Chuck Royce's JXN Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 9,858 shares of Jackson Financial Inc. (JXN) worth $997,925, representing 0.01% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in JXN, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 8,490 shares. Largest reduction occurred in Q3 2025, reducing 7,950 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Jackson Financial (JXN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jackson Financial (JXN) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2022 | +4,995 | New Buy | 4,995 | $44.24 |
| Q2 2022 | -4,995 | Sold Out | 4,995 | $0.00 |
| Q4 2022 | +7,965 | New Buy | 7,965 | $34.79 |
| Q1 2023 | -481 | Reduce 6.04% | 7,484 | $37.41 |
| Q2 2023 | +844 | Add 11.28% | 8,328 | $30.61 |
| Q3 2023 | +541 | Add 6.50% | 8,869 | $38.22 |
| Q1 2024 | -8,869 | Sold Out | 8,869 | $0.00 |
| Q2 2024 | +9,318 | New Buy | 9,318 | $74.26 |
| Q2 2025 | +8,490 | Add 91.11% | 17,808 | $88.79 |
| Q3 2025 | -7,950 | Reduce 44.64% | 9,858 | $101.23 |
Chuck Royce's Jackson Financial Investment FAQs
Chuck Royce first purchased Jackson Financial Inc. (JXN) in Q1 2022, acquiring 4,995 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Jackson Financial Inc. (JXN) for 15 quarters since Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to Jackson Financial Inc. (JXN) was in Q2 2024, adding 9,318 shares worth $691,955. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 9,858 shares of Jackson Financial Inc. (JXN), valued at approximately $997,925. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Jackson Financial Inc. (JXN) represents approximately 0.01% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in Jackson Financial Inc. (JXN) was 17,808 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.