• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G filed by Jackson Financial Inc.

    2/9/24 9:59:03 AM ET
    $JXN
    Life Insurance
    Finance
    Get the next $JXN alert in real time by email
    SC 13G 1 SEC13G_Filing.htm SEC SCHEDULE 13G

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    SCHEDULE 13G

    Under the Securities Exchange Act of 1934

    (Amendment No. _ )*

                

    Jackson Financial Inc


    (Name of Issuer)

    Common Stock


    (Title of Class of Securities)

    46817M107


    (CUSIP Number)

    December 29, 2023


    (Date of Event Which Requires Filing of this Statement)

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

    [X] Rule 13d-1(b)
    [ ] Rule 13d-1(c)
    [ ] Rule 13d-1(d)

    * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

    The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.)


    CUSIP No. 46817M107

    1. NAMES OF REPORTING PERSONS
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

    Dimensional Fund Advisors LP
    30-0447847
    2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*

    (a) [ ]
    (b) [X]
    3. SEC USE ONLY
    4. CITIZENSHIP OR PLACE OF ORGANIZATION

    Delaware Limited Partnership

    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH

    5. SOLE VOTING POWER 4,106,123 ** see Note 1 **
    6. SHARED VOTING POWER 0
    7. SOLE DISPOSITIVE POWER 4,175,972 ** see Note 1 **
    8. SHARED DISPOSITIVE POWER 0
    9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

    4,175,972 ** see Note 1 **
    10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES

    [ ]
    11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

    5.3%
    12. TYPE OF REPORTING PERSON

    IA

    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    


    Item 1.
    (a) Name of Issuer
    Jackson Financial Inc
    (b) Address of Issuer's Principal Executive Offices
    1 CORPORATE WAY, LANSING, MI 48951
    Item 2.
    (a) Name of Person Filing
    Dimensional Fund Advisors LP
    (b) Address of Principal Business Office or, if None, Residence
    6300 Bee Cave Road, Building One, Austin, TX 78746
    (c) Citizenship
    Delaware Limited Partnership
    (d) Title of Class of Securities
    Common Stock
    (e) CUSIP Number
    46817M107
    Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a:
    (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o).
    (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c).
    (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c).
    (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).
    (e) [X] An investment adviser in accordance with Rule 240.13d-1(b)(1)(ii)(E);
    (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 240.13d-1(b)(1)(ii)(F);
    (g) [ ] A parent holding company or control person in accordance with Rule 240.13d-1(b)(1)(ii)(G);
    (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(J).
    Item 4. Ownership.
    Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.
    (a) Amount Beneficially Owned:
    4,175,972 ** see Note 1 **
    (b) Percent of Class:
    5.3%
    (c) Number of shares as to which such person has:
    (i) sole power to vote or to direct the vote 4,106,123 ** see Note 1 **
    (ii) shared power to vote or to direct the vote 0
    (iii) sole power to dispose or to direct the disposition of 4,175,972 ** see Note 1 **
    (iv) shared power to dispose or to direct the disposition of 0
    ** Note 1 ** Dimensional Fund Advisors LP, an investment adviser registered under Section 203 of the Investment Advisors Act of 1940, furnishes investment advice to four investment companies registered under the Investment Company Act of 1940, and serves as investment manager or sub-adviser to certain other commingled funds, group trusts and separate accounts (such investment companies, trusts and accounts, collectively referred to as the "Funds"). In certain cases, subsidiaries of Dimensional Fund Advisors LP may act as an adviser or sub-adviser to certain Funds. In its role as investment advisor, sub-adviser and/or manager, Dimensional Fund Advisors LP or its subsidiaries (collectively, "Dimensional") may possess voting and/or investment power over the securities of the Issuer that are owned by the Funds, and may be deemed to be the beneficial owner of the shares of the Issuer held by the Funds. However, all securities reported in this schedule are owned by the Funds. Dimensional disclaims beneficial ownership of such securities. In addition, the filing of this Schedule 13G shall not be construed as an admission that the reporting person or any of its affiliates is the beneficial owner of any securities covered by this Schedule 13G for any other purposes than Section 13(d) of the Securities Exchange Act of 1934.
    Item 5. Ownership of Five Percent or Less of Class.
    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following: [ ]
    Item 6. Ownership of More than Five Percent on Behalf of Another Person.
    The Funds described in Note 1 above have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of the securities held in their respective accounts. To the knowledge of Dimensional, the interest of any one such Fund does not exceed 5% of the class of securities. Dimensional Fund Advisors LP disclaims beneficial ownership of all such securities.
    Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company.
    Not Applicable
    Item 8. Identification and Classification of Members of the Group.

    Not Applicable. This schedule is not being filed pursuant to Rule 13d-1(b)(1)(ii)(J) or Rule 13d-1(d).
    Item 9. Notice of Dissolution of Group.

    Not Applicable
    Item 10. Certification.

    By signing below, I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.


    SIGNATURE

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

    Dimensional Fund Advisors LP
    By: Dimensional Holdings Inc., General Partner
    By: /s/ Selwyn Notelovitz
    Date: February 14, 2024
    Name: Selwyn Notelovitz
    Title: Global Chief Compliance Officer

    Get the next $JXN alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $JXN

    DatePrice TargetRatingAnalyst
    11/14/2024$74.00 → $95.00In-line → Underperform
    Evercore ISI
    9/5/2024$109.00Overweight
    Barclays
    5/14/2024Outperform → Mkt Perform
    Keefe Bruyette
    2/28/2024$49.00 → $68.00Mkt Perform → Outperform
    Keefe Bruyette
    1/2/2024$55.00Buy → Hold
    Jefferies
    3/3/2022$40.00 → $42.00Equal-Weight
    Morgan Stanley
    1/26/2022$52.00Buy
    Jefferies
    1/7/2022$38.00 → $40.00Equal-Weight
    Morgan Stanley
    More analyst ratings

    $JXN
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Jackson to Report Second Quarter 2025 Financial Results on August 6

      Jackson Financial Inc.1 (NYSE:JXN) (Jackson®) today announced that it will release second quarter 2025 financial results, after market close Wednesday, August 6, 2025. Jackson's press release and supplemental financial materials will be available at investors.jackson.com. Jackson will host a conference call and webcast to discuss results at 9 a.m. ET Thursday, August 7, 2025. The live webcast is open to the public and can be accessed at investors.jackson.com. A replay will be available following the call. To register for the webcast, please click here. ABOUT JACKSON Jackson® (NYSE:JXN) is committed to helping clarify the complexity of retirement planning—for financial professionals an

      7/2/25 4:15:00 PM ET
      $JXN
      Life Insurance
      Finance
    • Jackson Names Lin Sun Chief Actuary

      Jackson Financial Inc.1 (NYSE:JXN) (Jackson®) announced today that Lin Sun has been named Senior Vice President and Chief Actuary. Sun joins the company with broad financial industry knowledge and extensive actuarial expertise. In this role, she has oversight of the organization's Actuarial department, with responsibility for valuation, pricing and other actuarial functions. Sun succeeds Steve Binioris, who was recently appointed to serve as the company's Executive Vice President and Chief Risk Officer. She assumed the role on June 16 and reports to Don Cummings, Executive Vice President and Chief Financial Officer of Jackson. "Our team is delighted to welcome Lin to Jackson," said Cummin

      6/16/25 4:15:00 PM ET
      $JXN
      Life Insurance
      Finance
    • Jackson Awards $900,000 in Grants to Nonprofits Across Lansing, Nashville and Chicago

      Jackson National Life Insurance Company® (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE:JXN), today announced it has awarded $900,000 to nonprofits serving the communities where Jackson has offices: Lansing, Michigan; Nashville, Tennessee; and Chicago, Illinois. These grants will fund a variety of initiatives led by the nonprofit recipients, including homeownership and housing assistance, veteran services and support to stabilize families and individuals in need. "Jackson is proud to invest in the important work our nonprofit grantees do to strengthen families and increase economic opportunities," said Danielle Robinson, Vice President, Corporate Communications

      6/11/25 9:15:00 AM ET
      $JXN
      Life Insurance
      Finance

    $JXN
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Durant Gregory T bought $135,420 worth of shares (1,500 units at $90.28) (SEC Form 4)

      4 - Jackson Financial Inc. (0001822993) (Issuer)

      12/12/24 4:10:38 PM ET
      $JXN
      Life Insurance
      Finance
    • Director Noles Russell G bought $58,996 worth of shares (700 units at $84.28), increasing direct ownership by 2% to 30,666 units (SEC Form 4)

      4 - Jackson Financial Inc. (0001822993) (Issuer)

      8/14/24 4:16:16 PM ET
      $JXN
      Life Insurance
      Finance
    • Cummings Don W bought $205,160 worth of shares (2,826 units at $72.60), increasing direct ownership by 6% to 47,092 units (SEC Form 4)

      4 - Jackson Financial Inc. (0001822993) (Issuer)

      6/7/24 8:02:48 AM ET
      $JXN
      Life Insurance
      Finance

    $JXN
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Jackson Financial downgraded by Evercore ISI with a new price target

      Evercore ISI downgraded Jackson Financial from In-line to Underperform and set a new price target of $95.00 from $74.00 previously

      11/14/24 7:38:18 AM ET
      $JXN
      Life Insurance
      Finance
    • Barclays initiated coverage on Jackson Financial with a new price target

      Barclays initiated coverage of Jackson Financial with a rating of Overweight and set a new price target of $109.00

      9/5/24 8:11:54 AM ET
      $JXN
      Life Insurance
      Finance
    • Jackson Financial downgraded by Keefe Bruyette

      Keefe Bruyette downgraded Jackson Financial from Outperform to Mkt Perform

      5/14/24 9:23:49 AM ET
      $JXN
      Life Insurance
      Finance

    $JXN
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • President and CEO PPM America Smith Craig Donald was granted 278 shares, increasing direct ownership by 0.24% to 116,700 units (SEC Form 4)

      4 - Jackson Financial Inc. (0001822993) (Issuer)

      6/30/25 4:41:00 PM ET
      $JXN
      Life Insurance
      Finance
    • President and CEO, JNLD Romine Scott was granted 212 shares, increasing direct ownership by 0.28% to 77,030 units (SEC Form 4)

      4 - Jackson Financial Inc. (0001822993) (Issuer)

      6/30/25 4:40:39 PM ET
      $JXN
      Life Insurance
      Finance
    • EVP and General Counsel Chelko Carrie was granted 163 shares, increasing direct ownership by 0.22% to 74,928 units (SEC Form 4)

      4 - Jackson Financial Inc. (0001822993) (Issuer)

      6/30/25 4:40:17 PM ET
      $JXN
      Life Insurance
      Finance

    $JXN
    SEC Filings

    See more
    • Jackson Financial Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders, Financial Statements and Exhibits

      8-K - Jackson Financial Inc. (0001822993) (Filer)

      5/27/25 5:20:36 PM ET
      $JXN
      Life Insurance
      Finance
    • SEC Form 13F-NT filed by Jackson Financial Inc.

      13F-NT - Jackson Financial Inc. (0001822993) (Filer)

      5/13/25 7:46:15 AM ET
      $JXN
      Life Insurance
      Finance
    • Jackson Financial Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - Jackson Financial Inc. (0001822993) (Filer)

      5/7/25 4:26:20 PM ET
      $JXN
      Life Insurance
      Finance

    $JXN
    Financials

    Live finance-specific insights

    See more
    • Jackson to Report Second Quarter 2025 Financial Results on August 6

      Jackson Financial Inc.1 (NYSE:JXN) (Jackson®) today announced that it will release second quarter 2025 financial results, after market close Wednesday, August 6, 2025. Jackson's press release and supplemental financial materials will be available at investors.jackson.com. Jackson will host a conference call and webcast to discuss results at 9 a.m. ET Thursday, August 7, 2025. The live webcast is open to the public and can be accessed at investors.jackson.com. A replay will be available following the call. To register for the webcast, please click here. ABOUT JACKSON Jackson® (NYSE:JXN) is committed to helping clarify the complexity of retirement planning—for financial professionals an

      7/2/25 4:15:00 PM ET
      $JXN
      Life Insurance
      Finance
    • Jackson Adds Nasdaq 100 Index Option, Offers Full Principal Protection Option in Latest Registered Index-Linked Annuity Launch

      Enhancements also made to flagship traditional variable annuity product suite Jackson National Life Insurance Company® (Jackson®), the main operating subsidiary of Jackson Financial Inc.1 (NYSE:JXN), today launched Jackson Market Link Pro® III (JMLPIII) and Jackson Market Link Pro Advisory® III (JMLPAIII), further enhancing Jackson's suite of registered index-linked annuities (RILAs). JMLPIII (commission-based) and JMLPAIII (fee-based) give consumers the potential to grow assets before and during retirement while offering different degrees of protection, including full principal protection, against unexpected market events. Additionally, Jackson recently made enhancements to its flagship t

      5/19/25 9:15:00 AM ET
      $JXN
      Life Insurance
      Finance
    • Jackson Announces First Quarter 2025 Results

      Jackson Financial Inc. (NYSE:JXN) (Jackson®) today announced its financial results for the first quarter ended March 31, 2025. First Quarter 2025 Key Highlights Retail annuity sales1 of $4.0 billion in the first quarter of 2025, up 9% from the first quarter of 2024 Variable annuity sales1 of $2.7 billion in the first quarter of 2025, up 9% from the first quarter of 2024, with a more than 40% increase in sales of variable annuities without lifetime benefits Registered index-linked annuity (RILA) sales of $1.2 billion in the first quarter of 2025, up 3% from the first quarter of 2024 Fixed and fixed index annuity sales of $174 million in the first quarter of 2025, up 74% from the fir

      5/7/25 4:15:00 PM ET
      $JXN
      Life Insurance
      Finance

    $JXN
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G filed by Jackson Financial Inc.

      SC 13G - Jackson Financial Inc. (0001822993) (Subject)

      7/25/24 9:58:17 AM ET
      $JXN
      Life Insurance
      Finance
    • SEC Form SC 13G/A filed by Jackson Financial Inc. (Amendment)

      SC 13G/A - Jackson Financial Inc. (0001822993) (Subject)

      3/7/24 2:07:51 PM ET
      $JXN
      Life Insurance
      Finance
    • SEC Form SC 13G/A filed by Jackson Financial Inc. (Amendment)

      SC 13G/A - Jackson Financial Inc. (0001822993) (Subject)

      3/7/24 12:29:51 PM ET
      $JXN
      Life Insurance
      Finance

    $JXN
    Leadership Updates

    Live Leadership Updates

    See more
    • Jackson Names Lin Sun Chief Actuary

      Jackson Financial Inc.1 (NYSE:JXN) (Jackson®) announced today that Lin Sun has been named Senior Vice President and Chief Actuary. Sun joins the company with broad financial industry knowledge and extensive actuarial expertise. In this role, she has oversight of the organization's Actuarial department, with responsibility for valuation, pricing and other actuarial functions. Sun succeeds Steve Binioris, who was recently appointed to serve as the company's Executive Vice President and Chief Risk Officer. She assumed the role on June 16 and reports to Don Cummings, Executive Vice President and Chief Financial Officer of Jackson. "Our team is delighted to welcome Lin to Jackson," said Cummin

      6/16/25 4:15:00 PM ET
      $JXN
      Life Insurance
      Finance
    • PPM America Hires Seasoned Emerging Market Debt Team

      PPM America, Inc. (PPM) today announced the addition of a seasoned emerging market (EM) debt team from Western Asset Management. The team includes Mark Hughes, senior managing director, portfolio manager and co-head of EM debt, Kevin Ritter, senior managing director, portfolio manager and co-head of EM debt, Matthew Graves, managing director and portfolio manager/analyst and Kevin Zhang, vice president and analyst. The team averages 22 years of investment experience and have worked together for nearly a decade with portfolio managers having worked together since 2009. "We are excited to expand our capabilities in emerging market debt," said Jeff Seaver, PPM's Head of Global Distribution.

      1/13/25 7:30:00 AM ET
      $JXN
      Life Insurance
      Finance