Current Market Value 272,337,599
Current Holdings 385
Most Recent File Date 2025-07-17
Total Filings on Record 40
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Jackson, Grant Investment Advisers, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-17 2025-06-30 13F-HR 385 272,338
2025-05-06 2025-03-31 13F-HR 380 258,332
2025-01-27 2024-12-31 13F-HR 396 259,936
2024-10-17 2024-09-30 13F-HR 399 267,431
2024-07-16 2024-06-30 13F-HR 394 247,656
2024-05-08 2024-03-31 13F-HR 392 244,057
2024-02-01 2023-12-31 13F-HR 394 225,687
2023-10-13 2023-09-30 13F-HR 395 207,468
2023-08-01 2023-06-30 13F-HR 415 215,470
2023-05-02 2023-03-31 13F-HR 462 212,842
2023-01-26 2022-12-31 13F-HR 315 206,962
2022-11-14 2022-09-30 13F-HR 345 191,174
2022-08-04 2022-06-30 13F-HR 353 201,817
2022-04-28 2022-03-31 13F-HR 351 237,719
2022-01-24 2021-12-31 13F-HR 282 196,254
2021-10-13 2021-09-30 13F-HR 351 224,552
2021-07-15 2021-06-30 13F-HR 376 227,563
2021-04-22 2021-03-31 13F-HR 364 217,411
2021-03-03 2020-12-31 13F-HR 337 196,046
2020-11-12 2020-09-30 13F-HR 216 166,299
2020-08-14 2020-06-30 13F-HR 215 157,168
2020-05-12 2020-03-31 13F-HR 216 135,553
2020-02-05 2019-12-31 13F-HR 219 184,695
2019-11-20 2019-09-30 13F-HR 221 176,028
2019-08-13 2019-06-30 13F-HR 224 171,588
2019-05-07 2019-03-31 13F-HR 222 166,644
2019-01-23 2018-12-31 13F-HR 243 142,260
2018-11-15 2018-09-30 13F-HR 212 159,590
2018-08-02 2018-06-30 13F-HR 217 145,367
2018-05-14 2018-03-31 13F-HR 210 142,963
2018-02-01 2017-12-31 13F-HR 210 147,862
2017-11-14 2017-09-30 13F-HR 211 138,332
2017-08-10 2017-06-30 13F-HR 184 128,900
2017-05-02 2017-03-31 13F-HR 176 124,688
2017-03-08 2016-12-31 13F-HR 173 117,629
2016-11-14 2016-09-30 13F-HR 171 120,930
2016-08-05 2016-06-30 13F-HR/A 1 R 162 113,456
2016-08-04 2016-06-30 13F-HR 162 113,456
2016-08-04 2016-03-31 13F-HR 159 109,453
2016-08-04 2015-12-31 13F-HR 198 105,047