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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

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All positions including Tasp500index held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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

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