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John James

John James Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed August 13, 2025. Includes 114 assets and 1 liabilities.

Year:
2024
Est. Net Worth
$2.6M
2024 annual disclosure
Total Assets
$2M - $4.7M
114 assets
Total Liabilities
$500K - $1M
1 liabilities
Total Trades
428
From PTR filings
Trade Volume
$3.8M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2024$2.6M
2024$2.6M

Assets by Category

Bank & Cash$1.7M (9)
Mutual Funds$639K (14)
ETFs$500K (4)
Other$366K (6)
Real Estate$175K (1)
Stocks$0 (80)

Top Stock Holdings (from trades)

VONV
Vanguard Russell 1000 Value ETFVONV
$175K
VONG
Vanguard Russell 1000 Growth ETFVONG
$175K
MSFT
Microsoft CorporationMSFT
$65K
Federated Hermes Government Obligations Fund AVR SharesGOVXX
$40K
SPCX
Space Exploration Technologies Corp.SPCX
$33K
MSFT
Microsoft Corporation - Common StockMSFT
$33K
V
Visa Inc.V
$32K
MDT
Medtronic plcMDT
$32K
NVDA
NVIDIA CorporationNVDA
$32K
AEP
American Electric Power Company, Inc.AEP
$24K

All Assets (114)

AssetValue
2030/2031 Enrollment Portfolio A Michigan Educational Savings Program
MI
$50,001 - $100,000
2032/2033 Enrollment Portfolio A Michigan Educational Savings Program
MI
$50,001 - $100,000
2036/2037 Enrollment Portfolio A Michigan Educational Savings Program
MI
$15,001 - $50,000
Calamos Growth
$50,001 - $100,000
Chase Bank Bus. Complete
$50,001 - $100,000
Eaton Vance Worldwide Health Services
$1,001 - $15,000
Everbank Bank Account
$250,001 - $500,000
Fiat Chrysler Auto Custom Blend 2040 Target Date Fund
$100,001 - $250,000
Fiat Chrysler Auto Custom Blend 2045 Target Date Mutual Fund
$1,001 - $15,000
Fifth-Third Bank
$50,001 - $100,000
JP Morgan Chase Insured Cash account
$1,001 - $15,000
Morgan Stanley Bank Account
$100,001 - $250,000
USAA Checking
$15,001 - $50,000
USAA Savings
$500,001 - $1,000,000
Amway Retirement Account FID Frdm Blnd 2045 R
$100,001 - $250,000
James Group Inc 401k American Funds 2045 Target DateLT
$100,001 - $250,000
John A. James Children's Trust Abbott Laboratories Common Stock(ABT)
N/A
John A. James Children's Trust AbbVie Inc. Common Stock(ABBV)
N/A
John A. James Children's Trust Accenture plc Class A Ordinary Shares(ACN)
N/A
John A. James Children's Trust Advanced Micro Devices, Inc.(AMD)
N/A
John A. James Children's Trust Allegion plc Ordinary Shares(ALLE)
N/A
John A. James Children's Trust
N/A
Alphabet Inc. - Class A Common Stock(GOOGL)
N/A
Alphabet Inc. - Class C Capital Stock(GOOG)
N/A
Amazon.com, Inc. - Common Stock(AMZN)
N/A
American Electric Power Company, Inc.(AEP)
N/A
American Express Company Common Stock(AXP)
N/A
Analog Devices, Inc. - Common Stock(ADI)
N/A
Apple Inc. - Common Stock(AAPL)
N/A
Applied Materials, Inc. - Common Stock(AMAT)
N/A
AT&T Inc.(T)
N/A
Automatic Data Processing, Inc. - Common Stock(ADP)
N/A
Avantor, Inc. Common Stock(AVTR)
N/A
Avery Dennison Corporation Common Stock(AVY)
N/A
Bank of America Corporation Common Stock(BAC)
N/A
Berkshire Hathaway Inc. New Common Stock(BRK.B)
N/A
Unknown
N/A
BlackRock, Inc. Common Stock(BLK)
N/A
Blackstone Inc. Common Stock(BX)
N/A
Booz Allen Hamilton Holding Corporation Common Stock(BAH)
N/A
Broadcom Inc. - Common Stock(AVGO)
N/A
Cardinal Health, Inc. Common Stock(CAH)
N/A
Chubb Limited Common Stock(CB)
N/A
Ciena Corporation(CIEN)
N/A
Coca-Cola Company(KO)
N/A
Cognizant Technology Solutions Corporation - Class A Common Stock(CTSH)
N/A
Corteva, Inc. Common Stock(CTVA)
N/A
Crown Castle Inc. Common Stock(CCI)
N/A
Cummins Inc. Common Stock(CMI)
N/A
Dun & Bradstreet Holdings, Inc. Common Stock(DNB)
N/A
Eaton Corporation, PLC Ordinary Shares(ETN)
N/A
JP Morgan Chase & Co. Common Stock(JPM)
N/A
KLA Corporation - Common Stock(KLAC)
N/A
Linde plc - Ordinary Shares(LIN)
N/A
Lockheed Martin Corporation Common Stock(LMT)
N/A
Marsh & McLennan Companies, Inc. Common Stock(MMC)
N/A
Marvell Technology, Inc. - Common Stock(MRVL)
N/A
McDonald's Corporation Common Stock(MCD)
N/A
Medtronic plc. Ordinary Shares(MDT)
N/A
Merck & Company, Inc. Common Stock(MRK)
N/A
Meta Platforms, Inc. - Class A Common Stock(META)
N/A
Micron Technology, Inc. - Common Stock(MU)
N/A
Microsoft Corporation - Common Stock(MSFT)
N/A
Mondelez International, Inc. - Class A Common Stock(MDLZ)
N/A
Morgan Stanley Common Stock(MS)
N/A
Morgan Stanley Private Bank
$1,001 - $15,000
MSBNA Preferred Savings - QC
$100,001 - $250,000
NextEra Energy, Inc. Common Stock(NEE)
N/A
Northrop Grumman Corporation Common Stock(NOC)
N/A
Novo Nordisk A/S Common Stock(NVO)
N/A
NVIDIA Corporation - Common Stock(NVDA)
N/A
Otis Worldwide Corporation Common Stock(OTIS)
N/A
Packaging Corporation of America Common Stock(PKG)
N/A
Parker-Hannifin Corporation Common Stock(PH)
N/A
PNC Financial Services Group, Inc. Common Stock(PNC)
N/A
Procter & Gamble Company(PG)
N/A
Public Storage Common Stock(PSA)
N/A
Reinsurance Group of America, Incorporated Common Stock(RGA)
N/A
RTX Corporation Common Stock(RTX)
N/A
Sanofi - American Depositary Shares(SNY)
N/A
Skechers U.S.A., Inc. Common Stock(SKX)
N/A
Sony Group Corporation American Depositary Shares(SONY)
N/A
Southern Company(SO)
N/A
Tenet Healthcare Corporation Common Stock(THC)
N/A
Texas Instruments Incorporated - Common Stock(TXN)
N/A
The Bank of New York Mellon Corporation Common Stock(BK)
N/A
Thermo Fisher Scientific Inc Common Stock(TMO)
N/A
TJX Companies, Inc.(TJX)
N/A
TKO Group Holdings, Inc. Class A Common Stock(TKO)
N/A
Trane Technologies plc(TT)
N/A
Union Pacific Corporation Common Stock(UNP)
N/A
UnitedHealth Group Incorporated Common Stock(UNH)
N/A
Valero Energy Corporation Common Stock(VLO)
N/A
Vanguard FTSE Developed Markets ETF(VEA)
$50,001 - $100,000
Vanguard Russell 1000 Growth ETF(VONG)
$100,001 - $250,000
Vanguard Russell 1000 Value ETF(VONV)
$100,001 - $250,000
Vanguard Russell 2000 ETF(VTWO)
$50,001 - $100,000
Visa Inc.(V)
N/A
Walmart Inc. Common Stock(WMT)
N/A
Waste Management, Inc. Common Stock(WM)
N/A
Wells Fargo & Company Common Stock(WFC)
N/A
Zebra Technologies Corporation - Class A Common Stock(ZBRA)
N/A
AvalonBay Communities, Inc. Common Stock(AVB)
N/A
OJ Land Development, Inc.
Detroit, MI, US
$100,001 - $250,000
American Express National Bank
$50,001 - $100,000
Baron Emerging Markets Fd Inst Shs(BEXIX)
$1,001 - $15,000
LPL Account
$1,001 - $15,000
Brandes Emerging Markets Value CL
N/A
LPL Account -> Clipper Fund Inc
$1,001 - $15,000
LPL Account -> Harbor Cap Apprec Instl CL
$1,001 - $15,000
LPL Account -> Lazard Intl Strategic Equity Instl CL
$1,001 - $15,000
LPL Account -> Oakmark Advisor CL
$1,001 - $15,000
LPL Account -> Oakmark Global Select Advisor CL
$1,001 - $15,000
Marathon Retirement Account -> Fid Frdm Blend 2045Q
$50,001 - $100,000

Liabilities (1)

CreditorTypeAmount
Morgan Stanley Private Bank, Natl. Associationmortgage$500,001 - $1,000,000

Trading Sector Allocation (from PTR trades)

Healthcare$488K
Technology$634K
Consumer Cyclical$208K
Communication Services$120K
Financial Services$417K
Basic Materials$152K
Banking$24K
Industrials$424K
Energy$168K
Insurance$48K
Manufacturing$24K
Services$48K
Retail Trade$24K
Utilities$136K
Consumer Defensive$248K
Real Estate$88K
John James tradesWealthiest membersMost active tradersMI delegationArticles
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).