1 year
0.01%
Cumulative estimated return
SPY: 14.60%
Outperformance: -14.59 percentage points
2025-09-15 – 2026-09-15
Missing information
- 32 rows without a saved price.
- 56 sales exceeding observed holdings (unmatched amount omitted).
John James
Updated Sep 14, 2026Republican · House MI10
Wikipedia biography ↗Years Elected: About 3.7Rank: #88
Service dates
Federal elected service; earlier service not yet verified.
- Jan 3, 2023 – Sep 16, 2026
Estimated public-equity portfolio performance
3 years
23.49%
Cumulative estimated return
SPY: 71.90%
Outperformance: -48.41 percentage points
2023-11-10 – 2026-09-15
Missing information
- 32 rows without a saved price.
- 56 sales exceeding observed holdings (unmatched amount omitted).
- Available investment history starts 2023-11-10.
5 years
23.49%
Cumulative estimated return
SPY: 71.90%
Outperformance: -48.41 percentage points
2023-11-10 – 2026-09-15
Missing information
- 32 rows without a saved price.
- 56 sales exceeding observed holdings (unmatched amount omitted).
- Available investment history starts 2023-11-10.
As of Sep 15, 2026. 273 parsed trades. Ranks use three-year return.
How estimates are calculated
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Current holdings
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| No individual public-equity holdings are identified in this disclosure. | ||||||
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
Estimated positions as of Sep 15, 2026
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Ameren Corporation Common Stock (AEE) [ST] | not_reported | 15.14721733123897879568281151 | 1560.47 |
| CME Group Inc. - Class A Common Stock (CME) [ST] | not_reported | 0.94972697056030389363722697 | 261.26 |
| John A. James Children’s Trust ⇒ Las Vegas Sands Corp. Common Stock (LVS) [ST] | not_reported | 162.5787441576915261125787442 | 6709.62 |
Completed trades
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
All trades
545 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| LPLA — John A. James Children’s Trust ⇒ LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 18, 2024 | Sep 14, 2026 |
| DFS — John A. James Children’s Trust ⇒ Discover Financial Services Common Stock (DFS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jul 18, 2024 | Sep 14, 2026 |
| DFS — Discover Financial Services Common Stock (DFS) [ST] | Not reported | Purchase | Jul 18, 2024 | Sep 12, 2026 |
| LPLA — LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | Not reported | Sale | Jul 18, 2024 | Sep 12, 2026 |
| VEEV — John A. James Children’s Trust ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 16, 2024 | Sep 14, 2026 |
| VEEV — Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | Not reported | Sale | Jul 16, 2024 | Sep 12, 2026 |
| VOYA — John A. James Children’s Trust ⇒ Voya Financial, Inc. Common Stock (VOYA) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jul 5, 2024 | Sep 14, 2026 |
| VOYA — Voya Financial, Inc. Common Stock (VOYA) [ST] | Not reported | Sale | Jul 5, 2024 | Sep 12, 2026 |
| KLAC — John A. James Children’s Trust ⇒ KLA Corporation - Common Stock (KLAC) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 33 · Annual | Jun 26, 2024 | Sep 14, 2026 |
| KLAC — KLA Corporation - Common Stock (KLAC) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 76 · Ptr | Jun 26, 2024 | Sep 12, 2026 |
| MDT — John A. James Children’s Trust ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 18, 2024 | Sep 14, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Purchase | Jun 18, 2024 | Sep 12, 2026 |
| ICLR — John A. James Children’s Trust ⇒ ICON plc - Ordinary Shares (ICLR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 12, 2024 | Sep 14, 2026 |
| ICLR — ICON plc - Ordinary Shares (ICLR) [ST] | Not reported | Purchase | Jun 12, 2024 | Sep 12, 2026 |
| MDT — John A. James Children’s Trust ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 25 · Annual | Jun 3, 2024 | Sep 14, 2026 |
| DG — John A. James Children’s Trust ⇒ Dollar General Corporation Common Stock (DG) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jun 3, 2024 | Sep 14, 2026 |
| MNST — John A. James Children’s Trust ⇒ Monster Beverage Corporation - Common Stock (MNST) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jun 3, 2024 | Sep 14, 2026 |
| AXP — John A. James Children’s Trust ⇒ American Express Company Common Stock (AXP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Jun 3, 2024 | Sep 14, 2026 |
| APD — John A. James Children’s Trust ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 3, 2024 | Sep 14, 2026 |
| CAH — John A. James Children’s Trust ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Jun 3, 2024 | Sep 14, 2026 |
| APD — Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Not reported | Purchase | Jun 3, 2024 | Sep 12, 2026 |
| AXP — American Express Company Common Stock (AXP) [ST] | Not reported | Sale | Jun 3, 2024 | Sep 12, 2026 |
| CAH — Cardinal Health, Inc. Common Stock (CAH) [ST] | Not reported | Purchase | Jun 3, 2024 | Sep 12, 2026 |
| DG — Dollar General Corporation Common Stock (DG) [ST] | Not reported | Sale | Jun 3, 2024 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 91 · Ptr | Jun 3, 2024 | Sep 12, 2026 |
| MNST — Monster Beverage Corporation - Common Stock (MNST) [ST] | Not reported | Sale | Jun 3, 2024 | Sep 12, 2026 |
| AXP — John A. James Children’s Trust ⇒ American Express Company Common Stock (AXP) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 23 · Annual | May 29, 2024 | Sep 14, 2026 |
| APD — John A. James Children’s Trust ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 29, 2024 | Sep 14, 2026 |
| APD — Air Products and Chemicals, Inc. Common Stock (APD) [ST] | Not reported | Purchase | May 29, 2024 | Sep 12, 2026 |
| AXP — American Express Company Common Stock (AXP) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 13 · Ptr | May 29, 2024 | Sep 12, 2026 |
| CCI — John A. James Children’s Trust ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 16, 2024 | Sep 14, 2026 |
| CCI — Crown Castle Inc. Common Stock (CCI) [ST] | Not reported | Purchase | May 16, 2024 | Sep 12, 2026 |
| FNFV.V — John A. James Children’s Trust ⇒ Fidelity National Financial, Inc. Common Stock Ex- Distribution When Issued (FNFV.V) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 15, 2024 | Sep 14, 2026 |
| FNFV.V — Fidelity National Financial, Inc. Common Stock Ex-Distribution When Issued (FNFV.V) [ST] | Not reported | Purchase | May 15, 2024 | Sep 12, 2026 |
| UL — John A. James Children’s Trust ⇒ Unilever PLC Common Stock (UL) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | May 6, 2024 | Sep 14, 2026 |
| AXTA — John A. James Children’s Trust ⇒ Axalta Coating Systems Ltd. Common Shares (AXTA) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | May 6, 2024 | Sep 14, 2026 |
| AXTA — Axalta Coating Systems Ltd. Common Shares (AXTA) [ST] | Not reported | Sale | May 6, 2024 | Sep 12, 2026 |
| UL — Unilever PLC Common Stock (UL) [ST] | Not reported | Sale | May 6, 2024 | Sep 12, 2026 |
| PGR — John A. James Children’s Trust ⇒ Progressive Corporation (PGR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | May 2, 2024 | Sep 14, 2026 |
| CCI — John A. James Children’s Trust ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 2, 2024 | Sep 14, 2026 |
| CAH — John A. James Children’s Trust ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | May 2, 2024 | Sep 14, 2026 |
| CAH — Cardinal Health, Inc. Common Stock (CAH) [ST] | Not reported | Purchase | May 2, 2024 | Sep 12, 2026 |
| CCI — Crown Castle Inc. Common Stock (CCI) [ST] | Not reported | Purchase | May 2, 2024 | Sep 12, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Not reported | Sale | May 2, 2024 | Sep 12, 2026 |
| TJX — John A. James Children’s Trust ⇒ TJX Companies, Inc. (TJX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTR | Apr 25, 2024 | Sep 14, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Not reported | Purchase | Apr 25, 2024 | Sep 12, 2026 |
| PGR — John A. James Children’s Trust ⇒ Progressive Corporation (PGR) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 15 · Annual | Apr 10, 2024 | Sep 14, 2026 |
| PGR — Progressive Corporation (PGR) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 116 · Ptr | Apr 10, 2024 | Sep 12, 2026 |
| PM — John A. James Children’s Trust ⇒ Philip Morris International Inc Common Stock (PM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTR | Apr 9, 2024 | Sep 14, 2026 |
| PM — Philip Morris International Inc Common Stock (PM) [ST] | Not reported | Sale | Apr 9, 2024 | Sep 12, 2026 |
All disclosures
20 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.