1 year
6.84%
Cumulative estimated return
SPY: 14.60%
Outperformance: -7.76 percentage points
2025-09-15 – 2026-09-15
Missing information
- 56 sales exceeding observed holdings (unmatched amount omitted).
- 10 rows without a saved price.
Jonathan Jackson
Updated Sep 14, 2026Democrat · House IL01
Wikipedia biography ↗Years Elected: About 3.7Rank: #36
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
53.45%
Cumulative estimated return
SPY: 70.83%
Outperformance: -17.38 percentage points
2023-09-15 – 2026-09-15
Missing information
- 56 sales exceeding observed holdings (unmatched amount omitted).
- 10 rows without a saved price.
5 years
56.34%
Cumulative estimated return
SPY: 95.27%
Outperformance: -38.93 percentage points
2023-01-09 – 2026-09-15
Missing information
- 56 sales exceeding observed holdings (unmatched amount omitted).
- 10 rows without a saved price.
- Available investment history starts 2023-01-09.
As of Sep 15, 2026. 190 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| MCK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $899.56Sep 15, 2026 | Unavailable |
| HOOD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $110.45Sep 15, 2026 | Unavailable |
| THC | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $260.85Sep 15, 2026 | Unavailable |
| WMB | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $71.63Sep 15, 2026 | Unavailable |
| AVGO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $339.27Sep 15, 2026 | Unavailable |
| CAH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $562.85Sep 15, 2026 | Unavailable |
| EME | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $735.52Sep 15, 2026 | Unavailable |
| IBM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| MSFT | Not reported | None | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| ORLY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $85.16Sep 15, 2026 | Unavailable |
| PH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SHOP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $129.86Sep 15, 2026 | Unavailable |
| HIG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $136.03Sep 15, 2026 | Unavailable |
| WMT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $108.09Sep 15, 2026 | Unavailable |
| GOOGL | Joint | None | Unavailable | Unavailable | $344.98Sep 15, 2026 | Unavailable |
| AMZN | Joint | None | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AME | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $234.45Sep 15, 2026 | Unavailable |
| ARMK | Joint | None | Unavailable | Unavailable | $58.28Sep 15, 2026 | Unavailable |
| CAH | Joint | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CHD | Joint | None | Unavailable | Unavailable | $94.51Sep 15, 2026 | Unavailable |
| CPNG | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $14.68Sep 15, 2026 | Unavailable |
| DOCS | Joint | None | Unavailable | Unavailable | $25.81Sep 15, 2026 | Unavailable |
| LLY | Joint | None | Unavailable | Unavailable | $1136.11Sep 15, 2026 | Unavailable |
| EME | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $735.52Sep 15, 2026 | Unavailable |
| HIG | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $136.03Sep 15, 2026 | Unavailable |
| IBM | Joint | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| LIN | Joint | None | Unavailable | Unavailable | $462.96Sep 15, 2026 | Unavailable |
| MAR | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $337.24Sep 15, 2026 | Unavailable |
| MCK | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $899.56Sep 15, 2026 | Unavailable |
| MELI | Joint | None | Unavailable | Unavailable | $1828.94Sep 15, 2026 | Unavailable |
| META | Joint | None | Unavailable | Unavailable | $670.24Sep 15, 2026 | Unavailable |
| MSFT | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NFLX | Joint | None | Unavailable | Unavailable | $77.90Sep 15, 2026 | Unavailable |
| NVDA | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| ORLY | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $85.16Sep 15, 2026 | Unavailable |
| PLTR | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $172.56Sep 15, 2026 | Unavailable |
| PANW | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $375.09Sep 15, 2026 | Unavailable |
| PH | Joint | $100,001 - $250,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| HOOD | Joint | None | Unavailable | Unavailable | $110.45Sep 15, 2026 | Unavailable |
| CRM | Joint | None | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| SHOP | Joint | $100,001 - $250,000 | Unavailable | Unavailable | $129.86Sep 15, 2026 | Unavailable |
| SPG | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $204.10Sep 15, 2026 | Unavailable |
| TMUS | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $180.47Sep 15, 2026 | Unavailable |
| THC | Joint | $15,001 - $50,000 | Unavailable | Unavailable | $260.85Sep 15, 2026 | Unavailable |
| V | Joint | $50,001 - $100,000 | Unavailable | Unavailable | $375.62Sep 15, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Morgan Stanley Trust Account ⇒ Hartford Financial Services Group, Inc. (HIG) [ST] | joint | 544.2706821480406386066763425 | 74037.14 |
| Morgan Stanley Trust Account ⇒ Marriott International - Class A Common Stock (MAR) [ST] | joint | 241.7499355337802991232594121 | 81527.75 |
| Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | joint | 515.6427345039489529612042846 | 66961.37 |
| Morgan Stanley SEP IRA ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | not_reported | 58.05878084179970972423802612 | 7897.74 |
| Church & Dwight Company, Inc. Common Stock (CHD) [ST] | spouse | 138.3413266130148200775917454 | 13074.64 |
| Goldman Sachs Group, Inc. (GS) [ST] | spouse | 9.82334740834843295281992871 | 9594.17 |
| Sphere Entertainment Co. Class A Common Stock (SPHR) [ST] | spouse | 51.82342272315066718486850628 | 7468.79 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
344 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| LIN — Morgan Stanley Trust Account ⇒ Linde plc Ordinary Shares (LIN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jul 18, 2023 | Sep 14, 2026 |
| NEE — Morgan Stanley Trust Account ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | Jul 18, 2023 | Sep 14, 2026 |
| LIN — Linde plc Ordinary Shares (LIN) [ST] | Joint | Purchase | Jul 18, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | Sale (partial) | Jul 18, 2023 | Sep 12, 2026 |
| DE — Morgan Stanley Trust Account ⇒ Deere & Company (DE) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 23, 2023 | Sep 14, 2026 |
| REGN — Morgan Stanley Trust Account ⇒ Regeneron Pharmaceuticals, Inc. (REGN) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jun 23, 2023 | Sep 14, 2026 |
| DE — Deere & Company (DE) [ST] | Joint | Sale | Jun 23, 2023 | Sep 12, 2026 |
| REGN — Regeneron Pharmaceuticals, Inc. (REGN) [ST] | Joint | Purchase | Jun 23, 2023 | Sep 12, 2026 |
| CRM — Morgan Stanley Trust Account ⇒ Salesforce, Inc. (CRM) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jun 9, 2023 | Sep 14, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Joint | Purchase | Jun 9, 2023 | Sep 12, 2026 |
| GOOGL — Morgan Stanley Trust Account ⇒ Alphabet Inc. - Class A (GOOGL) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jun 7, 2023 | Sep 14, 2026 |
| EL — Morgan Stanley Trust Account ⇒ Estee Lauder Companies, Inc. (EL) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Jun 7, 2023 | Sep 14, 2026 |
| GOOGL — Alphabet Inc. - Class A (GOOGL) [ST] | Joint | Purchase | Jun 7, 2023 | Sep 12, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Joint | Sale | Jun 7, 2023 | Sep 12, 2026 |
| MAR — Morgan Stanley Trust Account ⇒ Marriott International - Class A (MAR) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jun 6, 2023 | Sep 14, 2026 |
| MAR — Marriott International - Class A (MAR) [ST] | Joint | Purchase | Jun 6, 2023 | Sep 12, 2026 |
| ASML — Morgan Stanley Trust Account ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | May 26, 2023 | Sep 14, 2026 |
| NEE — Morgan Stanley Trust Account ⇒ NextEra Energy, Inc. (NEE) [ST] | Joint | Sale (partial)Annual schedule; may repeat a PTR | May 26, 2023 | Sep 14, 2026 |
| ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Joint | Purchase | May 26, 2023 | Sep 12, 2026 |
| NEE — NextEra Energy, Inc. (NEE) [ST] | Joint | Sale (partial) | May 26, 2023 | Sep 12, 2026 |
| MELI — Morgan Stanley Trust Account ⇒ MercadoLibre, Inc. (MELI) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | May 23, 2023 | Sep 14, 2026 |
| MELI — MercadoLibre, Inc. (MELI) [ST] | Joint | Purchase | May 23, 2023 | Sep 12, 2026 |
| BP — Morgan Stanley Trust Account ⇒ BP p.l.c. (BP) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | May 12, 2023 | Sep 14, 2026 |
| BP — BP p.l.c. (BP) [ST] | Joint | Purchase | May 12, 2023 | Sep 12, 2026 |
| EL — Morgan Stanley Trust Account ⇒ Estee Lauder Companies, Inc. (EL) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | May 2, 2023 | Sep 14, 2026 |
| EL — Estee Lauder Companies, Inc. (EL) [ST] | Joint | Purchase | May 2, 2023 | Sep 12, 2026 |
| HON — Morgan Stanley Trust Account ⇒ Honeywell International Inc. (HON) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | May 1, 2023 | Sep 14, 2026 |
| HON — Honeywell International Inc. (HON) [ST] | Joint | Purchase | May 1, 2023 | Sep 12, 2026 |
| BHF — Morgan Stanley Trust Account ⇒ Brighthouse Financial, Inc. (BHF) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Apr 14, 2023 | Sep 14, 2026 |
| NVDA — Morgan Stanley Trust Account ⇒ NVIDIA Corporation (NVDA) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Apr 14, 2023 | Sep 14, 2026 |
| BHF — Brighthouse Financial, Inc. (BHF) [ST] | Joint | Sale | Apr 14, 2023 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Joint | Purchase | Apr 14, 2023 | Sep 12, 2026 |
| BHF — Morgan Stanley Trust Account ⇒ Brighthouse Financial, Inc. (BHF) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Feb 28, 2023 | Sep 14, 2026 |
| UNH — Morgan Stanley Trust Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Feb 28, 2023 | Sep 14, 2026 |
| BHF — Brighthouse Financial, Inc. (BHF) [ST] | Joint | Purchase | Feb 28, 2023 | Sep 12, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Joint | Sale | Feb 28, 2023 | Sep 12, 2026 |
| AME — Morgan Stanley Trust Account ⇒ AMETEK, Inc. (AME) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jan 23, 2023 | Sep 14, 2026 |
| AME — AMETEK, Inc. (AME) [ST] | Joint | Purchase | Jan 23, 2023 | Sep 12, 2026 |
| DE — Morgan Stanley Trust Account ⇒ Deere & Company (DE) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jan 17, 2023 | Sep 14, 2026 |
| DE — Deere & Company (DE) [ST] | Joint | Purchase | Jan 17, 2023 | Sep 12, 2026 |
| V — Morgan Stanley Trust Account ⇒ Visa Inc. (V) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jan 10, 2023 | Sep 14, 2026 |
| V — Visa Inc. (V) [ST] | Joint | Purchase | Jan 10, 2023 | Sep 12, 2026 |
| PH — Morgan Stanley Trust Account ⇒ Parker-Hannifin Corporation (PH) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Jan 9, 2023 | Sep 14, 2026 |
| PH — Parker-Hannifin Corporation (PH) [ST] | Joint | Purchase | Jan 9, 2023 | Sep 12, 2026 |
All disclosures
46 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.