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Jonathan Jackson

Jonathan Jackson

DEM
House · IL
Data as of 5:05 PM UTC
CAGR
+11.9%
Trades
194
Win Rate
38%
Sharpe
-0.07
Beta
-0.15
Max DD
(93.6%)
CAGR
+11.9%
Trades
194
Win Rate
38%
Sharpe
-0.07
Beta
-0.15
Max DD
(93.6%)

Jonathan Jackson portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
HLTBuyHilton Worldwide Holdings In$1K - $15KJun 15, 2026Jul 15, 2026
MCKSellMcKesson Corporation Common $1K - $15KJun 15, 2026Jul 15, 2026
SPHRBuySphere Entertainment Co. Cla$1K - $15KJun 15, 2026Jul 15, 2026
MSFTSellMicrosoft Corporation$15K - $50KMay 12, 2026Jun 16, 2026
ORLYSellO'Reilly Automotive, Inc.$1K - $15KApr 24, 2026May 27, 2026
VSellVisa Inc. [Morgan Stanley Tr$50K - $100KApr 24, 2026May 27, 2026
SPGBuySimon Property Group, Inc. C$15K - $50KApr 20, 2026May 27, 2026
THCSellTenet Healthcare Corporation$15K - $50KApr 20, 2026May 27, 2026
THCSellTenet Healthcare Corporation$1K - $15KApr 15, 2026May 27, 2026
BPBuyBP p.l.c. Common Stock [Morg$1K - $15KMar 20, 2026Apr 8, 2026
100 trades
…

Jonathan Jackson (D-IL) Stock Trades & Portfolio

Jonathan Jackson is a United States Representative from IL affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 194 disclosed stock trades from Jonathan Jackson, filed under the STOCK Act. The portfolio compounds at 11.9% annualized — 1.7% below the S&P 500 benchmark over the same period, with a 43% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Jonathan Jackson (D-IL) has disclosed 194 trades under the STOCK Act; portfolio CAGR of 11.9% (-1.7% vs. the S&P 500); top tickers traded: AMZN, IBM, MCK.

Jonathan Jackson's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: AMZN, IBM, MCK. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 11.9% CAGR, -1.7% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Jonathan Jackson's disclosed portfolio value & net worth

Jonathan Jackson's disclosed stock portfolio is valued at approximately $1.7M across 40 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Jonathan Jackson's total net worth, not a complete measure of it.