JACKSON FINANCIAL INC-A · CUSIP 46817M107 · CIK 1766150
As of 2026-06-30, EASTERLY INVESTMENT PARTNERS LLC reported 255.30K JXN (shares), valued at $26.14M, or 1.33% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 21.94%; reported value increased 18.55%, and weight changed -0.36 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 | 1.33% | 255,302 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 1.69% | 209,364 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 1.40% | 214,578 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 1.51% | 221,191 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 1.53% | 239,982 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 1.40% | 200,479 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 0.88% | 129,285 | SEC filing ↗Filed Feb 12, 2025 |
| Q3 2024 | 1.00% | 136,306 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 0.77% | 118,267 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 0.32% | 64,199 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 0.37% | 67,238 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 0.17% | 40,723 | SEC filing ↗Filed Nov 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.17% | 40,723 | $1.56M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 0.37% | 67,238 | $3.44M | Shares increased 65.11%; reported value increased 121.18%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 0.32% | 64,199 | $4.25M | Shares decreased 4.52%; reported value increased 23.34%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 0.77% | 118,267 | $8.78M | Shares increased 84.22%; reported value increased 106.84%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 1.00% | 136,306 | $12.44M | Shares increased 15.25%; reported value increased 41.59%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 0.88% | 129,285 | $11.26M | Shares decreased 5.15%; reported value decreased 9.47%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2025 |
| Q1 2025 | 1.40% | 200,479 | $16.80M | Shares increased 55.07%; reported value increased 49.19%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 1.53% | 239,982 | $21.31M | Shares increased 19.70%; reported value increased 26.86%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 1.51% | 221,191 | $22.39M | Shares decreased 7.83%; reported value increased 5.08%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 1.40% | 214,578 | $22.88M | Shares decreased 2.99%; reported value increased 2.20%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 1.69% | 209,364 | $22.05M | Shares decreased 2.43%; reported value decreased 3.64%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 1.33% | 255,302 | $26.14M | Shares increased 21.94%; reported value increased 18.55%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 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.