Current Market Value 841,033,793
Current Holdings 338
Most Recent File Date 2025-08-01
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by James Investment Research Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-01 2025-06-30 13F-HR 338 841,034
2025-05-02 2025-03-31 13F-HR 326 787,644
2025-01-30 2024-12-31 13F-HR 330 839,880
2024-10-29 2024-09-30 13F-HR 332 866,606
2024-07-30 2024-06-30 13F-HR 327 839,631
2024-05-01 2024-03-31 13F-HR 322 841,484
2024-02-06 2023-12-31 13F-HR 308 796,217
2023-10-31 2023-09-30 13F-HR 290 757,545
2023-08-07 2023-06-30 13F-HR 284 782,334
2023-04-26 2023-03-31 13F-HR 585 756
2023-01-30 2022-12-31 13F-HR 585 715
2022-10-31 2022-09-30 13F-HR 529 700,936
2022-08-01 2022-06-30 13F-HR 516 747,080
2022-04-22 2022-03-31 13F-HR 504 953,051
2022-01-28 2021-12-31 13F-HR 504 1,091,651
2021-10-22 2021-09-30 13F-HR 490 1,076,678
2021-07-26 2021-06-30 13F-HR 501 1,167,571
2021-04-22 2021-03-31 13F-HR 487 1,100,263
2021-01-27 2020-12-31 13F-HR 508 1,111,576
2020-10-23 2020-09-30 13F-HR 471 1,082,653
2020-07-24 2020-06-30 13F-HR 452 1,071,299
2020-04-22 2020-03-31 13F-HR 471 966,403
2020-01-24 2019-12-31 13F-HR 515 1,434,574
2019-10-30 2019-09-30 13F-HR 577 1,376,871
2019-07-24 2019-06-30 13F-HR 671 1,378,220
2019-04-26 2019-03-31 13F-HR 828 1,531,021
2019-01-22 2018-12-31 13F-HR 817 1,605,711
2018-10-26 2018-09-30 13F-HR 784 2,436,840
2018-07-19 2018-06-30 13F-HR 786 2,613,179
2018-04-12 2018-03-31 13F-HR 774 2,664,733
2018-01-23 2017-12-31 13F-HR 756 2,923,947
2017-10-13 2017-09-30 13F-HR 746 2,972,558
2017-07-14 2017-06-30 13F-HR 712 3,226,124
2017-04-21 2017-03-31 13F-HR 644 3,562,177
2017-01-19 2016-12-31 13F-HR 549 3,869,291
2016-10-27 2016-09-30 13F-HR 559 3,775,607
2016-07-15 2016-06-30 13F-HR 530 3,952,180
2016-04-25 2016-03-31 13F-HR 448 4,102,801
2016-01-27 2015-12-31 13F-HR 483 4,040,771
2015-10-05 2015-09-30 13F-HR 482 3,752,415
2015-07-17 2015-06-30 13F-HR 503 4,281,566
2015-04-17 2015-03-31 13F-HR 515 4,242,606
2015-01-09 2014-12-31 13F-HR 507 3,667,238
2014-10-09 2014-09-30 13F-HR 511 3,201,144
2014-07-22 2014-06-30 13F-HR 506 3,144,009
2014-04-24 2014-03-31 13F-HR 507 3,125,427
2014-01-23 2013-12-31 13F-HR 531 3,183,899
2013-10-16 2013-09-30 13F-HR 519 2,634,592
2013-07-26 2013-06-30 13F-HR 508 2,436,039