13F-NT: Jackson Financial Files Q2 2025 13F Notice
Institutional Holdings Notice
Jackson Financial Inc. filed a Form 13F-NT for the quarter ended June 30, 2025, indicating its investment holdings are reported by affiliated managers.
Summary
- Jackson Financial Inc. filed a Form 13F-NT for the calendar quarter ended June 30, 2025.
- This filing is a 13F Notice, meaning no investment holdings are reported directly within this document.
- All investment holdings for Jackson Financial Inc. are reported by other affiliated institutional investment managers.
- The affiliated managers responsible for reporting are PPM America Inc./IL (Form 13F File No. 028-03586) and Jackson National Asset Management LLC (Form 13F File No. 028-06761).
Sentiment
Score: 5
Explanation: The filing is an administrative Form 13F-NT, indicating that Jackson Financial Inc.'s holdings are reported by other entities. It contains no financial performance data or strategic updates, thus maintaining a neutral sentiment.
Future Outlook
No forward-looking statements or guidance are provided in this administrative filing.
Industry Context
Form 13F-NT filings are standard administrative disclosures for institutional investment managers. This filing indicates Jackson Financial Inc. utilizes a common structure where its investment holdings are reported by affiliated entities, a practice often seen in large financial groups for consolidated reporting purposes.
Related Party Transactions
- Jackson Financial Inc.'s investment holdings are reported by two affiliated managers: PPM America Inc./IL and Jackson National Asset Management LLC, as disclosed in this notice filing.
Stakeholder Impact
- This administrative filing primarily informs stakeholders about the reporting structure of Jackson Financial Inc.'s investment holdings, with minimal direct financial or operational impact on shareholders, employees, customers, suppliers, or creditors.
Key Dates
| Date | Description |
|---|---|
| 06-30-2025 | End of the calendar quarter for which the Form 13F-NT is filed. |
| 08-12-2025 | Date the Form 13F-NT was signed and submitted by Carrie L. Chelko. |
Keywords
13F-NT, Jackson Financial Inc., Institutional Investment Manager, SEC Filing, Holdings Report, PPM America, Jackson National Asset Management, Investment Management
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