John James Estimated Holdings (2026)

Base report: annual report CY2025 · trades through 2026-06-12 · later PTRs: 1

Estimated total: $11.8M–$51.4M across 41 positions.

Based on the annual report CY2025 and trades reported after it, Rep. John James holds an estimated 41 positions worth $11.8M–$51.4M in total. The largest estimated holding is John A. James Children’s Trust ⇒ James Group, Inc. ($5M–$25M). 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
John A. James Children’s Trust ⇒ James Group, Inc.	Private	$5M–$25M	High	Report
John A. James Children’s Trust ⇒ MSBNA Preferred Savings - Q	Cash	$1M–$5M	High	Report
John A. James Qualified Sub chapter S Trust ⇒ OJ Land Develo	Real estate	$1M–$5M	High	Report
John A. James Qualified Sub chapter S Trust ⇒ OJ Land Develo	Real estate	$1M–$5M	High	Report
John A. James Qualified Sub chapter S Trust ⇒ OJ Land Develo	Real estate	$1M–$5M	High	Report
USAA Checking	Cash	$500K–$1M	High	Report
John A. James Qualified Sub chapter S Trust ⇒ OJ Land Develo	Real estate	$500K–$1M	High	Report
Everbank Bank Account	Cash	$250K–$500K	High	Report
VONG John A. James Children’s Trust ⇒ Vanguard Russell 1000 Growt	Fund/ETF	$250K–$500K	High	Report
Fiat Chrysler Auto Custom Blend 2040 Target Date Fund	Other	$100K–$250K	High	Report
Fifth-Third Bank	Cash	$100K–$250K	High	Report
James Group, Inc.	Private	$100K–$250K	High	Report
USAA Savings	Cash	$100K–$250K	High	Report
Amway Retirement Account ⇒ FID Frdm Blnd 2045 R	Fund/ETF	$100K–$250K	High	Report
James Group Inc 401k ⇒ American Funds 2045 Target DateLT	Fund/ETF	$100K–$250K	High	Report
GOVXX John A. James Children’s Trust ⇒ Federated Hermes Government	Fund/ETF	$100K–$250K	High	Report
VEA John A. James Children’s Trust ⇒ Vanguard FTSE Developed Mar	Fund/ETF	$100K–$250K	High	Report
VONV John A. James Children’s Trust ⇒ Vanguard Russell 1000 Value	Fund/ETF	$100K–$250K	High	Report
VTWO John A. James Children’s Trust ⇒ Vanguard Russell 2000 ETF (	Fund/ETF	$100K–$250K	High	Report
2030/2031 Enrollment Portfolio A Michigan Educational Saving	529 Plan	$50K–$100K	High	Report
2032/2033 Enrollment Portfolio A Michigan Educational Saving	529 Plan	$50K–$100K	High	Report
VTIVX Conoco Phillips Retirement Account ⇒ Vanguard Target Retirem	Fund/ETF	$50K–$100K	High	Report
LP Retirement Account ⇒ Calamos Growth	Fund/ETF	$50K–$100K	High	Report
LPL Account ⇒ US Bank National Association	Cash	$50K–$100K	High	Report
2036/2037 Enrollment Portfolio A Michigan Educational Saving	529 Plan	$15K–$50K	High	Report
Chase Bank Bus. Complete	Cash	$15K–$50K	High	Report
LP Retirement Account ⇒ UBS Bank	Cash	$15K–$50K	High	Report
SPCX Space Exploration Technologies Corp. (SPCX)	Stock	$15K–$50K	Medium	Later trade
JP Morgan Chase Insured Cash account (-)	Cash	$1K–$15K	High	Report
Morgan Stanley Bank Account	Cash	$1K–$15K	High	Report
John A. James Children’s Trust ⇒ Morgan Stanley Private Bank	Cash	$1K–$15K	High	Report

10 small positions (each ≤ $15K), total $10K–$150K, 0 from later trades. Click to expand.

Asset	Type	Estimated range	Confidence	Came from
Fiat Chrysler Auto Custom Blend 2045 Target Date Mutual Fund	Other	$1K–$15K	High	Report
VUSXX Conoco Phillips Retirement Account ⇒ Vanguard Treasury Money	Fund/ETF	$1K–$15K	High	Report
LP Retirement Account ⇒ Eaton Vance Worldwide Health Service	Fund/ETF	$1K–$15K	High	Report
BEXIX LPL Account ⇒ Baron Emerging Markets Fd Inst Shs (BEXIX)	Fund/ETF	$1K–$15K	High	Report
LPL Account ⇒ Brandes Emerging Markets Value CL	Fund/ETF	$1K–$15K	High	Report
LPL Account ⇒ Clipper Fund Inc	Fund/ETF	$1K–$15K	High	Report
LPL Account ⇒ Harbor Cap Apprec Instl CL	Fund/ETF	$1K–$15K	High	Report
LPL Account ⇒ Lazard Intl Strategic Equity Instl CL	Fund/ETF	$1K–$15K	High	Report
LPL Account ⇒ Oakmark Advisor CL	Fund/ETF	$1K–$15K	High	Report
LPL Account ⇒ Oakmark Global Select Advisor CL	Fund/ETF	$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. John James R-MI10