James A Jacobson - Net Worth and Insider Trading

James A Jacobson Net Worth

The estimated net worth of James A Jacobson is at least $820,890 dollars as of 2024-11-07. James A Jacobson is the Director of Aberdeen Total Dynamic Dividend Fund and owns about 65,000 shares of Aberdeen Total Dynamic Dividend Fund (AOD) stock worth over $575,250. James A Jacobson is also the Director of PIMCO Dynamic Credit & Mortgage Income Fund and owns about 12,000 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) stock worth over $245,640. Details can be seen in James A Jacobson's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that James A Jacobson has not made any transactions after 2015-05-11 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of James A Jacobson

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James A Jacobson Insider Ownership Reports

Insider Ownership Summary of James A Jacobson

Ticker Comapny Transaction Date Type of Owner
AIO Virtus Artificial Intelligence & Technology Opportunities Fund 2019-10-25 director
PDX PIMCO Dynamic Income Strategy Fund 2019-01-29 director
CBH Virtus Convertible & Income 2024 Target Term Fund 2017-06-27 director
LIMIT LIMIT 2009-07-21 director
LIMIT LIMIT 2013-03-04 director
LIMIT LIMIT 2009-07-21 director
LIMIT LIMIT 2015-05-21 director
LIMIT LIMIT 2015-05-11 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2012-05-24 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director
LIMIT LIMIT 2009-12-14 director

James A Jacobson Latest Holdings Summary

James A Jacobson currently owns a total of 2 stocks. Among these stocks, James A Jacobson owns 65,000 shares of Aberdeen Total Dynamic Dividend Fund (AOD) as of March 4, 2013, with a value of $575,250 and a weighting of 70.08%. James A Jacobson also owns 12,000 shares of PIMCO Dynamic Credit & Mortgage Income Fund (PCI) as of May 11, 2015, with a value of $245,640 and a weighting of 29.92%.

Latest Holdings of James A Jacobson

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
AOD Aberdeen Total Dynamic Dividend Fund 2013-03-04 65,000 8.85 575,250
PCI PIMCO Dynamic Credit & Mortgage Income Fund 2015-05-11 12,000 20.47 245,640

Holding Weightings of James A Jacobson


James A Jacobson Form 4 Trading Tracker

According to the SEC Form 4 filings, James A Jacobson has made a total of 0 transactions in Aberdeen Total Dynamic Dividend Fund (AOD) over the past 5 years. The most-recent trade in Aberdeen Total Dynamic Dividend Fund is the acquisition of 65,000 shares on March 4, 2013, which cost James A Jacobson around $260,000.

According to the SEC Form 4 filings, James A Jacobson has made a total of 0 transactions in PIMCO Dynamic Credit & Mortgage Income Fund (PCI) over the past 5 years. The most-recent trade in PIMCO Dynamic Credit & Mortgage Income Fund is the acquisition of 12,000 shares on May 11, 2015, which cost James A Jacobson around $251,160.

Insider Trading History of James A Jacobson

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

James A Jacobson Trading Performance

GuruFocus tracks the stock performance after each of James A Jacobson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by James A Jacobson is -5.8%. GuruFocus also compares James A Jacobson's trading performance to market benchmark return within the same time period. The performance of stocks bought by James A Jacobson within 3 months outperforms 0 times out of 1 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how James A Jacobson's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of James A Jacobson

Average Return

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Average return per transaction

Outperforming Transactions

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0 out of 1 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -1.87 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -2.04 LIMIT LIMIT LIMIT LIMIT LIMIT

James A Jacobson Ownership Network

Ownership Network List of James A Jacobson

No Data

Ownership Network Relation of James A Jacobson

Insider Network Chart

James A Jacobson Owned Company Details

What does Virtus Artificial Intelligence & Technology Opportunities Fund do?

Who are the key executives at Virtus Artificial Intelligence & Technology Opportunities Fund?

James A Jacobson is the director of Virtus Artificial Intelligence & Technology Opportunities Fund. Other key executives at Virtus Artificial Intelligence & Technology Opportunities Fund include other: Subadviser to the issuer Voya Investment Management Co , other: CIO-Subadviser to the issuer Paul Zemsky , and other: CIO-Subadviser to the issuer Vincent J Costa .

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Insider Trades Summary

Over the past 18 months, James A Jacobson made no insider transaction in Virtus Artificial Intelligence & Technology Opportunities Fund (AIO). Other recent insider transactions involving Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) include a net purchase of 2,925 shares made by Mcdaniel Connie D , and a net purchase of 832 shares made by Donald C Burke .

In summary, during the past 3 months, insiders sold 0 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) were sold and 3,757 shares were bought by its insiders, resulting in a net purchase of 3,757 shares.

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO)'s detailed insider trading history can be found in Insider Trading Tracker table.

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Virtus Artificial Intelligence & Technology Opportunities Fund Insider Transactions

No Available Data

James A Jacobson Mailing Address

Above is the net worth, insider trading, and ownership report for James A Jacobson. You might contact James A Jacobson via mailing address: 1633 Broadway, New York Ny 10019.