JACKSON FINANCIAL INC-A · CUSIP 46817M107 · CIK 1275218
As of 2026-06-30, ALGERT GLOBAL LLC reported 366.24K JXN (shares), valued at $37.50M, or 0.44% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares increased 80.20%; reported value increased 74.53%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.44% | 366,243 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 0.32% | 203,237 | SEC filing ↗Filed Aug 11, 2026Amended |
| Q4 2025 | 0.46% | 276,794 | SEC filing ↗Filed Aug 11, 2026Amended |
| Q3 2025 | 0.41% | 241,504 | SEC filing ↗Filed Aug 11, 2026Amended |
| Q2 2025 | 0.37% | 198,265 | SEC filing ↗Filed Aug 11, 2026Amended |
| Q1 2025 | 0.23% | 113,047 | SEC filing ↗Filed Aug 11, 2026Amended |
| Q4 2024 | 0.14% | 65,977 | SEC filing ↗Filed Aug 11, 2026Amended |
| Q3 2024 | 0.03% | 10,587 | SEC filing ↗Filed Aug 11, 2026Amended |
| Q2 2024 | 0.08% | 32,657 | SEC filing ↗Filed Aug 11, 2026Amended |
| Q1 2024 | 0.15% | 56,180 | SEC filing ↗Filed Aug 11, 2026Amended |
| Q4 2023 | 0.07% | 33,650 | SEC filing ↗Filed Aug 11, 2026Amended |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 0.07% | 33,650 | $1.72M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 11, 2026 |
| Q1 2024 | 0.15% | 56,180 | $3.72M | Shares increased 66.95%; reported value increased 115.67%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
| Q2 2024 | 0.08% | 32,657 | $2.43M | Shares decreased 41.87%; reported value decreased 34.73%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
| Q3 2024 | 0.03% | 10,587 | $965.85K | Shares decreased 67.58%; reported value decreased 60.17%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
| Q4 2024 | 0.14% | 65,977 | $5.75M | Shares increased 523.19%; reported value increased 494.84%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
| Q1 2025 | 0.23% | 113,047 | $9.47M | Shares increased 71.34%; reported value increased 64.85%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
| Q2 2025 | 0.37% | 198,265 | $17.60M | Shares increased 75.38%; reported value increased 85.87%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
| Q3 2025 | 0.41% | 241,504 | $24.45M | Shares increased 21.81%; reported value increased 38.87%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
| Q4 2025 | 0.46% | 276,794 | $29.52M | Shares increased 14.61%; reported value increased 20.75%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
| Q1 2026 | 0.32% | 203,237 | $21.49M | Shares decreased 26.57%; reported value decreased 27.21%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
| Q2 2026 | 0.44% | 366,243 | $37.50M | Shares increased 80.20%; reported value increased 74.53%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.