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Jnl/mellon S&p 500 Index shares owned by Jackson Wealth Management

Quarter-by-quarter ownership of Jnl/mellon S&p 500 Index shares owned by Jackson Wealth Management from 13F filings

Historical chart of Jackson Wealth Management investment in Jnl/mellon S&p 500 Index

Tip: Access up to 7 years of quarterly data

All positions including Jnl/mellon S&p 500 Index held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jnl/mellon S&p 500 Index by Jackson Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 22k 59.91
2024-03-31 $940k 22k 42.82
2023-12-31 $855k 22k 38.95
2023-09-30 $770k 22k 35.08
2023-03-31 $740k 22k 33.71

More positions owned by Jackson Wealth Management

Schwab Funds Value Adv Snaxx (SNAXX)
Schwab Funds Value Adv SWVXX (SWVXX)
Jp Morgan Enhanced Index 0
Scudder Vit Equity 500 Index 0
Kla-tencor Corp Klac (KLAC)
Broadcom Corp Avgo (AVGO)
MV076195X 0
Apple Incorporated Aapl (AAPL)
Microsoft Corporation MSFT (MSFT)
Spdr Series Trust Portfo Spym (SPYM)
Lam Research Corp LRCX (LRCX)
Metlife Stock Index 0
Taiwan Semiconductor A TSM (TSM)
Vanguard S&p 500 Etf Voo (VOO)
Google Inc Cl A Googl (GOOGL)

View all positions for Jackson Wealth Management

Top funds holding Jnl/mellon S&p 500 Index

Jackson Wealth Management

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