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Congress

Jonathan Jackson

Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.

Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.

Stock growth & value

Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.

Latest stored close
$336.64
AAPL · 2026-10-09 · USD
Stock price change
+$88.87
+35.87% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates

Stock price · move across the chart or use arrow keys

Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$13.6K
As of 2026-10-09
Estimated gain / loss
+$3,586.79
+35.87%

Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.

Annual holdings, 2025

Disclosed value ranges from the annual report. These are not current market values.

AssetDisclosed range
R.E. Partnerships 1802 E. 71st St. LLC Roseland Building Venture [RP]$250K – $500K
S. King Drive Property [RP]$250K – $500K
Chase Bank [BA]$100K – $250K
S. Cornell Property [RP]$100K – $250K
Morgan Stanley Trust Account ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST]$100K – $250K
Morgan Stanley Trust Account ⇒ Microsoft Corporation (MSFT) [ST]$100K – $250K
Morgan Stanley Trust Account ⇒ NVIDIA Corporation (NVDA) [ST]$100K – $250K
Morgan Stanley Trust Account ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST]$100K – $250K
Morgan Stanley Trust Account ⇒ AMETEK, Inc. (AME) [ST]$50K – $100K
Morgan Stanley Trust Account ⇒ Hartford Financial Services Group, Inc. (HIG) [ST]$50K – $100K
Morgan Stanley Trust Account ⇒ International Business Machines Corporation Common Stock (IBM) [ST]$50K – $100K
Morgan Stanley Trust Account ⇒ Marriott International - Class A Common Stock (MAR) [ST]$50K – $100K
Morgan Stanley Trust Account ⇒ McKesson Corporation (MCK) [ST]$50K – $100K
Morgan Stanley Trust Account ⇒ Palo Alto Networks, Inc. (PANW) [ST]$50K – $100K
Morgan Stanley Trust Account ⇒ T-Mobile US, Inc. (TMUS) [ST]$50K – $100K
Morgan Stanley Trust Account ⇒ Visa Inc. (V) [ST]$50K – $100K
American Alliance of Museums 403(B) DC Plan ⇒ Vanguard Target Retirement 2030 Fund (VTHRX) [MF]$50K – $100K
Morgan Stanley - Rollover IRA ⇒ Calamos Market Neutral Fd Cl I (CMNIX) [MF]$15K – $50K
Morgan Stanley - Rollover IRA ⇒ Columbia Dividend Income Fund Class I (GSFTX) [MF]$15K – $50K
Morgan Stanley - Rollover IRA ⇒ Davis Opportunity Fd Class Y (DGOYX) [MF]$15K – $50K
Morgan Stanley - Rollover IRA ⇒ Performance Trust Total Return Bond Fund-Institutional Class (PTIAX) [MF]$15K – $50K
Morgan Stanley - Rollover IRA ⇒$15K – $50K
Morgan Stanley Trust Account ⇒ COOK CNTY ILL SCH DIST NO 081 SCHILLER OID [GS]$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]$15K – $50K
Morgan Stanley Trust Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]$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]$15K – $50K
Morgan Stanley Trust Account ⇒ Tenet Healthcare Corporation Common Stock (THC) [ST]$15K – $50K
Morgan Stanley - Rollover IRA ⇒ iShares Core S&P Total U.S. Stock Market ETF (ITOT) [EF]$15K – $50K
Morgan Stanley - Rollover IRA ⇒ Invesco QQQ Trust, Series 1 (QQQ) [EF]$15K – $50K
Morgan Stanley - Rollover IRA ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]$1K – $15K
Morgan Stanley - Rollover IRA ⇒ First Trust RBA American Industrial Renaissance ETF (AIRR) [EF]$1K – $15K
Morgan Stanley - Rollover IRA ⇒ iShares Core MSCI Pacific ETF (IPAC) [EF]$1K – $15K
Morgan Stanley - Rollover IRA ⇒ McKesson Corporation Common Stock (MCK) [ST]$1K – $15K
Morgan Stanley - Rollover IRA ⇒ MORGAN STANLEY BANK N.A. # [BA]$1K – $15K
Morgan Stanley - Rollover IRA ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]$1K – $15K
Morgan Stanley - Rollover IRA ⇒ State Street SPDR Bloomberg Convertible Securities ETF (CWB) [EF]$1K – $15K
Morgan Stanley - Rollover IRA ⇒ Tenet Healthcare Corporation Common Stock (THC) [ST]$1K – $15K
Morgan Stanley - Rollover IRA ⇒ Williams Companies, Inc. (WMB) [ST]$1K – $15K
Morgan Stanley SEP IRA ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]$1K – $15K
Morgan Stanley SEP IRA ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST]$1K – $15K
Morgan Stanley SEP IRA ⇒ Curtiss-Wright Corporation Common Stock (CW) [ST]$1K – $15K
Morgan Stanley SEP IRA ⇒ EMCOR Group, Inc. Common Stock (EME) [ST]$1K – $15K
Morgan Stanley SEP IRA ⇒ International Business Machines Corporation Common Stock (IBM) [ST]$1K – $15K
Morgan Stanley SEP IRA ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]$1K – $15K
Morgan Stanley SEP IRA ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]$1K – $15K
Morgan Stanley SEP IRA ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST]$1K – $15K
Morgan Stanley SEP IRA ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST]$1K – $15K
Morgan Stanley SEP IRA ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST]$1K – $15K
Morgan Stanley SEP IRA ⇒ Walmart Inc. - Common Stock (WMT) [ST]$1K – $15K
Morgan Stanley Trust Account ⇒ ILLINOIS HSG DEV AUTH REV; 1.9%; Due 10/01/2033 [GS]$1K – $15K
Morgan Stanley Trust Account ⇒ ILLINOIS ST GENL OBLIG [GS]$1K – $15K
Morgan Stanley - Rollover IRA ⇒ First Trust Global Tactical Commodity Strategy Fund (FTGC) [EF]$1K – $15K
Morgan Stanley - Rollover IRA ⇒ Tortoise Energy Infrastructure Corporation Common Stock (TYG) [EF]$1K – $15K
Morgan Stanley SEP IRA ⇒ MORGAN STANLEY BANK N.A. # [BA]$1 – $1K
Morgan Stanley SEP IRA ⇒Not specified
Empower - Muhammad Ali Museum & Education Center, Inc. 401(k) Plan ⇒ American Funds 2030 Target Date Retirement Fd Cl R-6 (RFETX) [MF]Not specified
Morgan Stanley Trust Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]Not specified
Morgan Stanley Trust Account ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]Not specified
Morgan Stanley Trust Account ⇒ Aramark Common Stock (ARMK) [ST]Not specified
Morgan Stanley Trust Account ⇒ BlackRock Liquidity Funds FedFund - Premier (BUPXX) [MF]Not specified
Morgan Stanley Trust Account ⇒ Church & Dwight Company, Inc. Common Stock (CHD) [ST]Not specified
Morgan Stanley Trust Account ⇒ Doximity, Inc. Class A Common Stock (DOCS) [ST]Not specified
Morgan Stanley Trust Account ⇒ Eli Lilly and Company Common Stock (LLY) [ST]Not specified
Morgan Stanley Trust Account ⇒ Linde plc - Ordinary Shares (LIN) [ST]Not specified
Morgan Stanley Trust Account ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST]Not specified
Morgan Stanley Trust Account ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]Not specified
Morgan Stanley Trust Account ⇒ Netflix, Inc. - Common Stock (NFLX) [ST]Not specified
Morgan Stanley Trust Account ⇒Not specified
Parker-Hannifin Corporation Common Stock (PH) [ST]Not specified
Morgan Stanley Trust Account ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST]Not specified
Morgan Stanley Trust Account ⇒ Salesforce, Inc. Common Stock (CRM) [ST]Not specified
Vanguard - United Way of Metropolitan Chicago DC Plan ⇒ Vanguard Target Retirement 2030 Fund (VTHRX) [MF] .Not specified
Morgan Stanley Trust Account ⇒ iShares Russell Midcap Growth ETF (IWP) [EF]Not specified
Morgan Stanley SEP IRA ⇒ iShares Russell Midcap Growth ETF (IWP) [EF]Not specified

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