Jackson Financial JXN
NYSE JXN
$133.28 +3.03 (+2.33%)
At close: Oct 22, 2026 · 4:00 PM EDT

Jackson Financial (JXN) Long-Term Investments (2020 - 2026)

Updated

Jackson Financial (JXN) posted Long-Term Investments of $75.31 billion for Q2 2026, up 15.9% from $64.98 billion a year earlier and up 6.1% from the prior quarter.

Analysis

Jackson Financial (JXN) Long-Term Investments (2020 - 2026) Analysis & Trends

At the end of FY2025, Jackson Financial's Long-Term Investments came in at $69.23 billion, up 13.5% from FY2024.

  • Annual Long-Term Investments shows a five-year compound annual growth rate of -3.0% (FY2020 to FY2025).
  • In prior years, Jackson Financial's Long-Term Investments was $61.01 billion in FY2024 (+0.2%), $60.86 billion in FY2023 (-7.7%), $65.95 billion in FY2022 (-11.2%) and $74.23 billion in FY2021 (-7.8%).
  • The Q2 2026 figure stands as the highest quarterly Long-Term Investments since Q4 2020.
  • On a year-over-year basis, Long-Term Investments has increased in each of the last eight quarters, with growth averaging 8.1% over the last eight quarters.
  • The strongest year-over-year quarter for Long-Term Investments in the past five years was Q2 2026, with growth of 15.9%; the weakest was Q3 2022, with a decline of 11.2%.
  • According to Business Quant data, Long-Term Investments for the three prior quarters was $71.01 billion (Q1 2026), $69.23 billion (Q4 2025) and $67.69 billion (Q3 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Berkshire Hathaway 1,178.60 Bn -238.88 Bn 55.86 Bn 19.95 Bn
2 Chubb 140.37 Bn 92.42 Bn 9.13 Bn 172.65 Bn
3 Progressive 133.48 Bn 109.32 Bn 9.04 Bn 97.22 Bn
4 Marsh & Mclennan Companies 94.69 Bn 87.08 Bn - -
5 Travelers Companies 84.57 Bn 60.82 Bn 6.23 Bn 103.18 Bn
6 Manulife Financial 77.66 Bn -16.05 Bn - 40.54 Bn
7 Arthur J. Gallagher 69.43 Bn 63.86 Bn - -
8 Metlife 66.04 Bn -40.44 Bn 7.82 Bn 482.56 Bn
9 Allstate 65.83 Bn 27.08 Bn 8.73 Bn 87.80 Bn
10 Jackson Financial 9.09 Bn -12.19 Bn - 75.31 Bn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 75.31 Bn
Mar 31, 2026 71.01 Bn
Dec 31, 2025 69.23 Bn
Sep 30, 2025 67.69 Bn
Jun 30, 2025 64.98 Bn
Mar 31, 2025 63.73 Bn
Dec 31, 2024 61.01 Bn
Sep 30, 2024 63.00 Bn
Jun 30, 2024 60.67 Bn
Mar 31, 2024 60.17 Bn
Dec 31, 2023 60.86 Bn
Sep 30, 2023 61.12 Bn
Jun 30, 2023 64.28 Bn
Mar 31, 2023 66.89 Bn
Dec 31, 2022 65.95 Bn
Sep 30, 2022 65.89 Bn
Jun 30, 2022 67.13 Bn
Mar 31, 2022 69.35 Bn
Dec 31, 2021 74.23 Bn
Sep 30, 2021 74.20 Bn
API Access

Jackson Financial Long-Term Investments API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=long-term-investments&ticker=JXN&period=max&api_key=YOUR_API_KEY