Jackson, Grant Investment Advisers, Inc.
All 13F Filings
- Location
- Stamford, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 303,722
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/27/2026 | 395 | 303,722 | 13F-HR | Jackson, Grant Investment Advisers, Inc. |
| Q3 2025 | 11/10/2025 | 413 | 299,431 | 13F-HR | Jackson, Grant Investment Advisers, Inc. |
| Q2 2025 | 7/17/2025 | 385 | 272,338 | 13F-HR | Jackson, Grant Investment Advisers, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 235.2 K | 77.5% | 28.48 K | 0 | 28.48 K |
| ETFs | 68.48 K | 22.5% | 0 | 24.19 K | -24.19 K |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
303,722
Holdings
395
QoQ value change ($000)
4,291
(1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.