Jonathan Jackson
Trades
149
81 buy / 68 sell
Buy Win Rate
62%
81 buy trades scored
Avg. Buy Return
+21.4%
Dollar-weighted avg
vs S&P 500
-7.2%
Same holding periods
Trading Performance
Based on 81 buys scored
Avg. Buy Return+21.4%
S&P 500 (same periods)+28.7%
Alpha vs S&P 500-7.2%
Buy Win Rate62%
Sell Timing57%
Buy / Sell Trades59 / 49
Buy/Sell Ratio1.2x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
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Trade History
149 trades disclosed
MSFT
Microsoft Corporation - Common Stock
Type:
Sell
Date
May 12, 2026
ORLY
O'Reilly Automotive, Inc. - Common Stock
Type:
Sell
Date
Apr 24, 2026
V
Visa Inc.
Type:
Sell
Date
Apr 24, 2026
SP
SPG
Simon Property Group, Inc. Common Stock
Type:
Buy
Date
Apr 20, 2026
THC
Tenet Healthcare Corporation Common Stock
Type:
Sell
Date
Apr 20, 2026
THC
Tenet Healthcare Corporation Common Stock
Type:
Sell
Date
Apr 15, 2026
BP
BP
BP p.l.c. Common Stock
Type:
Buy
Date
Mar 20, 2026
BP
BP
BP p.l.c. Common Stock
Type:
Buy
Date
Mar 19, 2026
ORLY
O'Reilly Automotive, Inc. - Common Stock
Type:
Sell
Date
Mar 19, 2026
AMZN
Amazon.com, Inc. - Common Stock
Type:
Sell
Date
Mar 9, 2026
IBM
International Business Machines Corporation Common Stock
Type:
Sell
Date
Feb 17, 2026
IBM
International Business Machines Corporation Common Stock
Type:
Sell
Date
Feb 17, 2026
BK
The Bank of New York Mellon Corporation Common Stock
Type:
Buy
Date
Feb 17, 2026
BK
The Bank of New York Mellon Corporation Common Stock
Type:
Buy
Date
Feb 17, 2026
AMZN
Amazon.com, Inc. - Common Stock
Type:
Sell
Date
Feb 11, 2026
C
Citigroup, Inc. Common Stock
Type:
Buy
Date
Feb 11, 2026
THC
Tenet Healthcare Corporation Common Stock
Type:
Sell
Date
Feb 11, 2026
WE
WELL
Welltower Inc. Common Stock
Type:
Buy
Date
Feb 11, 2026
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Feb 5, 2026
C
Citigroup, Inc. Common Stock
Type:
Buy
Date
Feb 5, 2026
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| May 12, 2026 | MSFT Microsoft Corporation - Common Stock | Sell | $15k - $50k | +35dFiling |
| Apr 24, 2026 | ORLY O'Reilly Automotive, Inc. - Common Stock | Sell | $1k - $15k | +33dFiling |
| Apr 24, 2026 | V Visa Inc. | Sell | $50k - $100k | +33dFiling |
| Apr 20, 2026 | SP SPG Simon Property Group, Inc. Common Stock | Buy | $15k - $50k | +37dFiling |
| Apr 20, 2026 | THC Tenet Healthcare Corporation Common Stock | Sell | $15k - $50k | +37dFiling |
| Apr 15, 2026 | THC Tenet Healthcare Corporation Common Stock | Sell | $1k - $15k | +42dFiling |
| Mar 20, 2026 | BP BP BP p.l.c. Common Stock | Buy | $1k - $15k | +19dFiling |
| Mar 19, 2026 | BP BP BP p.l.c. Common Stock | Buy | $15k - $50k | +20dFiling |
| Mar 19, 2026 | ORLY O'Reilly Automotive, Inc. - Common Stock | Sell | $15k - $50k | +20dFiling |
| Mar 9, 2026 | AMZN Amazon.com, Inc. - Common Stock | Sell | $1k - $15k | +30dFiling |
| Feb 17, 2026 | IBM International Business Machines Corporation Common Stock | Sell | $50k - $100k | +23dFiling |
| Feb 17, 2026 | IBM International Business Machines Corporation Common Stock | Sell | $1k - $15k | +23dFiling |
| Feb 17, 2026 | BK The Bank of New York Mellon Corporation Common Stock | Buy | $1k - $15k | +23dFiling |
| Feb 17, 2026 | BK The Bank of New York Mellon Corporation Common Stock | Buy | $50k - $100k | +23dFiling |
| Feb 11, 2026 | AMZN Amazon.com, Inc. - Common Stock | Sell | $1k - $15k | +29dFiling |
| Feb 11, 2026 | C Citigroup, Inc. Common Stock | Buy | $1k - $15k | +29dFiling |
| Feb 11, 2026 | THC Tenet Healthcare Corporation Common Stock | Sell | $1k - $15k | +29dFiling |
| Feb 11, 2026 | WE WELL Welltower Inc. Common Stock | Buy | $1k - $15k | +29dFiling |
| Feb 5, 2026 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +35dFiling |
| Feb 5, 2026 | C Citigroup, Inc. Common Stock | Buy | $50k - $100k | +35dFiling |
Showing 1-20 of 149
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Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer