Filer Snapshot

Jackson Financial Management

CIK 0001730475. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

10

Latest filing

17 Jan 2020

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q4 2019. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$193.68M

43 holdings for Q4 2019

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Largest parsed holding

POWA

$20.01M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 17 Jan 2020 for CIK 0001730475.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$193.68M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$193.68M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
POWA GLD GSY RSPS IHF
+15 moreXMLV ITA BSCK IHI KYN PCEF ROBO PSI AAPL KIE EEM HACK AMLP SPLV GTO

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

POWA GLD GSY RSPS IHF XMLV ITA BSCK
+12 moreIHI KYN PCEF ROBO PSI AAPL KIE EEM HACK AMLP SPLV GTO
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
151 Kalmus Drive, Suite H7, Costa Mesa, CA, 92626
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
CA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Jackson Financial Management

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $193.68M across 43 reported holdings for Q4 2019.
  • Largest parsed 13F holding: POWA at $20.01M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 43 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q4 2019 - 17 Jan 2020

Top 5 concentration

40%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$76.76M

Compared with $193.68M total 13F value.

Top 5 net change

+$5.36M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: KIE ยท Largest trim: IGPT

POWA GLD GSY RSPS IHF Other holdings

POWA

10.3%

Invesco Exch Trd Slf Idx Fd

$20.01M

GLD

7.6%

Spdr Gold Trust

$14.71M

GSY

7.3%

Invesco Actively Managd Etf

$14.1M

RSPS

7.3%

Invesco Exchange Traded Fd T

$14.08M

IHF

7.2%

Ishares Tr

$13.86M

Latest update

What changed recently for Jackson Financial Management

New filing available

Latest 13F period: Q4 2019. Open the source-backed page to inspect the fresh filing or facts context.

Update date

17 Jan 2020

Page type

Filer profile

Latest period

Q4 2019

Institutional portfolio context was refreshed from a 13F filing filed on 17 Jan 2020.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Jackson Financial Management has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q4 2019. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001730475 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
10
First seen
12 Feb 2018
Latest filing
17 Jan 2020
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

Jackson Financial Management SEC filings Jackson Financial Management 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 10 of 10 SEC filings for Jackson Financial Management.

13F-HR

13F-HR filing

Filing date
17 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
01 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
31 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 May 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
07 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
19 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
18 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
30 Apr 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
30 Apr 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
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