Ray Dalio
JXN icon

Ray Dalio’s Jackson Financial JXN Stock Holding History

Ray Dalio’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 		$9.31M Sell
88,038
-23,704
-21% -$2.65M 0.04% 276
2025
Q4 		$11.9M Sell
111,742
-5,464
-5% -$543K 0.04% 307
2025
Q3 		$11.9M Buy
+117,206
New +$10.9M 0.05% 307

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 $481B AUM 30.42% 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 $1.61T 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

Ray Dalio's JXN Position: Q1 2026 in Review

Ray Dalio reduced its Jackson Financial (JXN) stake by 21% in Q1 2026, selling an estimated $2.65M and leaving 88,038 shares worth $9.31M. The position accounts for 0.04% of the portfolio, ranked #276.

Ray Dalio first reported a position in JXN in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.9M in Q4 2025. 514 funds tracked by Wall St. Rank hold JXN as of Q1 2026.

  • Ray Dalio held 88,038 shares of Jackson Financial worth $9.31M as of Q1 2026.
  • Ray Dalio sold 23,704 Jackson Financial shares in Q1 2026, an estimated $2.65M.
  • Jackson Financial made up 0.04% of Ray Dalio's portfolio in Q1 2026, its #276 holding.
  • Ray Dalio first reported a position in Jackson Financial in Q3 2025 and has held it in 3 quarters since.
  • Ray Dalio's Jackson Financial position peaked at $11.9M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Jackson Financial as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.