“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-09-28 · later PTRs: 1 2 3 4 5 6 7 8
Estimated total: $1.8M–open-ended (some lines have no upper bound) across 47 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Jonathan L. Jackson holds an estimated 47 positions worth $1.8M–open-ended (some lines have no upper bound) in total. The largest estimated holding is PH ($101K–open-ended). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| PH Morgan Stanley Trust Account ⇒ Parker-Hannifin Corporation C | Stock | $101K–open-ended | Medium | Report |
| R.E. Partnerships 1802 E. 71st St. LLC Roseland Building Ven | Real estate | $250K–$500K | High | Report |
| S. King Drive Property | Real estate | $250K–$500K | High | Report |
| CAH Morgan Stanley Trust Account ⇒ Cardinal Health, Inc. Common | Stock | $101K–$265K | High | Report |
| Chase Bank | Cash | $100K–$250K | High | Report |
| S. Cornell Property | Real estate | $100K–$250K | High | Report |
| NVDA Morgan Stanley Trust Account ⇒ NVIDIA Corporation (NVDA) | Stock | $100K–$250K | High | Report |
| MSFT Morgan Stanley Trust Account ⇒ Microsoft Corporation (MSFT) | Stock | $50K–$235K | Medium | Report |
| C Citigroup, Inc. Common Stock (C) | Stock | $67K–$180K | Medium | Later trade |
| BK The Bank of New York Mellon Corporation Common Stock (BK) | Stock | $51K–$115K | Medium | Later trade |
| HIG Morgan Stanley Trust Account ⇒ Hartford Financial Services G | Stock | $51K–$115K | High | Report |
| VTHRX American Alliance of Museums 403(B) DC Plan ⇒ Vanguard Targe | Fund/ETF | $50K–$100K | High | Report |
| AME Morgan Stanley Trust Account ⇒ AMETEK, Inc. (AME) | Stock | $50K–$100K | High | Report |
| MAR Morgan Stanley Trust Account ⇒ Marriott International - Clas | Stock | $50K–$100K | High | Report |
| MCK Morgan Stanley Trust Account ⇒ McKesson Corporation (MCK) | Stock | $50K–$100K | High | Report |
| SPG Morgan Stanley Trust Account ⇒ Simon Property Group, Inc. Co | Stock | $30K–$100K | Medium | Report |
| DDOG Datadog, Inc. - Class A Common Stock (DDOG) | Stock | $50K–$100K | Medium | Later trade |
| EL Estee Lauder Companies, Inc. (EL) | Stock | $50K–$100K | Medium | Later trade |
| JPM Morgan Stanley Trust Account ⇒ JP Morgan Chase & Co. Common | Stock | $17K–$80K | Medium | Report |
| BP BP p.l.c. Common Stock (BP) | Stock | $16K–$65K | Medium | Later trade |
| EME Morgan Stanley Trust Account ⇒ EMCOR Group, Inc. Common Stoc | Stock | $16K–$65K | High | Report |
| CMNIX Morgan Stanley - Rollover IRA ⇒ Calamos Market Neutral Fd Cl | Fund/ETF | $15K–$50K | High | Report |
| GSFTX Morgan Stanley - Rollover IRA ⇒ Columbia Dividend Income Fun | Fund/ETF | $15K–$50K | High | Report |
| DGOYX Morgan Stanley - Rollover IRA ⇒ Davis Opportunity Fd Class Y | Fund/ETF | $15K–$50K | High | Report |
| QQQ Morgan Stanley - Rollover IRA ⇒ Invesco QQQ Trust, Series 1 | Fund/ETF | $15K–$50K | High | Report |
| ITOT Morgan Stanley - Rollover IRA ⇒ iShares Core S&P Total U.S. | Fund/ETF | $15K–$50K | High | Report |
| PTIAX Morgan Stanley - Rollover IRA ⇒ Performance Trust Total Retu | Fund/ETF | $15K–$50K | High | Report |
| SCFFX Morgan Stanley - Rollover IRA ⇒ Shenkman Capital Short Durat | Fund/ETF | $15K–$50K | High | Report |
| Morgan Stanley Trust Account ⇒ COOK CNTY ILL SCH DIST NO 081 | Bond | $15K–$50K | High | Report |
| Morgan Stanley Trust Account ⇒ ILLINOIS WESLEYAN UNIV FIN RE | Bond | $15K–$50K | High | Report |
| Morgan Stanley Trust Account ⇒ MORGAN STANLEY BANK N.A. # | Cash | $15K–$50K | High | Report |
| GEV GE Vernova Inc. Common Stock (GEV) | Stock | $15K–$50K | Medium | Later trade |
| GH Guardant Health, Inc. - Common Stock (GH) | Stock | $15K–$50K | Medium | Later trade |
| Morgan Stanley - Rollover IRA ⇒ MORGAN STANLEY BANK N.A. # | Cash | $1K–$15K | High | Report |
| Morgan Stanley SEP IRA ⇒ MORGAN STANLEY BANK N.A. # | Cash | $1–$1K | High | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| FTGC Morgan Stanley - Rollover IRA ⇒ First Trust Global Tactical | Fund/ETF | $1K–$15K | High | Report |
| AIRR Morgan Stanley - Rollover IRA ⇒ First Trust RBA American Ind | Fund/ETF | $1K–$15K | High | Report |
| IPAC Morgan Stanley - Rollover IRA ⇒ iShares Core MSCI Pacific ET | Fund/ETF | $1K–$15K | High | Report |
| CWB Morgan Stanley - Rollover IRA ⇒ State Street SPDR Bloomberg | Fund/ETF | $1K–$15K | High | Report |
| WMB Morgan Stanley - Rollover IRA ⇒ Williams Companies, Inc. (WM | Stock | $1K–$15K | High | Report |
| AVGO Morgan Stanley SEP IRA ⇒ Broadcom Inc. - Common Stock (AVGO) | Stock | $1K–$15K | High | Report |
| CW Morgan Stanley SEP IRA ⇒ Curtiss-Wright Corporation Common S | Stock | $1K–$15K | High | Report |
| Morgan Stanley Trust Account ⇒ ILLINOIS HSG DEV AUTH REV; 1. | Bond | $1K–$15K | High | Report |
| Morgan Stanley Trust Account ⇒ ILLINOIS ST GENL OBLIG | Bond | $1K–$15K | High | Report |
| WELL Welltower Inc. Common Stock (WELL) | Stock | $1K–$15K | Medium | Later trade |
| HLT Hilton Worldwide Holdings Inc. Common Stock (HLT) | Stock | $1K–$15K | Medium | Later trade |
| SPHR Sphere Entertainment Co. Class A Common Stock (SPHR) | Stock | $1K–$15K | Medium | Later trade |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.