JXNNYSELife InsuranceFiscal year ends December 31Also trades as JXN.PA
Jackson Financial Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$128.62−1.96 (-1.50%)
Close on Oct 19, 2026
- Market cap
- $9.04B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
63M
Shares held, 13F filers
Institutional holders
505
52 new, 51 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $2.74M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,578,304 | 9.80% | 13G (passive) amendment | Feb 29, 2024 |
| Vanguard Portfolio Management | 5,506,172 | 7.79% | 13G (passive) | Mar 31, 2026 |
| Coulter, James G | 4,715,554 | 6.70% | 13G (passive) | Feb 11, 2026 |
| Dimensional Fund Advisors LP | 4,175,972 | 5.30% | 13G (passive) | Dec 29, 2023 |
| Vanguard Capital Management | 3,693,035 | 5.22% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of JXN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,800,653 | – | $696.32M | −100,075 | 0.01% |
| Vanguard Portfolio Management LLC | 5,446,195 | – | $557.64M | −17,549 | 0.03% |
| Tpg Gp A, LLC | 4,715,554 | – | $482.83M | – | 9.65% |
| Dimensional Fund Advisors LP | 4,117,157 | – | $421.58M | +56,807 | 0.08% |
| Vanguard Capital Management LLC | 3,136,509 | – | $321.15M | −17,704 | 0.01% |
| State Street Corp | 2,972,127 | – | $304.33M | +40,766 | 0.01% |
| Geode Capital Management, LLC | 2,297,678 | – | $246.21M | +116,110 | 0.01% |
| Donald Smith & Co., Inc. | 1,789,104 | – | $183.19M | −103,293 | 3.23% |
| Hsbc Holdings PLC | 1,749,644 | – | $182.17M | +263,838 | 0.08% |
| Goldman Sachs Group Inc | 1,519,396 | – | $155.57M | −105,514 | 0.01% |
| American Century Companies Inc | 1,457,597 | – | $149.24M | −69,111 | 0.07% |
| Acadian Asset Management LLC | 1,290,021 | – | $132.06K | −45,772 | 0.16% |
| Lsv Asset Management | 1,141,755 | – | $116.90K | +81,914 | 0.21% |
| Charles Schwab Investment Management Inc | 1,018,101 | – | $104.24M | −47,100 | 0.01% |
| Morgan Stanley | 1,018,067 | – | $104.24M | +318 | 0.01% |
| Federated Hermes, Inc. | 1,004,572 | – | $102.86M | −81,345 | 0.15% |
| Norges Bank | 998,581 | – | $102.24M | New | 0.01% |
| Northern Trust Corp | 898,102 | – | $91.96M | +32,794 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 831,745 | – | $85.16M | +11,897 | 0.04% |
| Victory Capital Management Inc | 668,999 | – | $68.50M | +2,457 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 505 | 63M | 52 / 185 | 194 / 51 | 5M | 4M |
| Q1 2026 | 517 | 63M | 65 / 188 | 187 / 56 | 17M | 7M |
| Q4 2025 | 515 | 61M | 81 / 169 | 191 / 35 | 6M | 4M |
| Q3 2025 | 479 | 60M | 67 / 161 | 179 / 39 | 4M | 7M |
| Q2 2025 | 460 | 63M | 63 / 160 | 184 / 52 | 4M | 6M |
| Q1 2025 | 455 | 66M | 62 / 157 | 176 / 38 | 6M | 8M |
| Q4 2024 | 439 | 68M | 75 / 150 | 166 / 41 | 6M | 6M |
| Q3 2024 | 410 | 69M | 68 / 135 | 156 / 38 | 13M | 6M |
| Q2 2024 | 384 | 69M | 51 / 132 | 158 / 29 | 5M | 10M |
| Q1 2024 | 367 | 74M | 59 / 112 | 141 / 38 | 10M | 8M |
| Q4 2023 | 348 | 72M | 82 / 101 | 122 / 27 | 9M | 8M |
| Q3 2023 | 297 | 71M | 56 / 107 | 90 / 42 | 14M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of JXN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,214,055 | – | $226.70M | 0.01% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 1,741,956 | – | $178.36M | 0.16% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,597,852 | – | $163.60M | 0.09% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,565,922 | – | $160.33M | 0.19% | Jun 30, 2026 |
| Vanguard Equity Income Fund | 1,117,205 | – | $114.39M | 0.17% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,013,210 | – | $103.74M | 0.15% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 1,002,120 | – | $103.33M | 0.38% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 963,087 | – | $117.77M | 0.61% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 799,354 | – | $81.85M | 0.08% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 724,066 | – | $88.54M | 0.26% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 639,178 | – | $65.45M | 0.39% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 578,455 | – | $70.73M | 0.42% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 575,203 | – | $58.90M | 0.41% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 495,837 | – | $60.63M | 0.42% | Jul 31, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 470,777 | – | $48.20M | 0.60% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Laura Louene Prieskorn | CEO and President, Director | 783,726 | Sep 28, 2026 |
| Carrie Chelko | EVP and General Counsel | 80,940 | Sep 28, 2026 |
| Savvas Steve Panagiotis Binioris | EVP and Chief Risk Officer | 36,955 | Sep 28, 2026 |
| Christopher Raub | EVP JFI; CEO PPM America | 37,694 | Sep 28, 2026 |
| Don W. Cummings | EVP and CFO | 72,014 | Sep 28, 2026 |
| Craig A. Anderson | SVP and Controller | 8,210 | Sep 28, 2026 |
| Craig Donald Smith | President and CEO PPM America | 109,116 | Dec 22, 2025 |
| Scott Romine | President and CEO, JNLD | 77,030 | Jun 30, 2025 |
| Devkumar Dilip Ganguly | EVP & Chief Operating Officer | 103,807 | Feb 4, 2025 |
| Steven A. Kandarian | Director | 114,181 | Sep 28, 2026 |
| Russell G. Noles | Director | 38,366 | Sep 28, 2026 |
| Drew Lawton | Director | 30,274 | Sep 28, 2026 |
| Derek G. Kirkland | Director | 55,102 | Sep 28, 2026 |
| Lily Fu Claffee | Director | 47,964 | Sep 28, 2026 |
| Martin J. Lippert | Director | 47,964 | Sep 28, 2026 |
| Esta E. Stecher | Director | 51,683 | Sep 28, 2026 |
| Gregory T. Durant | Director | 37,314 | Jun 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Esta E. Stecher Director | Sep 24, 2026 | Award | +354.93 | – | – | 51,683 |
| Martin J. Lippert Director | Sep 24, 2026 | Award | +329.39 | – | – | 47,964 |
| Carrie Chelko EVP and General Counsel | Sep 24, 2026 | Award | +25.18 | – | – | 80,940 |
| Carrie Chelko EVP and General Counsel | Sep 24, 2026 | Award | +34.22 | – | – | 80,974 |
| Carrie Chelko EVP and General Counsel | Sep 24, 2026 | Award | +40.3 | – | – | 81,014 |
| Don W. Cummings EVP and CFO | Sep 24, 2026 | Award | +13.24 | – | – | 72,014 |
| Don W. Cummings EVP and CFO | Sep 24, 2026 | Award | +45.3 | – | – | 72,059 |
| Don W. Cummings EVP and CFO | Sep 24, 2026 | Award | +60.45 | – | – | 72,120 |
| Don W. Cummings EVP and CFO | Sep 24, 2026 | Award | +21.31 | – | – | 72,001 |
| Steven A. Kandarian Director | Sep 24, 2026 | Award | +784.15 | – | – | 114,181 |
| Craig A. Anderson SVP and Controller | Sep 24, 2026 | Award | +24.24 | – | – | 8,210 |
| Craig A. Anderson SVP and Controller | Sep 24, 2026 | Award | +19.64 | – | – | 8,186 |
| Craig A. Anderson SVP and Controller | Sep 24, 2026 | Award | +3.42 | – | – | 8,166 |
| Christopher Raub EVP JFI; CEO PPM America | Sep 24, 2026 | Award | +2.03 | – | – | 37,694 |
| Christopher Raub EVP JFI; CEO PPM America | Sep 24, 2026 | Award | +52.89 | – | – | 37,692 |
| Christopher Raub EVP JFI; CEO PPM America | Sep 24, 2026 | Award | +18.95 | – | – | 37,639 |
| Christopher Raub EVP JFI; CEO PPM America | Sep 24, 2026 | Award | +25.29 | – | – | 37,620 |
| Christopher Raub EVP JFI; CEO PPM America | Sep 24, 2026 | Award | +18.27 | – | – | 37,595 |
| Savvas Steve Panagiotis Binioris EVP and Chief Risk Officer | Sep 24, 2026 | Award | +33.5 | – | – | 36,955 |
| Savvas Steve Panagiotis Binioris EVP and Chief Risk Officer | Sep 24, 2026 | Award | +41.45 | – | – | 36,997 |
| Savvas Steve Panagiotis Binioris EVP and Chief Risk Officer | Sep 24, 2026 | Award | +3.44 | – | – | 37,000 |
| Savvas Steve Panagiotis Binioris EVP and Chief Risk Officer | Sep 24, 2026 | Award | +34 | – | – | 37,034 |
| Laura Louene Prieskorn CEO and President, Director | Sep 24, 2026 | Award | +207.81 | – | – | 522,211 |
| Laura Louene Prieskorn CEO and President, Director | Sep 24, 2026 | Award | +162.56 | – | – | 522,004 |
| Laura Louene Prieskorn CEO and President, Director | Sep 24, 2026 | Award | +125.27 | – | – | 521,841 |
| Derek G. Kirkland Director | Sep 24, 2026 | Award | +102.88 | – | – | 36,515 |
| Drew Lawton Director | Sep 24, 2026 | Award | +207.9 | – | – | 30,274 |
| Russell G. Noles Director | Sep 24, 2026 | Award | +155.76 | – | – | 38,366 |
| Lily Fu Claffee Director | Sep 24, 2026 | Award | +329.39 | – | – | 47,964 |
| Christopher Raub EVP JFI; CEO PPM America | Sep 10, 2026 | Tax withholding | −723.71 | $138.36 | $100.13K | 41,436 |
| Christopher Raub EVP JFI; CEO PPM America | Sep 10, 2026 | Award | +294 | – | – | 37,576 |
| Christopher Raub EVP JFI; CEO PPM America | Sep 10, 2026 | Tax withholding | −4,153.7 | $138.36 | $574.71K | 37,282 |
| Don W. Cummings EVP and CFO | Sep 10, 2026 | Tax withholding | −736.12 | $138.36 | $101.85K | 71,979 |
| Craig A. Anderson SVP and Controller | Sep 10, 2026 | Tax withholding | −218.07 | $138.36 | $30.17K | 8,163 |
| Christopher Raub EVP JFI; CEO PPM America | Aug 12, 2026 | Sale | −5,000 | $130.69 | $653.45K | 42,160 |
| Carrie Chelko EVP and General Counsel | Aug 5, 2026 | Sale | −7,500 | $134.24 | $1.01M | 80,914 |
| Drew Lawton Director | Jun 25, 2026 | Award | +252.09 | – | – | 30,066 |
| Don W. Cummings EVP and CFO | Jun 25, 2026 | Award | +25.83 | – | – | 72,555 |
| Don W. Cummings EVP and CFO | Jun 25, 2026 | Award | +32.09 | – | – | 72,587 |
| Don W. Cummings EVP and CFO | Jun 25, 2026 | Award | +54.92 | – | – | 72,642 |
| Don W. Cummings EVP and CFO | Jun 25, 2026 | Award | +73.29 | – | – | 72,715 |
| Savvas Steve Panagiotis Binioris EVP and Chief Risk Officer | Jun 25, 2026 | Award | +41.23 | – | – | 36,922 |
| Savvas Steve Panagiotis Binioris EVP and Chief Risk Officer | Jun 25, 2026 | Award | +4.17 | – | – | 36,881 |
| Savvas Steve Panagiotis Binioris EVP and Chief Risk Officer | Jun 25, 2026 | Award | +50.25 | – | – | 36,876 |
| Savvas Steve Panagiotis Binioris EVP and Chief Risk Officer | Jun 25, 2026 | Award | +40.62 | – | – | 36,826 |
| Steven A. Kandarian Director | Jun 25, 2026 | Award | +950.78 | – | – | 113,396 |
| Craig A. Anderson SVP and Controller | Jun 25, 2026 | Award | +29.39 | – | – | 8,381 |
| Craig A. Anderson SVP and Controller | Jun 25, 2026 | Award | +23.81 | – | – | 8,351 |
| Craig A. Anderson SVP and Controller | Jun 25, 2026 | Award | +8.28 | – | – | 8,328 |
| Derek G. Kirkland Director | Jun 25, 2026 | Award | +124.74 | – | – | 36,412 |
| Russell G. Noles Director | Jun 25, 2026 | Award | +188.86 | – | – | 38,210 |
| Carrie Chelko EVP and General Counsel | Jun 25, 2026 | Award | +41.49 | – | – | 88,366 |
| Carrie Chelko EVP and General Counsel | Jun 25, 2026 | Award | +48.86 | – | – | 88,414 |
| Carrie Chelko EVP and General Counsel | Jun 25, 2026 | Award | +30.53 | – | – | 88,324 |
| Christopher Raub EVP JFI; CEO PPM America | Jun 25, 2026 | Award | +30.67 | – | – | 47,073 |
| Christopher Raub EVP JFI; CEO PPM America | Jun 25, 2026 | Award | +22.15 | – | – | 47,042 |
| Christopher Raub EVP JFI; CEO PPM America | Jun 25, 2026 | Award | +95.92 | – | – | 47,020 |
| Christopher Raub EVP JFI; CEO PPM America | Jun 25, 2026 | Award | +14.45 | – | – | 46,924 |
| Christopher Raub EVP JFI; CEO PPM America | Jun 25, 2026 | Award | +64.13 | – | – | 47,160 |
| Christopher Raub EVP JFI; CEO PPM America | Jun 25, 2026 | Award | +22.98 | – | – | 47,096 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kirkland Derek Director | Mar 11, 2026 | 3,500 | $379.11K | Mar 11, 2026 | Open Market Purchase |
| Kirkland Family Trust The Director | Mar 11, 2026 | 6,500 | $704.07K | Mar 11, 2026 | Open Market Purchase |