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
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
+959,377
+52% +$39.4M 0.04% 751
2022
Q4 		$64.8K Buy
1,862,794
+871,591
+88% +$30.3M 0.02% 1095
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Dimensional Fund Advisors's JXN Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Jackson Financial (JXN) stake by 0.46% in Q1 2026, buying an estimated $2.1M and bringing the position to 4,060,350 shares worth $429M. The position accounts for 0.09% of the portfolio, ranked #209.

Dimensional Fund Advisors first reported a position in JXN in Q3 2021 and has held it in 19 quarters since. The position peaked at $431M in Q4 2025. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Dimensional Fund Advisors held 4,060,350 shares of Jackson Financial worth $429M as of Q1 2026.
  • Dimensional Fund Advisors bought 18,740 Jackson Financial shares in Q1 2026, an estimated $2.1M.
  • Jackson Financial made up 0.09% of Dimensional Fund Advisors's portfolio in Q1 2026, its #209 holding.
  • Dimensional Fund Advisors first reported a position in Jackson Financial in Q3 2021 and has held it in 19 quarters since.
  • Dimensional Fund Advisors's Jackson Financial position peaked at $431M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.