Jonathan L. Jackson (D-IL-1), a current Democratic member of the House, has disclosed 201 trades since 2023: 112 purchases worth about $3.07M and 89 sales worth about $2.63M, in 79 stocks. Most traded: AMZN, CHD, IBM. As a portfolio, their stock holdings and trades returned +58.6% from Jan 2023, against +92.6% for the S&P 500. Trades took a median 33 days to be disclosed; 37 came late.
Jonathan L. Jackson’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since January 2023: +58.6%, against +92.6% for SPY; the largest fall on the way was -20.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jonathan L. Jackson | Nov 2025 | +17.6% | +10.1% | +7.6% | – | -10.8% | 1.13 | 0.89 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jonathan L. Jackson | Nov 2023 | +57.2% | +72.6% | -15.4% | +16.3% | -20.7% | 1.09 | 0.77 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jonathan L. Jackson | Jan 2023 | +58.6% | +92.6% | -34.0% | +12.9% | -20.7% | 0.85 | 0.82 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jonathan L. Jackson | Jan 2026 | +20.4% | +10.1% | +10.3% | – | -10.5% | 1.49 | 0.86 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Jonathan L. Jackson | Jan 2023 | +58.6% | +92.6% | -34.0% | +12.9% | -20.7% | 0.85 | 0.82 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHOPShopify Inc. | Technology | $230.12K | 11.3% | +25.8% | 5 | 3 | 2 | $115.50K | $83.00K | -15.4% | Feb 3, 2026 |
| CAHCardinal Health Inc | Healthcare | $230.04K | 11.3% | +25.7% | 1 | 1 | 0 | $75.00K | $0.00 | +82.6% | Jan 12, 2024 |
| MSFTMicrosoft Corp | Technology | $168.48K | 8.3% | +19.4% | 3 | 0 | 3 | $0.00 | $115.50K | – | May 12, 2026 |
| NVDANvidia Corp | Technology | $163.25K | 8.0% | -6.7% | 1 | 1 | 0 | $32.50K | $0.00 | +572.7% | Apr 14, 2023 |
| PANWPalo Alto Networks Inc | Technology | $144.23K | 7.1% | +92.3% | 4 | 2 | 2 | $83.00K | $83.00K | +68.2% | Feb 5, 2026 |
| VVisa Inc. | Financial Services | $103.06K | 5.1% | +37.4% | 2 | 1 | 1 | $32.50K | $75.00K | -0.1% | Apr 24, 2026 |
| IBMInternational Business Machines Corp | Technology | $91.93K | 4.5% | +10.8% | 6 | 3 | 3 | $115.50K | $91.00K | -31.1% | Feb 17, 2026 |
| MCKMckesson Corp | Healthcare | $89.84K | 4.4% | +20.6% | 6 | 4 | 2 | $32.00K | $16.00K | +18.7% | Jun 15, 2026 |
| MARMarriott International Inc /Md/ | Consumer Discretionary | $86.57K | 4.2% | +15.4% | 2 | 2 | 0 | $65.00K | $0.00 | +46.0% | Oct 11, 2023 |
| ELEstee Lauder Companies Inc | Consumer Staples | $82.39K | 4.0% | +9.9% | 3 | 2 | 1 | $107.50K | $32.50K | -64.3% | Sep 28, 2026 |
| AMEAmetek Inc/ | Industrials | $77.84K | 3.8% | +3.8% | 1 | 1 | 0 | $32.50K | $0.00 | -18.7% | Jan 23, 2023 |
| TMUST-Mobile US, Inc. | Communication Services | $65.73K | 3.2% | -12.4% | 6 | 4 | 2 | $56.50K | $83.00K | -70.3% | Jan 13, 2026 |
| DDOGDatadog, Inc. | Technology | $60.32K | 3.0% | -19.6% | 1 | 1 | 0 | $75.00K | $0.00 | -17.8% | Sep 28, 2026 |
| THCTenet Healthcare Corp | Healthcare | $58.68K | 2.9% | +44.9% | 5 | 2 | 3 | $40.50K | $48.50K | +26.9% | Apr 20, 2026 |
| JPMJpmorgan Chase & Co | Financial Services | $44.29K | 2.2% | +9.3% | 2 | 2 | 0 | $40.50K | $0.00 | +14.6% | Jan 20, 2026 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| DDOGDatadog, Inc. - Class A Common Stock | Joint | Buy | $50K–$100K | Sep 28, 2026 | Oct 19, 2026 | 21d | -19.6% | -17.8% | |
| ELEstee Lauder Companies, Inc. | Joint | Buy | $50K–$100K | Sep 28, 2026 | Oct 19, 2026 | 21d | +9.9% | +11.6% | |
| GHGuardant Health, Inc. - Common Stock | Joint | Buy | $15K–$50K | Sep 28, 2026 | Oct 19, 2026 | 21d | -3.7% | -2.0% | |
| TYGTortoise Energy Infrastructure Corporation Common Stock | Spouse | Sell | $1K–$15K | Sep 4, 2026 | Oct 19, 2026 | 45d | -6.7% | -4.3% | |
| VSATViaSat, Inc. - Common Stock | Joint | Sell | $50K–$100K | Sep 28, 2026 | Oct 19, 2026 | 21d | +3.4% | +5.2% | |
| WMTWalmart Inc. - Common Stock | Joint | Sell | $50K–$100K | Sep 28, 2026 | Oct 19, 2026 | 21d | +17.4% | +19.2% | |
| VSATViaSat, Inc. - Common Stock | Joint | Sell (Partial) | $1K–$15K | Aug 28, 2026 | Sep 3, 2026 | 6d | +10.0% | +12.2% | |
| HLTHilton Worldwide Holdings Inc. Common Stock | Spouse | Buy | $1K–$15K | Jun 15, 2026 | Jul 15, 2026 | 30d | +5.1% | +5.4% | |
| MCKMcKesson Corporation Common Stock | Spouse | Sell | $1K–$15K | Jun 15, 2026 | Jul 15, 2026 | 30d | +28.1% | +28.4% | |
| SPHRSphere Entertainment Co. Class A Common Stock | Spouse | Buy | $1K–$15K | Jun 15, 2026 | Jul 15, 2026 | 30d | -32.0% | -31.7% | |
| MSFTMicrosoft Corporation - Common Stock | Joint | Sell (Partial) | $15K–$50K | May 12, 2026 | Jun 16, 2026 | 35d | +24.4% | +22.5% | |
| ORLYO'Reilly Automotive, Inc. - Common Stock | Self | Sell | $1K–$15K | Apr 24, 2026 | May 27, 2026 | 33d | -2.6% | -8.0% | |
| SPGSimon Property Group, Inc. Common Stock | Joint | Buy | $15K–$50K | Apr 20, 2026 | May 27, 2026 | 37d | +6.8% | +0.7% | |
| THCTenet Healthcare Corporation Common Stock | Joint | Sell | $15K–$50K | Apr 20, 2026 | May 27, 2026 | 37d | +40.5% | +34.4% | |
| THCTenet Healthcare Corporation Common Stock | Spouse | Sell | $1K–$15K | Apr 15, 2026 | May 27, 2026 | 42d | +38.9% | +31.4% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Jonathan L. Jackson (D-IL-1), a current Democratic member of the House, has disclosed 201 trades since 2023: 112 purchases worth about $3.07M and 89 sales worth about $2.63M, in 79 stocks. Most traded: AMZN, CHD, IBM. As a portfolio, their stock holdings and trades returned +58.6% from Jan 2023, against +92.6% for the S&P 500. Trades took a median 33 days to be disclosed; 37 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Jonathan L. Jackson still holds 28 stocks; the largest are SHOP (about $230.12K), CAH (about $230.04K), MSFT (about $168.48K), NVDA (about $163.25K), PANW (about $144.23K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +58.6% from January 2023 to November 2026, against +92.6% for the S&P 500, with a largest fall of -20.7%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 33 days to be disclosed. 37 of 201 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.