Barrow, Hanley, Mewhinney & Strauss’s Jackson Financial JXN Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio JXN Stock Details JXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-57	Closed	-$6.08K	–	397
2025 Q4	$6.08K	Buy	57 +11	+24%	+$1.09K	﹤0.01%	259
2025 Q3	$4.66K	Buy	+46	New	+$4.3K	﹤0.01%	278
2024 Q1	–	Sell	-242	Closed	-$12.4K	–	304
2023 Q4	$12.4K	Hold	242	–	–	﹤0.01%	168
2023 Q3	$9.25K	Hold	242	–	–	﹤0.01%	196
2023 Q2	$7.41K	Hold	242	–	–	﹤0.01%	204
2023 Q1	$9.05K	Sell	242 -42	-15%	-$1.73K	﹤0.01%	190
2022 Q4	$9.88K	Sell	284 -44	-13%	-$1.53K	﹤0.01%	171
2022 Q3	$9K	Buy	+328	New	+$9.69K	﹤0.01%	160
2021 Q4	–	Sell	-127,171	Closed	-$3.31M	–	351
2021 Q3	$3.31M	Buy	+127,171	New	+$3.46M	0.01%	151

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's JXN Position: Q1 2026 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Jackson Financial (JXN) in Q1 2026, closing a stake of 57 shares — an estimated $6.08K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in JXN in Q3 2021 and held it in 9 quarters. The position peaked at $3.31M in Q3 2021. 514 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

Barrow, Hanley, Mewhinney & Strauss reported no remaining Jackson Financial position as of Q1 2026 after selling out during the quarter.
Barrow, Hanley, Mewhinney & Strauss sold 57 Jackson Financial shares in Q1 2026, an estimated $6.08K.
Barrow, Hanley, Mewhinney & Strauss first reported a position in Jackson Financial in Q3 2021 and held it in 9 quarters.
Barrow, Hanley, Mewhinney & Strauss's Jackson Financial position peaked at $3.31M in Q3 2021.
514 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2026, filed 13 May 2026.