Viewing historical filing for 2025Q3. View latest →
DOSSIER · 13F-HR · Q1 2026

Jackson, Grant Investment Advisers, Inc.

$300M in tracked AUM across 398 positions as of Q1 2026.

JG
CIK 0001650300 · last filed Mar 31, 2026
Total AUM
$300M
as of Q1 2026
Holdings
398
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…