13F-NT: Jackson Financial Files 13F-NT Notice for Q1 2026
Institutional Holdings Notice
Jackson Financial Inc. filed a Form 13F-NT notice, indicating its investment holdings are reported by affiliated managers for the quarter ended March 31, 2026.
Summary
- Jackson Financial Inc. submitted a Form 13F-NT, which is a notice report for institutional investment managers.
- This filing indicates that Jackson Financial Inc. itself is not reporting any holdings in this specific document.
- All investment holdings for Jackson Financial Inc. are reported by other affiliated managers.
- The report covers the calendar quarter ended March 31, 2026.
- The managers reporting holdings on behalf of Jackson Financial Inc. include PPM AMERICA INC/IL, JACKSON NATIONAL ASSET MANAGEMENT LLC, and Jackson Brooke LLC.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a routine administrative filing with no direct impact on company sentiment, as it provides no new material financial or operational information.
Future Outlook
NA
Management Comments
- Carrie L. Chelko, EVP and General Counsel, signed the report, representing that the person signing is authorized, and all information is true, correct, and complete.
Industry Context
StockSavvy.ai notes that 13F-NT filings are standard for institutional investment managers whose holdings are reported by sub-advisors or affiliates. This ensures transparency in aggregated holdings across a complex organizational structure, allowing the SEC and public to track significant institutional investment positions.
Stakeholder Impact
- Shareholders: Provides clarity on the reporting structure for the company's investment holdings, confirming that these are disclosed through affiliated entities.
- Regulatory Authorities: Fulfills SEC reporting requirements for institutional investment managers.
Key Dates
| Date | Description |
|---|---|
| 03-31-2026 | End of the calendar year or quarter for which the report is filed. |
| 05-12-2026 | Date the report was signed and submitted by Carrie L. Chelko, EVP and General Counsel. |
Keywords
Jackson Financial, 13F-NT, SEC Filing, Institutional Investment Manager, Holdings Report, PPM America, Jackson National Asset Management, Jackson Brooke LLC
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