500 Index shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of 500 Index shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in 500 Index
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Quarterly reported holdings in 500 Index by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $511k | 7.8k | 65.45 |
| 2024-06-30 | $380k | 7.9k | 48.24 |
| 2024-03-31 | $366k | 7.9k | 46.46 |
| 2023-12-31 | $334k | 7.9k | 42.20 |
| 2023-09-30 | $301k | 7.9k | 38.03 |
| 2023-03-31 | $289k | 7.9k | 36.49 |