Dimensional Fund Advisors
JXN icon

Dimensional Fund Advisors’s Jackson Financial JXN Stock Holding History

Dimensional Fund Advisors’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
Q3 		$534M Buy
4,130,153
+12,996
+0.3% +$1.66M 0.1% 166
2026
Q2 		$422M Buy
4,117,157
+56,807
+1% +$6.15M 0.08% 253
2026
Q1 		$429M Buy
4,060,350
+18,740
+0.5% +$2.1M 0.09% 209
2025
Q4 		$431M Buy
4,041,610
+46,661
+1% +$4.64M 0.09% 189
2025
Q3 		$404M Buy
3,994,949
+18,249
+0.5% +$1.7M 0.09% 205
2025
Q2 		$353M Sell
3,976,700
-153,398
-4% -$12.4M 0.08% 230
2025
Q1 		$346M Sell
4,130,098
-268,748
-6% -$23.9M 0.09% 211
2024
Q4 		$383M Sell
4,398,846
-204,197
-4% -$19.9M 0.09% 175
2024
Q3 		$420M Buy
4,603,043
+131,708
+3% +$11M 0.1% 155
2024
Q2 		$332M Buy
4,471,335
+163,598
+4% +$11.7M 0.09% 191
2024
Q1 		$285M Buy
4,307,737
+131,767
+3% +$7.15M 0.08% 252
2023
Q4 		$214M Buy
4,175,970
+399,665
+11% +$17.6M 0.06% 359
2023
Q3 		$144M Buy
3,776,305
+258,700
+7% +$9.04M 0.05% 523
2023
Q2 		$108M Buy
3,517,605
+695,434
+25% +$22.4M 0.03% 771
2023
Q1 		$106M Buy
+2,822,171
New +$116M 0.04% 751
2022
Q3 		$27.5M Buy
991,203
+830,676
+517% +$24.5M 0.01% 1639
2022
Q2 		$4.3M Buy
160,527
+82,364
+105% +$3M ﹤0.01% 2495
2022
Q1 		$3.48M Sell
78,163
-857
-1% -$35.7K ﹤0.01% 2648
2021
Q4 		$3.3M Sell
79,020
-3,032
-4% -$99.3K ﹤0.01% 2701
2021
Q3 		$2.15M Buy
+82,052
New +$2.23M ﹤0.01% 2836

Other funds holding JXN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Dimensional Fund Advisors's JXN Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Jackson Financial (JXN) stake by 0.32% in Q3 2026, buying an estimated $1.66M and bringing the position to 4,130,153 shares worth $534M. The position accounts for 0.1% of the portfolio, ranked #166.

Dimensional Fund Advisors first reported a position in JXN in Q3 2021 and has held it in 20 quarters since. 257 funds tracked by Wall St. Rank hold JXN as of Q3 2026.

  • Dimensional Fund Advisors held 4,130,153 shares of Jackson Financial worth $534M as of Q3 2026.
  • Dimensional Fund Advisors bought 12,996 Jackson Financial shares in Q3 2026, an estimated $1.66M.
  • Jackson Financial made up 0.1% of Dimensional Fund Advisors's portfolio in Q3 2026, its #166 holding.
  • Dimensional Fund Advisors first reported a position in Jackson Financial in Q3 2021 and has held it in 20 quarters since.
  • 257 funds tracked by Wall St. Rank held Jackson Financial as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.