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| James Investment Research Inc
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|---|---|
| CRD # | 110433 |
| SEC # | 801-12359 |
| CIK # | 0000810384 |
| AUM | $1.1 BB (2022-12-22) |
| Employees | 16 (50% Investors, 6% Brokers) |
| Phone | 937-426-7640 |
| Address | 1349 Fairground Road Xenia, OH 45385 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| UNH | 477.0 | 0.0 | |
| MCD | 179.6 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| CVX | 294.6 | 0.0 | |
| WMT | 335.4 | 0.0 | |
| NSIT | 3.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 684 | 0.2 |
| (b) Individuals (high net worth individuals) | 101 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.0 |
| (h) Charitable organizations | 13 | 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 | 21 | 0.0 |
| (n) Other | 8 | 0.0 |
| Total | 841 | 1.1 |
| By Discretionary | ||
| Discretionary | 831 | 1.1 |
| Non-Discretionary | 10 | 0.0 |
| Total | 841 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 841 | 1.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 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] |
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