Jackson, Grant Investment Advisers, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$267M
Signature - Title
Bob Carroll - Operations Manager
Location
Stamford, CT
Summary
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. Jackson, Grant Investment Advisers, Inc. reported 399 stock holdings with total value $267M as of Q3 2024. Top holdings included SPY, RSP, SDY, VIG, and VO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 399 $267M +$4.63M -$3.4M +$1.23M SPY, RSP, SDY, VIG, VO 13F-HR 10/17/2024, 09:06 AM
Q2 2024 394 $248M +$5.35M -$1.68M +$3.67M SPY, SDY, RSP, VIG, VO 13F-HR 7/16/2024, 04:02 PM
Q1 2024 392 $244M +$4.28M -$2.49M +$1.79M SPY, SDY, RSP, VIG, VO 13F-HR 5/8/2024, 10:18 AM
Q4 2023 394 $226M +$2.34M -$3.14M -$801K SPY, RSP, SDY, VIG, VO 13F-HR 2/1/2024, 08:58 AM
Q3 2023 395 $207M +$3.22M -$2.4M +$821K SPY, SDY, RSP, VIG, VO 13F-HR 10/13/2023, 08:59 AM
Q2 2023 415 $215M +$3.19M -$9.91M -$6.72M SPY, SDY, RSP, VIG, VO 13F-HR 8/1/2023, 04:15 PM
Q1 2023 462 $213M +$3.4M -$3.63M -$236K SPY, SDY, RSP, VIG, VO 13F-HR 5/2/2023, 11:58 AM
Q4 2022 315 $207M +$6.46M -$7.62M -$1.16M SPY, SDY, RSP, VIG, VO 13F-HR 1/26/2023, 09:57 AM
Q3 2022 345 $191M +$3.23M -$1.3M +$1.93M SPY, SDY, RSP, VIG, VO 13F-HR 11/14/2022, 09:28 AM
Q2 2022 352 $202M +$3.26M -$7.47M -$4.21M SPY, SDY, RSP, VIG, VO 13F-HR 8/4/2022, 08:55 AM
Q1 2022 351 $238M +$49.2M -$1.36M +$47.8M SPY, SDY, RSP, VIG, VO 13F-HR 4/28/2022, 12:46 PM
Q4 2021 282 $196M +$1.12M -$46M -$44.9M SPY, SDY, RSP, AGG, PFF 13F-HR 1/24/2022, 05:08 PM
Q3 2021 351 $225M +$1.79M -$3M -$1.21M SPY, RSP, SDY, VIG, VO 13F-HR 10/13/2021, 10:18 AM
Q2 2021 375 $228M +$3.19M -$4.27M -$1.08M SPY, SDY, RSP, VIG, VO 13F-HR 7/15/2021, 09:00 AM
Q1 2021 364 $217M +$12.1M -$1.54M +$10.5M SPY, SDY, RSP, VIG, VO 13F-HR 4/22/2021, 08:54 AM
Q4 2020 335 $196M +$14M -$2.34M +$11.7M SPY, SDY, RSP, VIG, VO 13F-HR 3/3/2021, 02:04 PM
Q3 2020 216 $166M +$4.5M -$3.8M +$702K SPY, SDY, RSP, VIG, VO 13F-HR 11/12/2020, 09:18 AM
Q2 2020 215 $157M +$2.99M -$2.38M +$609K SPY, SDY, RSP, VIG, VO 13F-HR 8/14/2020, 10:09 AM
Q1 2020 215 $136M +$1.16M -$14.8M -$13.6M SPY, SDY, RSP, VIG, VO 13F-HR 5/12/2020, 11:08 AM
Q4 2019 218 $185M +$2.55M -$3.96M -$1.41M SPY, SDY, RSP, VIG, VO 13F-HR 2/5/2020, 04:58 PM
Q3 2019 220 $176M +$2.75M -$1.34M +$1.41M SPY, SDY, RSP, VIG, VO 13F-HR 11/20/2019, 11:16 AM
Q2 2019 223 $172M +$3.01M -$2.82M +$187K SPY, SDY, RSP, VIG, VO 13F-HR 8/13/2019, 11:51 AM
Q1 2019 221 $167M +$13.1M -$4.48M +$8.63M SPY, SDY, RSP, VIG, VO 13F-HR 5/7/2019, 12:05 PM
Q4 2018 242 $142M +$3.18M -$1.76M +$1.42M SPY, SDY, RSP, VIG, VO 13F-HR 1/23/2019, 01:56 PM
Q3 2018 211 $160M +$6.8M -$1.27M +$5.53M SPY, SDY, RSP, VO, VIG 13F-HR 11/15/2018, 08:29 AM
Q2 2018 215 $145M +$22.9M -$22.8M +$59.1K SPY, SDY, RSP, VO, VIG 13F-HR 8/2/2018, 09:14 AM
Q1 2018 209 $143M +$1.15M -$2.57M -$1.42M SDY, SPY, RSP, VO, VIG 13F-HR 5/14/2018, 10:56 AM
Q4 2017 209 $148M +$6.95M -$4.15M +$2.81M SDY, SPY, RSP, VO, VIG 13F-HR 2/1/2018, 11:14 AM
Q3 2017 210 $138M +$7.59M -$1.84M +$5.75M SDY, SPY, RSP, VO, VIG 13F-HR 11/14/2017, 12:21 PM
Q2 2017 183 $129M +$3.44M -$1.71M +$1.73M SDY, SPY, RSP, VO, VIG 13F-HR 8/10/2017, 12:02 PM
Q1 2017 176 $125M +$5.19M -$3.02M +$2.17M SDY, SPY, RSP, VO, VIG 13F-HR 5/2/2017, 01:46 PM
Q4 2016 173 $118M +$9.57M -$14.5M -$4.96M SDY, SPY, RSP, VO, VIG 13F-HR 3/8/2017, 01:28 PM
Q3 2016 170 $121M +$8.84M -$2.19M +$6.65M SDY, RSP, VIG, SPY, VO 13F-HR 11/14/2016, 05:37 PM
Q2 2016 162 $113M +$5.17M -$4.61M +$560K SDY, RSP, VIG, SPLV, SPY Restatement 8/5/2016, 11:07 AM
Q1 2016 158 $109M +$8.08M -$7.66M +$423K SDY, RSP, VIG, VO, SPLV 13F-HR 8/4/2016, 03:22 PM
Q4 2015 193 $105M $0 $0 SDY, RSP, VO, VIG, SPLV 13F-HR 8/4/2016, 02:30 PM