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JXN · Jackson Financial Inc. · Held by Funds

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$138.92 +1.57 (+1.14%) Play latest call Q3 2026 earnings call transcript
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$9.07B
Shares
66.06M
Volume · Nov 5 50.96K Avg daily vol (3M) 746.75K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of JXN by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 27.12% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 5.35% 3,537,165
Index ETFs 21.77% 14,380,865
Active ETFs 2.68% 1,767,777
Active funds 9.63% 6,364,598
Unclassified 2.74% 1,809,408
All registered funds 42.17% 27,859,813
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding JXN

382 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,214,055 $226,697,091 0.01%
iShares Core S&P Small-Cap ETF 1,741,956 $178,358,875 0.16%
VANGUARD SMALL-CAP INDEX FUND 1,597,852 $163,604,066 0.09%
iShares Russell 2000 ETF 1,565,922 $160,334,754 0.19%
U.S. SMALL CAP VALUE PORTFOLIO 963,087 $117,766,278 0.61%
VANGUARD EQUITY INCOME FUND 1,117,205 $114,390,620 0.17%
VANGUARD SMALL-CAP VALUE INDEX FUND 1,013,210 $103,742,572 0.15%
Fidelity Small Cap Index Fund 724,066 $88,538,790 0.26%
Avantis U.S. Small Cap Value ETF 622,003 $82,993,860 0.27%
VANGUARD EXTENDED MARKET INDEX FUND 799,354 $81,845,856 0.08%
U.S. Targeted Value Portfolio 578,455 $70,733,477 0.42%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 639,178 $65,445,435 0.39%
Dimensional U.S. Targeted Value ETF 495,837 $60,630,948 0.42%
iShares Russell 2000 Value ETF 575,203 $58,895,035 0.41%
VANGUARD SELECTED VALUE FUND 436,727 $53,402,978 0.77%
VANGUARD RUSSELL 2000 INDEX FUND 379,178 $50,593,721 0.28%
iShares S&P Small-Cap 600 Value ETF 470,777 $48,202,857 0.60%
Fidelity Extended Market Index Fund 341,567 $45,575,285 0.11%
Dimensional US Small Cap Value ETF 364,552 $44,577,419 0.54%
Schwab U.S. Small-Cap ETF 331,513 $44,233,780 0.20%
VANGUARD TAX-MANAGED SMALL-CAP FUND 412,293 $42,214,680 0.37%
Avantis U.S. Large Cap Value ETF 305,546 $40,769,003 0.19%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 361,638 $37,028,115 0.77%
U.S. SMALL CAP PORTFOLIO 277,100 $33,883,788 0.17%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 251,170 $33,513,613 0.52%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 259,266 $31,703,046 0.03%
Dimensional U.S. Small Cap ETF 226,309 $27,673,065 0.18%
Schwab U.S. Mid-Cap ETF 192,921 $25,741,449 0.17%
Nuveen Quant Small Cap Equity Fund 195,030 $23,848,268 0.59%
Fidelity SAI Small-Mid Cap Momentum Index Fund 190,972 $23,352,056 0.56%
Federated Hermes MDT All Cap Core Fund 179,243 $21,917,834 0.56%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 149,282 $19,918,697 1.01%
Schwab Small-Cap Index Fund 160,722 $19,653,086 0.26%
Old Westbury Small & Mid Cap Strategies Fund 159,090 $19,453,525 0.21%
Dimensional U.S. Core Equity 2 ETF 155,148 $18,971,497 0.04%
Goldman Sachs Small Cap Value Fund 137,635 $18,364,638 1.96%
Fidelity Total Market Index Fund 133,077 $17,756,464 0.01%
Federated Hermes MDT Market Neutral Fund 169,344 $17,339,132 0.74%
SIIT U.S. Equity Factor Allocation Fund 118,071 $15,754,214 0.37%
Fidelity Series Total Market Index Fund 108,590 $14,489,164 0.01%
First Trust BuyWrite Income ETF 137,602 $14,089,069 0.60%
Federated Hermes MDT Small Cap Core Fund 115,077 $14,071,616 0.63%
VANGUARD FINANCIALS INDEX FUND 102,618 $13,692,320 0.09%
Columbia Small Cap Index Fund 99,995 $13,342,333 0.51%
State Street(R) SPDR(R) S&P(R) Bank ETF 129,438 $13,253,157 0.90%
WisdomTree U.S. Midcap Dividend Fund 124,466 $12,744,074 0.32%
Victory RS Global Fund 120,566 $12,344,753 0.62%
FlexShares Quality Dividend Index Fund 95,746 $11,707,821 0.53%
Master Small Cap Index Series 108,985 $11,158,974 0.19%
JNL Small Cap Index Fund 108,829 $11,143,001 0.39%
Showing 1–50 of 382 positions
Key facts CIK 1822993 CUSIP 46817M107 13F (30d) 220 filings 200 filers Visit website Investor relations