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JXN icon

Bill Miller’s Jackson Financial JXN Stock Holding History

Bill Miller’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
Q2 		$8.21M Sell
80,142
-538
-0.7% -$58.3K 1.94% 18
2026
Q1 		$8.53M Sell
80,680
-5,470
-6% -$612K 2.23% 17
2025
Q4 		$9.19M Sell
86,150
-7,675
-8% -$763K 3.24% 13
2025
Q3 		$9.5M Sell
93,825
-31,170
-25% -$2.91M 3.49% 10
2025
Q2 		$11.1M Buy
124,995
+4,045
+3% +$328K 4.71% 7
2025
Q1 		$10.1M Sell
120,950
-16,420
-12% -$1.46M 4.62% 6
2024
Q4 		$12M Buy
137,370
+7,035
+5% +$687K 5.11% 7
2024
Q3 		$11.9M Sell
130,335
-15,500
-11% -$1.29M 6.71% 3
2024
Q2 		$10.8M Sell
145,835
-6,775
-4% -$484K 6.92% 3
2024
Q1 		$10.1M Sell
152,610
-47,145
-24% -$2.56M 6.45% 4
2023
Q4 		$10.2M Sell
199,755
-20,820
-9% -$916K 6.07% 4
2023
Q3 		$8.43M Buy
220,575
+5,525
+3% +$193K 5.3% 2
2023
Q2 		$6.58M Buy
215,050
+5,825
+3% +$188K 4.33% 8
2023
Q1 		$7.83M Sell
209,225
-41,215
-16% -$1.69M 0.49% 36
2022
Q4 		$8.71M Sell
250,440
-9,085
-4% -$316K 0.56% 36
2022
Q3 		$7.2M Buy
259,525
+22,055
+9% +$652K 0.44% 41
2022
Q2 		$6.35M Buy
237,470
+48,520
+26% +$1.77M 0.32% 44
2022
Q1 		$8.36M Buy
188,950
+93,950
+99% +$3.91M 0.27% 47
2021
Q4 		$3.97M Buy
+95,000
New +$3.11M 0.11% 63

Other funds holding JXN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bill Miller's JXN Position: Q2 2026 in Review

Bill Miller reduced its Jackson Financial (JXN) stake by 0.67% in Q2 2026, selling an estimated $58.3K and leaving 80,142 shares worth $8.21M. The position accounts for 1.94% of the portfolio, ranked #18.

Bill Miller first reported a position in JXN in Q4 2021 and has held it in 19 quarters since. The position peaked at $12M in Q4 2024. 503 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Bill Miller held 80,142 shares of Jackson Financial worth $8.21M as of Q2 2026.
  • Bill Miller sold 538 Jackson Financial shares in Q2 2026, an estimated $58.3K.
  • Jackson Financial made up 1.94% of Bill Miller's portfolio in Q2 2026, its #18 holding.
  • Bill Miller first reported a position in Jackson Financial in Q4 2021 and has held it in 19 quarters since.
  • Bill Miller's Jackson Financial position peaked at $12M in Q4 2024.
  • 503 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Miller Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.