Tasp500index shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of Tasp500index shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in Tasp500index
Tip: Access up to 7 years of quarterly data
All positions including Tasp500index held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Tasp500index by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 14k | 27.55 |
| 2025-06-30 | $367k | 14k | 25.60 |
| 2025-03-31 | $332k | 14k | 23.16 |
| 2024-12-31 | $349k | 14k | 24.35 |
| 2024-09-30 | $235k | 9.9k | 23.83 |
| 2024-03-31 | $241k | 11k | 21.81 |
| 2023-12-31 | $219k | 11k | 19.82 |