Jackson Wealth Management, LLC TAJPMGNENINDX Transaction History

Jackson Wealth Management, LLC

  • $647 Million
  • Q2 2025
Number of Shares
329,388
Previous 335,062 1.69%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
N/A
-5,674 Reduced 1.69%
329,388 $0
Q1 2025

Apr 29, 2025
SELL
N/A
-3,213 Reduced 0.95%
335,062 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-3,376 Reduced 0.99%
338,275 $0
Q3 2024

Oct 22, 2024
BUY
N/A
17,825 Added 5.5%
341,651 $0
Q2 2024

Jul 01, 2024
SELL
N/A
-26,929 Reduced 7.68%
323,826 $0
Q1 2024

Jun 11, 2024
SELL
N/A
-3,639 Reduced 1.03%
350,755 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-4,151 Reduced 1.16%
354,394 $0
Q3 2023

Nov 14, 2023
BUY
N/A
358,545 New
358,545 $0
Q1 2023

May 12, 2023
BUY
N/A
304,863 New
304,863 $0
Track This Portfolio

Track Jackson Wealth Management, LLC Portfolio

Follow Jackson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jackson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email