John James
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 8/13/2026 — 39 assets, about $31.6M at the middle of each value range.
- James Group, Inc.48.1%
- MSBNA Preferred Savings - QC9.5%
- 4005 WFS9.5%
- 4610 WJS9.5%
- 4700 WJS9.5%
- Other 34 assets13.9%
By type: Business Interest 48% · Real Property 31% · Bank Deposit 15% · Exchange Traded Fund 3% · Mutual Fund 2% · Other 1%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
James Group, Inc.in John A. James Children’s Trust | Business Interest | ≈ $15.2M | 48.1% | Self |
MSBNA Preferred Savings - QCin John A. James Children’s Trust | Bank Deposit | $1,000,001 - $5,000,000 | 9.5% | Self |
4005 WFSin John A. James Qualified Sub chapter S Trust ⇒ OJ Land Development, Inc. | Real Property | $1,000,001 - $5,000,000 | 9.5% | Self |
4610 WJSin John A. James Qualified Sub chapter S Trust ⇒ OJ Land Development, Inc. | Real Property | $1,000,001 - $5,000,000 | 9.5% | Self |
4700 WJSin John A. James Qualified Sub chapter S Trust ⇒ OJ Land Development, Inc. | Real Property | $1,000,001 - $5,000,000 | 9.5% | Self |
USAA Checking | Bank Deposit | $500,001 - $1,000,000 | 2.4% | Joint |
4485 WJSin John A. James Qualified Sub chapter S Trust ⇒ OJ Land Development, Inc. | Real Property | $500,001 - $1,000,000 | 2.4% | Self |
Everbank Bank Account | Bank Deposit | $250,001 - $500,000 | 1.2% | Spouse |
VONGVanguard Russell 1000 Growth ETF (VONG)in John A. James Children’s Trust | Exchange Traded Fund | $250,001 - $500,000 | 1.2% | Self |
Fiat Chrysler Auto Custom Blend 2040 Target Date Fund | Other | $100,001 - $250,000 | 0.6% | Spouse |
Fifth-Third Bank | Bank Deposit | $100,001 - $250,000 | 0.6% | Self |
USAA Savings | Bank Deposit | $100,001 - $250,000 | 0.6% | Joint |
FID Frdm Blnd 2045 Rin Amway Retirement Account | Mutual Fund | $100,001 - $250,000 | 0.6% | Spouse |
American Funds 2045 Target DateLTin James Group Inc 401k | Mutual Fund | $100,001 - $250,000 | 0.6% | Self |
GOVXXFederated Hermes Government Obligations Fund AVR Shares (GOVXX)in John A. James Children’s Trust | Mutual Fund | $100,001 - $250,000 | 0.6% | Self |
The 15 largest of 39. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out.
Estimated current stock holdings
Stocks bought in the last 5 years with no sale disclosed since — 10 names across 11 purchases, $88.0K at the disclosed midpoints.
- NVDA · Nvidia18.2%
- ALLE · Allegion9.1%
- APD · Air Products and Chemicals9.1%
- CAH · Cardinal Health9.1%
- CCI · Crown Castle9.1%
- Other 5 stocks45.5%
| Stock | Disclosed at purchase | Share | Since | Held by |
|---|---|---|---|---|
NVDANvidia | $16.0K | 18.2% | 2024-09-02 | Self |
ALLEAllegion | $8.0K | 9.1% | 2024-09-02 | Self |
APDAir Products and Chemicals | $8.0K | 9.1% | 2024-09-02 | Self |
CAHCardinal Health | $8.0K | 9.1% | 2024-09-02 | Self |
CCICrown Castle | $8.0K | 9.1% | 2024-09-02 | Self |
EAElectronic Arts | $8.0K | 9.1% | 2024-09-02 | Self |
ELVElevance Health | $8.0K | 9.1% | 2024-09-02 | Self |
ETNEaton | $8.0K | 9.1% | 2024-09-02 | Self |
FNFV.VFidelity National Financial | $8.0K | 9.1% | 2024-09-02 | Self |
LVSLAS Vegas Sands Corp CMN | $8.0K | 9.1% | 2024-09-02 | Self |
An estimate, not a statement of what they own. Trade filings report changes, never balances, so this cannot see stock bought more than 5 years ago and never traded since, and a partial sale closes the whole purchase it is matched to. Amounts are what was disclosed at purchase (the middle of each range), not today's value. Options are left out: they expire, and filings never say whether one was a call or a put.
Their most-traded tickers
What they hold it in
Every disclosed trade
250 rows. Sort any column; Source opens the filed PDF.
Showing the 250 most recent of 274. search the full log for the rest.