Ray Dalio's JXN Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 111,742 shares of Jackson Financial Inc. (JXN) worth $11.92 M, representing 0.04% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Ray Dalio has initiated a new position in JXN, representing a fresh investment thesis on this company. Largest reduction occurred in Q4 2025, reducing 5,464 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Jackson Financial (JXN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Jackson Financial (JXN) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -5,464 | Reduce 4.66% | 111,742 | $106.65 |
| Q3 2025 | +117,206 | New Buy | 117,206 | $101.23 |
Ray Dalio's Jackson Financial Investment FAQs
Ray Dalio first purchased Jackson Financial Inc. (JXN) in Q3 2025, acquiring 117,206 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Jackson Financial Inc. (JXN) for 2 quarters since Q3 2025.
Ray Dalio's largest addition to Jackson Financial Inc. (JXN) was in Q3 2025, adding 117,206 shares worth $11.86 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 111,742 shares of Jackson Financial Inc. (JXN), valued at approximately $11.92 M.
As of the Q4 2025 filing, Jackson Financial Inc. (JXN) represents approximately 0.04% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Jackson Financial Inc. (JXN) was 117,206 shares, as reported at the end of Q3 2025.