: 249 out of 508 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.

Is it too late to buy Jackson Financial Inc (JXN) following the 2026 Q1 hedge fund 13F filings?

As of today, JXN has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -5.1%. Since the quarter end (March 31, 2026), JXN has gained +3.7% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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