Jackson Financial Inc.
US ˙ NYSE ˙ US46817M1071

SecurityJXN / Jackson Financial Inc.
InstitutionPrudential Financial Inc
Latest Disclosed Ownership163,566 shares
Latest Disclosed Value $ 17,292,198
Prudential Financial Inc reports 20.19% increase in ownership of JXN / Jackson Financial Inc.

On May 13, 2026 - Prudential Financial Inc filed a 13F-HR form disclosing ownership of 163,566 shares of Jackson Financial Inc. (US:JXN) valued at $17,292,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 136,091 shares of Jackson Financial Inc.. This represents a change in shares of 20.19% during the quarter. The current value of the position is $17,642,229 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F JACKSON FINANCIAL COM CL A 46817M107 163,566 27,475 20.19 17,292 19.14 0.0120
2026-02-13 2025-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 136,091 -1,974 -1.43 14,514 3.85 0.0175
2025-11-13 2025-09-30 13F JACKSON FINANCIAL COM CL A 46817M107 138,065 -8,240 -5.63 13,976 7.59 0.0166
2025-08-12 2025-06-30 13F JACKSON FINANCIAL COM CL A 46817M107 146,305 -1,480 -1.00 12,990 -4.03 0.0168
2025-05-13 2025-03-31 13F JACKSON FINANCIAL COM CL A 46817M107 147,785 28,555 23.95 13,537 30.38 0.0193
2025-02-11 2024-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 119,230 -9,610 -7.46 10,383 -11.67 0.0142
2024-11-14 2024-09-30 13F JACKSON FINANCIAL COM CL A 46817M107 128,840 -325 -0.25 11,754 22.55 0.0166
2024-08-13 2024-06-30 13F JACKSON FINANCIAL COM CL A 46817M107 129,165 -9,595 -6.91 9,592 4.51 0.0144
2024-05-14 2024-03-31 13F JACKSON FINANCIAL COM CL A 46817M107 138,760 -14,875 -9.68 9,178 16.67 0.0129
2024-02-13 2023-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 153,635 -11,481 -6.95 7,866 24.66 0.0119
2023-11-13 2023-09-30 13F JACKSON FINANCIAL COM CL A 46817M107 165,116 50,511 44.07 6,311 79.87 0.0099
2023-08-11 2023-06-30 13F JACKSON FINANCIAL COM CL A 46817M107 114,605 4,542 4.13 3,508 -14.79 0.0051
2023-05-12 2023-03-31 13F JACKSON FINANCIAL COM CL A 46817M107 110,063 -32,822 -22.97 4,117 -17.16 0.0064
2023-02-14 2022-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 142,885 -46,010 -24.36 4,971 -5.19 0.0084
2022-11-04 2022-09-30 13F JACKSON FINANCIAL COM CL A 46817M107 188,895 150,556 392.70 5,242 411.41 0.0089
2022-08-15 2022-06-30 13F JACKSON FINANCIAL COM CL A 46817M107 38,339 38,339 1,025 0.0016
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.