MVP
JXN icon

Miller Value Partners’s Jackson Financial JXN Stock Holding History

Miller Value Partners’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 		$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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Miller Value Partners's JXN Position: Q1 2026 in Review

Miller Value Partners reduced its Jackson Financial (JXN) stake by 6.3% in Q1 2026, selling an estimated $612K and leaving 80,680 shares worth $8.53M. The position accounts for 2.23% of the portfolio, ranked #17.

Miller Value Partners first reported a position in JXN in Q4 2021 and has held it in 18 quarters since. The position peaked at $12M in Q4 2024. 512 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Miller Value Partners held 80,680 shares of Jackson Financial worth $8.53M as of Q1 2026.
  • Miller Value Partners sold 5,470 Jackson Financial shares in Q1 2026, an estimated $612K.
  • Jackson Financial made up 2.23% of Miller Value Partners's portfolio in Q1 2026, its #17 holding.
  • Miller Value Partners first reported a position in Jackson Financial in Q4 2021 and has held it in 18 quarters since.
  • Miller Value Partners's Jackson Financial position peaked at $12M in Q4 2024.
  • 512 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Miller Value Partners's 13F filing for Q1 2026, filed 15 May 2026.