S&p500indexfund shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of S&p500indexfund shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in S&p500indexfund
Tip: Access up to 7 years of quarterly data
All positions including S&p500indexfund held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in S&p500indexfund by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $264k | 265k | 1.00 |
| 2025-06-30 | $250k | 250k | 1.00 |
| 2025-03-31 | $250k | 250k | 1.00 |
| 2024-12-31 | $250k | 250k | 1.00 |
| 2024-09-30 | $250k | 250k | 1.00 |
| 2024-03-31 | $237k | 237k | 1.00 |
| 2023-12-31 | $237k | 237k | 1.00 |
| 2023-09-30 | $237k | 237k | 1.00 |
| 2023-03-31 | $224k | 224k | 1.00 |