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| James Investment Research Inc
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| CRD # | 110433 |
| SEC # | 801-12359 |
| CIK # | 0000810384 |
| AUM | 1,211.6 M (2026-05-18) |
| Employees | 15 (53% Investors, 7% Brokers) |
| Fees | |
| Minimum | |
| Phone | 937-426-7640 |
| Address | 1349 Fairground Road Xenia, OH 45385 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| iShares Comex Gold Trust | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Enova International Inc | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Nova Measuring Instruments Ltd | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 0.1 |
| (b) Individuals (high net worth individuals) | 109 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 692 | 1.2 |
| By Discretionary | ||
| Discretionary | 657 | 1.2 |
| Non-Discretionary | 35 | 0.0 |
| Total | 692 | 1.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.2 | |
| Total | 692 | 1.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000810384] | |
| SC 13G | [0000810384] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| James Investment Research Inc | iShares Trust | [2014-04-09] |
| James Investment Research Inc | iShares Trust | [2013-02-08] |
| James Investment Research Inc | HI Tech Pharmacal Co Inc | [2012-02-09] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.0B |
| Clients | 3 |
| Serves | Institutional, Retail |
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