Jim Simons
JXN icon

Jim Simons’s Jackson Financial JXN Stock Holding History

Jim Simons’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 		$10.8M Buy
+102,500
New +$11.5M 0.02% 934
2025
Q3 		– Sell
-126,200
Closed -$11.2M – 3714
2025
Q2 		$11.2M Buy
+126,200
New +$10.2M 0.01% 1002
2024
Q4 		– Sell
-24,700
Closed -$2.25M – 3739
2024
Q3 		$2.25M Buy
+24,700
New +$2.06M ﹤0.01% 1942
2023
Q3 		– Sell
-219,303
Closed -$6.71M – 3901
2023
Q2 		$6.71M Buy
219,303
+88,344
+67% +$2.85M 0.01% 1247
2023
Q1 		$4.9M Sell
130,959
-298,141
-69% -$12.2M 0.01% 1488
2022
Q4 		$14.9M Sell
429,100
-574,000
-57% -$19.9M 0.02% 872
2022
Q3 		$27.8M Buy
1,003,100
+485,100
+94% +$14.3M 0.04% 514
2022
Q2 		$13.9M Buy
518,000
+359,700
+227% +$13.1M 0.02% 933
2022
Q1 		$7M Buy
158,300
+92,600
+141% +$3.86M 0.01% 1362
2021
Q4 		$2.75M Buy
+65,700
New +$2.15M ﹤0.01% 1912

Other funds holding JXN

BlackRock
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jim Simons's JXN Position: Q1 2026 in Review

Jim Simons opened a new position in Jackson Financial (JXN) in Q1 2026: 102,500 shares worth $10.8M. The stake represents 0.02% of the portfolio and ranks #934 among its holdings. This is a return to the name: Jim Simons previously reported a position in JXN as recently as Q2 2025.

Jim Simons first reported a position in JXN in Q4 2021 and has held it in 10 quarters since. The position peaked at $27.8M in Q3 2022. 514 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Jim Simons held 102,500 shares of Jackson Financial worth $10.8M as of Q1 2026.
  • Jackson Financial was a new Jim Simons position in Q1 2026.
  • Jackson Financial made up 0.02% of Jim Simons's portfolio in Q1 2026, its #934 holding.
  • Jim Simons first reported a position in Jackson Financial in Q4 2021 and has held it in 10 quarters since.
  • Jim Simons's Jackson Financial position peaked at $27.8M in Q3 2022.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.