Jackson Financial Inc.
US ˙ NYSE ˙ US46817M1071

SecurityJXN / Jackson Financial Inc.
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership6,843 shares
Latest Disclosed Value $ 723,541
Level Four Advisory Services, Llc reports 0.43% increase in ownership of JXN / Jackson Financial Inc.

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 6,843 shares of Jackson Financial Inc. (US:JXN) valued at $723,442 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,814 shares of Jackson Financial Inc.. This represents a change in shares of 0.43% during the quarter. The current value of the position is $725,153 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)
2026-05-14 2026-03-31 13F JACKSON FINANCIAL COM CL A 46817M107 6,843 29 0.43 724 -0.41 0.0238
2026-02-13 2025-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 6,814 -155 -2.22 727 2.98 0.0238
2025-11-12 2025-09-30 13F JACKSON FINANCIAL COM CL A 46817M107 6,969 9 0.13 705 14.08 0.0242
2025-08-13 2025-06-30 13F JACKSON FINANCIAL COM CL A 46817M107 6,960 28 0.40 618 6.55 0.0228
2025-05-14 2025-03-31 13F JACKSON FINANCIAL COM CL A 46817M107 6,932 28 0.41 581 -3.49 0.0239
2025-02-12 2024-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 6,904 28 0.41 601 -12.52 0.0246
2024-11-14 2024-09-30 13F JACKSON FINANCIAL COM CL A 46817M107 6,876 -226 -3.18 687 30.36 0.0289
2024-08-09 2024-06-30 13F JACKSON FINANCIAL COM CL A 46817M107 7,102 2,376 50.28 527 118.67 0.0238
2024-05-13 2024-03-31 13F JACKSON FINANCIAL COM CL A 46817M107 4,726 0 0.00 242 0.00 0.0133
2024-02-08 2023-12-31 13F JACKSON FINANCIAL COM CL A 46817M107 4,726 4,726 242 0.0136
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.