Jeremy Grantham's JXN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 2,351 shares of Jackson Financial Inc. (JXN) worth $237,992, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in JXN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 50,875 shares. Largest reduction occurred in Q4 2024, reducing 40,738 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Jackson Financial (JXN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jackson Financial (JXN) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +13,800 | New Buy | 13,800 | $37.41 |
| Q2 2023 | -13,800 | Sold Out | 13,800 | $0.00 |
| Q3 2023 | +23,541 | New Buy | 23,541 | $38.22 |
| Q4 2023 | +50,875 | Add 216.11% | 74,416 | $51.20 |
| Q1 2024 | +22,658 | Add 30.45% | 97,074 | $66.14 |
| Q2 2024 | -13,052 | Reduce 13.45% | 84,022 | $74.26 |
| Q3 2024 | -12,530 | Reduce 14.91% | 71,492 | $91.23 |
| Q4 2024 | -40,738 | Reduce 56.98% | 30,754 | $87.08 |
| Q1 2025 | -13,080 | Reduce 42.53% | 17,674 | $83.78 |
| Q2 2025 | +1,070 | Add 6.05% | 18,744 | $88.79 |
| Q3 2025 | -16,393 | Reduce 87.46% | 2,351 | $101.23 |
Jeremy Grantham's Jackson Financial Investment FAQs
Jeremy Grantham first purchased Jackson Financial Inc. (JXN) in Q1 2023, acquiring 13,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Jackson Financial Inc. (JXN) for 11 quarters since Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Jackson Financial Inc. (JXN) was in Q4 2023, adding 74,416 shares worth $3.81 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 2,351 shares of Jackson Financial Inc. (JXN), valued at approximately $237,992. 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 0.00% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in Jackson Financial Inc. (JXN) was 97,074 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.