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JGIA
Jackson Grant Investment Advisers’s
Raymond James Financial
RJF
Stock Holding History
Jackson Grant Investment Advisers’s Portfolio
RJF Stock Details
RJF Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.61K
Hold
18
–
–
﹤0.01%
376
2025
Q4
$2.89K
Hold
18
–
–
﹤0.01%
374
2025
Q3
$3.11K
Hold
18
–
–
﹤0.01%
378
2025
Q2
$2.76K
Hold
18
–
–
﹤0.01%
351
2025
Q1
$2.5K
Hold
18
–
–
﹤0.01%
351
2024
Q4
$2.8K
Hold
18
–
–
﹤0.01%
357
2024
Q3
$2.2K
Hold
18
–
–
﹤0.01%
373
2024
Q2
$2.23K
Hold
18
–
–
﹤0.01%
365
2024
Q1
$2.31K
Hold
18
–
–
﹤0.01%
354
2023
Q4
$2.01K
Hold
18
–
–
﹤0.01%
353
2023
Q3
$1.81K
Hold
18
–
–
﹤0.01%
354
2023
Q2
$1.87K
Sell
18
-256
-93%
-$23.8K
﹤0.01%
371
2023
Q1
$25.6K
Buy
274
+18
+7%
+$1.91K
0.01%
238
2022
Q4
$27.4K
Hold
256
–
–
0.01%
235
2022
Q3
$25K
Hold
256
–
–
0.01%
241
2022
Q2
$23K
Hold
256
–
–
0.01%
254
2022
Q1
$28K
Hold
256
–
–
0.01%
256
2021
Q4
$26K
Hold
256
–
–
0.01%
221
2021
Q3
$24K
Sell
256
-1
-0.4%
-$90
0.01%
270
2021
Q2
$22K
Hold
257
–
–
0.01%
285
2021
Q1
$21K
Hold
257
–
–
0.01%
284
2020
Q4
$16K
Buy
+257
New
+$14.7K
0.01%
282
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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