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
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

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors's JXN Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Jackson Financial (JXN) stake by 1.4% in Q2 2026, buying an estimated $6.15M and bringing the position to 4,117,157 shares worth $422M. The position accounts for 0.08% of the portfolio, ranked #253.

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. 505 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Dimensional Fund Advisors held 4,117,157 shares of Jackson Financial worth $422M as of Q2 2026.
  • Dimensional Fund Advisors bought 56,807 Jackson Financial shares in Q2 2026, an estimated $6.15M.
  • Jackson Financial made up 0.08% of Dimensional Fund Advisors's portfolio in Q2 2026, its #253 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.
  • 505 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.