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
Q2 		$7.06M Sell
68,945
-19,093
-22% -$2.07M 0.03% 404
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
TPG GP A
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Donald Smith & Co
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

Ray Dalio's JXN Position: Q2 2026 in Review

Ray Dalio reduced its Jackson Financial (JXN) stake by 22% in Q2 2026, selling an estimated $2.07M and leaving 68,945 shares worth $7.06M. The position accounts for 0.03% of the portfolio, ranked #404.

Ray Dalio first reported a position in JXN in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.9M in Q4 2025. 507 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

  • Ray Dalio held 68,945 shares of Jackson Financial worth $7.06M as of Q2 2026.
  • Ray Dalio sold 19,093 Jackson Financial shares in Q2 2026, an estimated $2.07M.
  • Jackson Financial made up 0.03% of Ray Dalio's portfolio in Q2 2026, its #404 holding.
  • Ray Dalio first reported a position in Jackson Financial in Q3 2025 and has held it in 4 quarters since.
  • Ray Dalio's Jackson Financial position peaked at $11.9M in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.