잭슨 파이낸셜 주식회사
US ˙ NYSE ˙ US46817M1071

SecurityJXN / Jackson Financial Inc.
InstitutionBlackRock, Inc.
Latest Disclosed Ownership7,578,304 shares
Ownership 9.80%
BlackRock, Inc. ownership in JXN / Jackson Financial Inc.

2024-03-07 - BlackRock, Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 7,578,304 shares of Jackson Financial Inc. (US:JXN). This represents 9.8 percent ownership of the company. In their previous filing dated 2024-03-07 , BlackRock, Inc. had reported owning 7,627,798 shares, indicating a decrease of -0.65 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-03-07 2024-03-07 13G/A 7,627,798 7,578,304 -0.65 9.80 2.08
2024-03-07 2024-03-07 13G/A 7,627,798 7,754,527 1.66 10.00 4.17
2024-01-24 2024-01-24 13G/A 6,411,352 7,627,798 18.97 9.60 24.68
2023-02-24 2023-02-24 13G 6,411,352 7.70

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 6,900,728 249,399 3.75 729,545 2.84 0.0127
2026-02-12 2025-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 6,651,329 -262,002 -3.79 709,364 1.36 0.0120
2025-11-12 2025-09-30 13F JACKSON FINANCIAL COM CL A 46817M107 6,913,331 -69,717 -1.00 699,836 12.87 0.0123
2025-08-12 2025-06-30 13F JACKSON FINANCIAL COM CL A 46817M107 6,983,048 -117,035 -1.65 620,025 4.23 0.0118
2025-05-02 2025-03-31 13F JACKSON FINANCIAL COM CL A 46817M107 7,100,083 -187,803 -2.58 594,845 -6.27 0.0125
2025-02-07 2024-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 7,287,886 -50,279 -0.69 634,629 -5.20 0.0128
2024-11-13 2024-09-30 13F JACKSON FINANCIAL COM CL A 46817M107 7,338,165 -67,956 -0.92 669,461 21.72 0.0141
2024-08-13 2024-06-30 13F JACKSON FINANCIAL COM CL A 46817M107 7,406,121 -163,844 -2.16 549,979 9.85 0.0124
2024-05-10 2024-03-31 13F JACKSON FINANCIAL COM CL A 46817M107 7,569,965 -57,833 -0.76 500,677 28.20 0.0117
2024-02-13 2023-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 7,627,798 -394,004 -4.91 390,543 27.38 0.0100
2023-11-13 2023-09-30 13F JACKSON FINANCIAL COM CL A 46817M107 8,021,802 1,541,113 23.78 306,593 54.55 0.0088
2023-08-11 2023-06-30 13F JACKSON FINANCIAL COM CL A 46817M107 6,480,689 231,800 3.71 198,374 -15.14 0.0055
2023-05-12 2023-03-31 13F JACKSON FINANCIAL COM CL A 46817M107 6,248,889 -162,463 -2.53 233,771 4.81 0.0069
2023-02-13 2022-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 6,411,352 371,650 6.15 223,051 33.08 0.0070
2022-11-14 2022-09-30 13F JACKSON FINANCIAL COM CL A 46817M107 6,039,702 -884,756 -12.78 167,601 -9.52 0.0057
2022-08-12 2022-06-30 13F JACKSON FINANCIAL COM CL A 46817M107 6,924,458 3,655,526 111.83 185,229 28.11 0.0059
2022-05-12 2022-03-31 13F JACKSON FINANCIAL COM CL A 46817M107 3,268,932 -164,147 -4.78 144,584 0.68 0.0039
2022-02-10 2021-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 3,433,079 481,362 16.31 143,607 87.12 0.0037
2021-11-09 2021-09-30 13F JACKSON FINANCIAL COM CL A 46817M107 2,951,717 2,951,717 76,744 0.0021
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.