Jackson, Grant Investment Advisers, Inc.
Position in BDJ — BlackRock Enhanced Equity Dividend Trust
CIK 1650300
STAMFORD, CT
Position in BDJ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$504,530
+$56,635 QoQ
Shares Held
52,720
+1.5% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#59
of 217 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BDJ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $1,840,858 across 11 Asset Management names. BDJ ranks #2 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
27,374 | $510,251 | |
| 2 | BDJ |
BlackRock Enhanced Equity Dividend Trust
This page
|
52,720 | $504,530 | |
| 3 | PFG |
Principal Financial Group Inc
|
3,995 | $430,581 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
6,206 | $249,667 | |
| 5 | BOE |
BlackRock Enhanced Global Dividend Trust
|
7,365 | $89,042 | |
| 6 | STT |
State Street Corp
|
100 | $16,960 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
349 | $14,863 | |
| 8 | BX |
Blackstone Inc.
|
117 | $13,767 |
All Filings in BDJ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,530 | 52,720 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $447,895 | 51,960 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $485,480 | 51,211 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $455,882 | 50,042 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $438,392 | 49,313 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $417,624 | 48,561 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $396,156 | 47,845 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $413,487 | 47,802 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $385,297 | 47,160 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $383,608 | 46,498 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $352,548 | 45,845 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $342,099 | 44,954 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $369,670 | 44,325 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $375,640 | 43,730 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $381,807 | 42,376 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $335,535 | 41,373 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $361,005 | 40,884 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $400,177 | 40,422 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $432,159 | 42,873 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $409,150 | 41,750 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $418,916 | 41,354 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $387,547 | 40,967 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $343,297 | 40,531 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $292,765 | 40,050 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $393,196 | 53,569 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $352,776 | 54,024 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||