Joel Greenblatt's JXN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 3,596 shares of Jackson Financial Inc. (JXN) worth $364,023, representing 0.00% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in JXN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 5,784 shares. Largest reduction occurred in Q1 2024, reducing 13,376 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Jackson Financial (JXN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jackson Financial (JXN) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +5,276 | New Buy | 5,276 | $41.89 |
| Q1 2022 | +392 | Add 7.43% | 5,668 | $44.28 |
| Q2 2022 | -5,668 | Sold Out | 5,668 | $0.00 |
| Q4 2022 | +11,186 | New Buy | 11,186 | $34.79 |
| Q1 2023 | +5,784 | Add 51.71% | 16,970 | $37.41 |
| Q2 2023 | -16,970 | Sold Out | 16,970 | $0.00 |
| Q1 2024 | +3,594 | New Buy | 3,594 | $66.14 |
| Q2 2025 | +2 | Add 0.06% | 3,596 | $88.79 |
Joel Greenblatt's Jackson Financial Investment FAQs
Joel Greenblatt first purchased Jackson Financial Inc. (JXN) in Q4 2021, acquiring 5,276 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Jackson Financial Inc. (JXN) for 16 quarters since Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Jackson Financial Inc. (JXN) was in Q4 2022, adding 11,186 shares worth $389,161. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 3,596 shares of Jackson Financial Inc. (JXN), valued at approximately $364,023. 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 Joel Greenblatt'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.
Joel Greenblatt's peak holding in Jackson Financial Inc. (JXN) was 16,970 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.