Jackson Financial Inc.
JXNFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Jackson Financial Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-03-31 | 1,065,201 | $113M | SEC filing |
| LEVEL FOUR ADVISORY SERVICES, LLC | 2026-03-31 | 6,843 | $724K | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 4,060,350 | $429M | SEC filing |
| WINTON GROUP Ltd | 2026-03-31 | 12,188 | $1.29M | SEC filing |
| Private Advisor Group, LLC | 2026-03-31 | 10,320 | $1.09M | SEC filing |
| ARGA Investment Management, LP | 2026-03-31 | 5,794 | $613K | SEC filing |
| NISA INVESTMENT ADVISORS, LLC | 2026-03-31 | 3,623 | $383K | SEC filing |
| Pathstone Holdings, LLC | 2026-03-31 | 10,634 | $1.12M | SEC filing |
| AE Wealth Management LLC | 2026-03-31 | 3,728 | $394K | SEC filing |
| CIBC Asset Management Inc | 2026-03-31 | 6,946 | $734K | SEC filing |
| Public Sector Pension Investment Board | 2026-03-31 | 297,852 | $31.5M | SEC filing |
| Rakuten Securities, Inc. | 2026-03-31 | 1 | $106 | SEC filing |
| Bay Harbor Wealth Management, LLC | 2026-03-31 | 12 | $1.27K | SEC filing |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2026-03-31 | 9,402 | $975K | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 58,562 | $6.19M | SEC filing |
| Blue Trust, Inc. | 2026-03-31 | 456 | $48.2K | SEC filing |
| Bridgewater Associates, LP | 2026-03-31 | 88,038 | $9.31M | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 2,181,568 | $239M | SEC filing |
| JOURNEY STRATEGIC WEALTH LLC | 2026-03-31 | 3,866 | $409K | SEC filing |
| CAXTON ASSOCIATES LLP | 2026-03-31 | 57,713 | $6.1M | SEC filing |
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-11 | Kirkland Derek G · Director | Common Stock | S — Open market or private sale | −10,000 | 108.32 | SEC filing |
| 2025-08-13 | Chelko Carrie · EVP and General Counsel | Common Stock | S — Open market or private sale | −3,000 | 95.40 | SEC filing |
| 2025-08-11 | Smith Craig Donald · President and CEO PPM America | Common Stock | S — Open market or private sale | −2,500 | 91.67 | SEC filing |
| 2025-08-08 | Smith Craig Donald · President and CEO PPM America | Common Stock | S — Open market or private sale | −3,500 | 89.96 | SEC filing |
| 2025-08-07 | Smith Craig Donald · President and CEO PPM America | Common Stock | S — Open market or private sale | −1,500 | 88.44 | SEC filing |
Showing 5 of 5 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-25 | Prieskorn Laura Louene · CEO and President | Common Stock | A — Grant, award, or other acquisition | +197 | SEC filing |
| 2026-06-25 | Cummings Don W · EVP and CFO | Common Stock | A — Grant, award, or other acquisition | +26 | SEC filing |
| 2026-06-25 | Cummings Don W · EVP and CFO | Common Stock | A — Grant, award, or other acquisition | +55 | SEC filing |
| 2026-06-25 | Binioris Savvas Steve Panagiotis · EVP and Chief Risk Officer | Common Stock | A — Grant, award, or other acquisition | +41 | SEC filing |
| 2026-06-25 | Anderson Craig A. · SVP and Controller | Common Stock | A — Grant, award, or other acquisition | +29 | SEC filing |
| 2026-06-25 | Anderson Craig A. · SVP and Controller | Common Stock | A — Grant, award, or other acquisition | +8 | SEC filing |
| 2026-06-25 | KANDARIAN STEVEN A · Director | Common Stock | A — Grant, award, or other acquisition | +951 | SEC filing |
| 2026-06-25 | Raub Christopher · EVP JFI; CEO PPM America | Common Stock | A — Grant, award, or other acquisition | +14 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-10 | Raub Christopher · Executive Vice President | Common Stock | D — Disposition to the issuer | −2,836 | SEC filing |
| 2026-03-10 | Anderson Craig A. · SVP and Controller | Common Stock | D — Disposition to the issuer | −1,481 | SEC filing |
| 2026-03-10 | Anderson Craig A. · SVP and Controller | Common Stock | D — Disposition to the issuer | −1,598 | SEC filing |
| 2026-03-10 | Anderson Craig A. · SVP and Controller | Common Stock | D — Disposition to the issuer | −2,112 | SEC filing |
| 2026-03-10 | Raub Christopher · Executive Vice President | Common Stock | D — Disposition to the issuer | −4,179 | SEC filing |
Showing 5 of 5 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.