Jonathan Jackson
Representative
IL-1
2025 disclosure
Jonathan Jackson (IL-1) disclosed a net worth range between $1.3M and $4.6M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$1.3M – $4.6M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
60
Disclosed liabilities
2
Net worth band by reporting year
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-04-27 | $1.3M – $4.6M |
| 2024 | 2025-05-15 | $1.1M – $3.8M |
| 2023 | 2024-08-02 | $842K – $3.2M |
| 2022 | 2024-08-02 | $1.3M – $4M |
Disclosed assets
The assets Jonathan Jackson itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
60
Total disclosed (band)
$1.9M – $4.9M
| Description | Type | Income | Value |
|---|---|---|---|
| R.E. Partnerships 1802 E. 71st St. LLC Roseland Building Venture | RP |
$50K - $100K
Rent
|
$250K - $500K |
| S. King Drive Property | RP |
$5K - $15K
Rent
|
$250K - $500K |
| Chase Bank | BA | — | $100K - $250K |
| Morgan Stanley Trust Account ⇒ Cardinal Health, Inc. Common Stock (CAH) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Morgan Stanley Trust Account ⇒ Microsoft Corporation (MSFT) | ST |
$15K - $50K
Capital Gains, Dividends
|
$100K - $250K |
| Morgan Stanley Trust Account ⇒ NVIDIA Corporation (NVDA) | ST | — | $100K - $250K |
| Morgan Stanley Trust Account ⇒ Parker-Hannifin Corporation Common Stock (PH) | ST |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Morgan Stanley Trust Account ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) | ST | — | $100K - $250K |
| S. Cornell Property | RP |
$50K - $100K
Rent
|
$100K - $250K |
| American Alliance of Museums 403(B) DC Plan ⇒ Vanguard Target Retirement 2030 Fund (VTHRX) | MF |
Tax-Deferred
|
$50K - $100K |
| Morgan Stanley Trust Account ⇒ AMETEK, Inc. (AME) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Morgan Stanley Trust Account ⇒ Hartford Financial Services Group, Inc. (HIG) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Morgan Stanley Trust Account ⇒ International Business Machines Corporation Common Stock (IBM) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Morgan Stanley Trust Account ⇒ Marriott International - Class A Common Stock (MAR) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Morgan Stanley Trust Account ⇒ McKesson Corporation (MCK) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Morgan Stanley Trust Account ⇒ Palo Alto Networks, Inc. (PANW) | ST | — | $50K - $100K |
| Morgan Stanley Trust Account ⇒ T-Mobile US, Inc. (TMUS) | ST |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Morgan Stanley Trust Account ⇒ Visa Inc. (V) | ST |
$201 - $1K
Dividends
|
$50K - $100K |
| Morgan Stanley - Rollover IRA ⇒ Calamos Market Neutral Fd Cl I (CMNIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley - Rollover IRA ⇒ Columbia Dividend Income Fund Class I (GSFTX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley - Rollover IRA ⇒ Davis Opportunity Fd Class Y (DGOYX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley - Rollover IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ) | EF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley - Rollover IRA ⇒ Performance Trust Total Return Bond Fund-Institutional Class (PTIAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley - Rollover IRA ⇒ Shenkman Capital Short Duration High Income Fund Class F (SCFFX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley - Rollover IRA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) | EF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley Trust Account ⇒ COOK CNTY ILL SCH DIST NO 081 SCHILLER OID | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Morgan Stanley Trust Account ⇒ Coupang, Inc. Class A Common Stock (CPNG) | ST | — | $15K - $50K |
| Morgan Stanley Trust Account ⇒ EMCOR Group, Inc. Common Stock (EME) | ST | — | $15K - $50K |
| Morgan Stanley Trust Account ⇒ ILLINOIS WESLEYAN UNIV FIN REV RE; 4.0%; Due 09/01/2041 | GS |
$201 - $1K
Interest
|
$15K - $50K |
| Morgan Stanley Trust Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| Morgan Stanley Trust Account ⇒ MORGAN STANLEY BANK N.A. # | BA | — | $15K - $50K |
| Morgan Stanley Trust Account ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) | ST | — | $15K - $50K |
| Morgan Stanley Trust Account ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) | ST | — | $15K - $50K |
| Morgan Stanley Trust Account ⇒ Simon Property Group, Inc. Common Stock (SPG) | ST |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Morgan Stanley Trust Account ⇒ Tenet Healthcare Corporation Common Stock (THC) | ST | — | $15K - $50K |
| Morgan Stanley - Rollover IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley - Rollover IRA ⇒ First Trust Global Tactical Commodity Strategy Fund (FTGC) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley - Rollover IRA ⇒ First Trust RBA American Industrial Renaissance ETF (AIRR) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley - Rollover IRA ⇒ MORGAN STANLEY BANK N.A. # | BA | — | $1K - $15K |
| Morgan Stanley - Rollover IRA ⇒ McKesson Corporation Common Stock (MCK) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley - Rollover IRA ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley - Rollover IRA ⇒ State Street SPDR Bloomberg Convertible Securities ETF (CWB) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley - Rollover IRA ⇒ Tenet Healthcare Corporation Common Stock (THC) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley - Rollover IRA ⇒ Tortoise Energy Infrastructure Corporation Common Stock (TYG) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley - Rollover IRA ⇒ Williams Companies, Inc. (WMB) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley - Rollover IRA ⇒ iShares Core MSCI Pacific ETF (IPAC) | EF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ Broadcom Inc. - Common Stock (AVGO) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ Cardinal Health, Inc. Common Stock (CAH) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ Curtiss-Wright Corporation Common Stock (CW) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ EMCOR Group, Inc. Common Stock (EME) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ International Business Machines Corporation Common Stock (IBM) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ Parker-Hannifin Corporation Common Stock (PH) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ Walmart Inc. - Common Stock (WMT) | ST |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley Trust Account ⇒ ILLINOIS HSG DEV AUTH REV; 1.9%; Due 10/01/2033 | GS |
$201 - $1K
Interest
|
$1K - $15K |
| Morgan Stanley Trust Account ⇒ ILLINOIS ST GENL OBLIG | GS |
$201 - $1K
Interest
|
$1K - $15K |
| Morgan Stanley SEP IRA ⇒ MORGAN STANLEY BANK N.A. # | BA |
Tax-Deferred
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
2
Total disclosed (band)
$300K – $600K
| Description | Amount owed |
|---|---|
| Liquidity Access Line (Morgan Stanley Liquidity Access Line) | $250K - $500K |
| Home Equity Line of Credit (Chase) | $50K - $100K |
Recent stock trades
Disclosed trades
192
Avg. disclosure lag
50.4 days
Filed past 45-day deadline
19.3%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-08-28 | VSAT ST · ViaSat, Inc. - Common Stock (VSAT) | Sell | JT Morgan Stanley Trust Account | $1K - $15K | 2026-09-03 | 6d |
| 2026-06-15 | SPHR ST · Sphere Entertainment Co. Class A Common Stock (SPHR) | Buy | SP Morgan Stanley - Rollover IRA | $1K - $15K | 2026-07-15 | 30d |
| 2026-06-15 | MCK ST · McKesson Corporation Common Stock (MCK) | Sell | SP Morgan Stanley - Rollover IRA | $1K - $15K | 2026-07-15 | 30d |
| 2026-06-15 | HLT ST · Hilton Worldwide Holdings Inc. Common Stock (HLT) | Buy | SP Morgan Stanley - Rollover IRA | $1K - $15K | 2026-07-15 | 30d |
| 2026-05-12 | MSFT ST · Microsoft Corporation - Common Stock (MSFT) | Sell | JT Morgan Stanley Trust Account | $15K - $50K | 2026-06-16 | 35d |
| 2026-04-24 | V ST · Visa Inc. (V) | Sell | JT Morgan Stanley Trust Account | $50K - $100K | 2026-05-27 | 33d |
| 2026-04-24 | ORLY ST · O'Reilly Automotive, Inc. - Common Stock (ORLY) | Sell | — Morgan Stanley SEP IRA | $1K - $15K | 2026-05-27 | 33d |
| 2026-04-20 | THC ST · Tenet Healthcare Corporation Common Stock (THC) | Sell | JT Morgan Stanley Trust Account | $15K - $50K | 2026-05-27 | 37d |
| 2026-04-20 | SPG ST · Simon Property Group, Inc. Common Stock (SPG) | Buy | JT Morgan Stanley Trust Account | $15K - $50K | 2026-05-27 | 37d |
| 2026-04-15 | THC ST · Tenet Healthcare Corporation Common Stock (THC) | Sell | SP Morgan Stanley - Rollover IRA | $1K - $15K | 2026-05-27 | 42d |
| 2026-03-20 | BP ST · BP p.l.c. Common Stock (BP) | Buy | — Morgan Stanley IRA | $1K - $15K | 2026-04-08 | 19d |
| 2026-03-19 | ORLY ST · O'Reilly Automotive, Inc. - Common Stock (ORLY) | Sell | JT Morgan Stanley Trust Account | $15K - $50K | 2026-04-08 | 20d |
| 2026-03-19 | BP ST · BP p.l.c. Common Stock (BP) | Buy | JT Morgan Stanley Trust Account | $15K - $50K | 2026-04-08 | 20d |
| 2026-03-09 | AMZN ST · Amazon.com, Inc. - Common Stock (AMZN) | Sell | — Morgan Stanley IRA | $1K - $15K | 2026-04-08 | 30d |
| 2026-02-17 | BK ST · The Bank of New York Mellon Corporation Common Stock (BK) | Buy | JT Morgan Stanley Trust Account | $50K - $100K | 2026-03-12 | 23d |
| 2026-02-17 | BK ST · The Bank of New York Mellon Corporation Common Stock (BK) | Buy | — Morgan Stanley IRA | $1K - $15K | 2026-03-12 | 23d |
| 2026-02-17 | IBM ST · International Business Machines Corporation Common Stock (IBM) | Sell | — Morgan Stanley IRA | $1K - $15K | 2026-03-12 | 23d |
| 2026-02-17 | IBM ST · International Business Machines Corporation Common Stock (IBM) | Sell | JT Morgan Stanley Trust Account | $50K - $100K | 2026-03-12 | 23d |
| 2026-02-11 | WELL ST · Welltower Inc. Common Stock (WELL) | Buy | SP Morgan Stanley - Rollover IRA | $1K - $15K | 2026-03-12 | 29d |
| 2026-02-11 | THC ST · Tenet Healthcare Corporation Common Stock (THC) | Sell | SP Morgan Stanley - Rollover IRA | $1K - $15K | 2026-03-12 | 29d |
| 2026-02-11 | C ST · Citigroup, Inc. Common Stock (C) | Buy | SP Morgan Stanley - Rollover IRA | $1K - $15K | 2026-03-12 | 29d |
| 2026-02-11 | AMZN ST · Amazon.com, Inc. - Common Stock (AMZN) | Sell | SP Morgan Stanley - Rollover IRA | $1K - $15K | 2026-03-12 | 29d |
| 2026-02-05 | PANW ST · Palo Alto Networks, Inc. (PANW) | Sell | JT Morgan Stanley Trust Account | $50K - $100K | 2026-03-12 | 35d |
| 2026-02-05 | C ST · Citigroup, Inc. Common Stock (C) | Buy | JT Morgan Stanley Trust Account | $50K - $100K | 2026-03-12 | 35d |
| 2026-02-05 | AMZN ST · Amazon.com, Inc. - Common Stock (AMZN) | Buy | — Morgan Stanley IRA | $1K - $15K | 2026-03-12 | 35d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-04. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-04). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
6 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| VSAT | 1,577 | $118.8K | 9.4% |
| CAH | 709 | $175.2K | 13.9% |
| BNY | 699 | $115.2K | 9.1% |
| WMT | 623 | $66.8K | 5.3% |
| SPG | 351 | $73.5K | 5.8% |
| MAR | 344 | $115.6K | 9.2% |
| AME | 227 | $54K | 4.3% |
| HOOD | 209 | $25.5K | 2.0% |
| JPM | 195 | $69.8K | 5.5% |
| AMAT | 184 | $83.8K | 6.6% |
| WMB | 131 | $9.7K | 0.8% |
| AES | 119 | $1.8K | 0.1% |
| PH | 105 | $101.1K | 8.0% |
| CHD | 92 | $9.1K | 0.7% |
| IBM | 89 | $21K | 1.7% |
| SHOP | 81 | $11.7K | 0.9% |
| STT | 67 | $13K | 1.0% |
| AMZN | 53 | $13.8K | 1.1% |
| SPHR | 52 | $7.4K | 0.6% |
| GOOGL | 45 | $15.3K | 1.2% |
| GEV | 45 | $42.1K | 3.3% |
| KKR | 40 | $4.3K | 0.3% |
| WELL | 38 | $9.1K | 0.7% |
| EME | 36 | $26.8K | 2.1% |
| MCK | 28 | $25.1K | 2.0% |
| META | 25 | $15.3K | 1.2% |
| HLT | 23 | $7.2K | 0.6% |
| CRM | 16 | $4K | 0.3% |
| GS | 10 | $10.2K | 0.8% |
| MELI | 9 | $16.8K | 1.3% |
| LIN | 1 | $465 | 0.0% |
| REGN | 0 | $332 | 0.0% |