Jim Jordan Estimated Holdings (2026)

Base report: annual report CY2025 · (no PTR trades after report date)

Estimated total: $258K–open-ended (some lines have no upper bound) across 21 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Jim Jordan holds an estimated 21 positions worth $258K–open-ended (some lines have no upper bound) in total. The largest estimated holding is Ohio Public Employees Retirement System Defined Benefit Plan ($100K–$250K). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

Asset	Type	Estimated range	Confidence	Came from
Ohio Public Employees Retirement System Defined Benefit Plan	Pension	$100K–$250K	High	Report
Stickley Farm	Real estate	$100K–$250K	High	Report
Park National Bank	Cash	$30K–$100K	High	Report
VOO Inherited IRA ⇒ Vanguard S&P 500 ETF (VOO)	Fund/ETF	$15K–$50K	High	Report
Inherited IRA ⇒ Edward Jones Single Account	Cash	$1K–$15K	High	Report
Do What You Said You Would Do	Ip	$0–open-ended	Low	Report
Ohio Employees Retirement System	Pension	$0–open-ended	Low	Report
Ohio State Teachers Retirement System Defined Benefit Plan	Pension	$0–open-ended	Low	Report
PRC Printing & Publishing Victory: A Guide to Sports Nutriti	Ip	$0–open-ended	Low	Report

12 small positions (each ≤ $15K), total $12K–$180K, 0 from later trades. Click to expand.

Asset	Type	Estimated range	Confidence	Came from
AAPL Inherited IRA ⇒ Apple Inc. - Common Stock (AAPL)	Stock	$1K–$15K	High	Report
CGBL Inherited IRA ⇒ Capital Group Core Balanced ETF (CGBL)	Fund/ETF	$1K–$15K	High	Report
CGDV Inherited IRA ⇒ Capital Group Dividend Value ETF (CGDV)	Fund/ETF	$1K–$15K	High	Report
HTRB Inherited IRA ⇒ Hartford Total Return Bond ETF (HTRB)	Fund/ETF	$1K–$15K	High	Report
QQQM Inherited IRA ⇒ Invesco NASDAQ 100 ETF (QQQM)	Fund/ETF	$1K–$15K	High	Report
IWM Inherited IRA ⇒ iShares Russell 2000 Index Fund (IWM)	Fund/ETF	$1K–$15K	High	Report
MFSI Inherited IRA ⇒ MFS Active International ETF (MFSI)	Fund/ETF	$1K–$15K	High	Report
PRK Inherited IRA ⇒ Park National Corporation Common Stock (PRK)	Stock	$1K–$15K	High	Report
PTRQX Inherited IRA ⇒ PGIM Total Return Bond Fund Class R6 (PTRQX)	Fund/ETF	$1K–$15K	High	Report
TCHP Inherited IRA ⇒ T. Rowe Price Blue Chip Growth ETF (TCHP)	Fund/ETF	$1K–$15K	High	Report
BND Inherited IRA ⇒ Vanguard Total Bond Market ETF (BND)	Fund/ETF	$1K–$15K	High	Report
WMT Inherited IRA ⇒ Walmart Inc. - Common Stock (WMT)	Stock	$1K–$15K	High	Report

Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.

Rep. Jim Jordan R-OH04