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James Investment Research, Inc.

JAMES INVESTMENT RESEARCH, INC.
Branche unbekannt
Ticker–Börse–
ISIN–CIK0000810384
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameJAMES INVESTMENT RESEARCH, INC.
Ticker–
CIK0000810384

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)OH
Geschäftsadresse1349 FAIRGROUND RD P O BOX 8, 45301 ALPHA, OH
Telefon9374267640
EIN (IRS)31-0891459

Listing & Historie

Fiskaljahr-Ende30.09.
Frühere NamenJAMES INVESTMENT RESEARCH INC (bis 2024)

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
JPMORGAN CHASE & CO769.457.7810769.457.78146.503.603.313Neu+100,0%
BANK OF AMERICA CORP /DE/397.696.8120397.696.81228.049.887.804Neu+100,0%
MORGAN STANLEY165.616.7730165.616.77310.981.375.676Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP114.885.1050114.885.1058.817.507.235Neu+100,0%
LPL Financial LLC111.487.7960111.487.7966.716.302.453Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC100.562.8860100.562.8865.811.094.516Neu+100,0%
UBS Group AG74.760.146074.760.1465.729.545.111Neu+100,0%
BANK OF MONTREAL /CAN/78.267.990078.267.9905.402.430.813Neu+100,0%
GOLDMAN SACHS GROUP INC79.395.323079.395.3235.282.556.376Neu+100,0%
WELLS FARGO & COMPANY/MN69.941.841069.941.8415.013.229.394Neu+100,0%
JANE STREET GROUP, LLC63.049.804063.049.8044.718.909.362Neu+100,0%
CITADEL ADVISORS LLC50.570.979050.570.9793.749.887.308Neu+100,0%
CITIGROUP INC44.534.522044.534.5223.159.178.644Neu+100,0%
ROYAL BANK OF CANADA47.204.392047.204.3923.133.987.000Neu+100,0%
RAYMOND JAMES FINANCIAL INC39.234.223039.234.2232.903.811.112Neu+100,0%
VANGUARD ADVISERS INC54.010.523054.010.5232.595.259.495Neu+100,0%
AMERIPRISE FINANCIAL INC35.470.996035.470.9962.538.068.092Neu+100,0%
MERCER GLOBAL ADVISORS INC /ADV39.168.536039.168.5362.010.645.961Neu+100,0%
Creative Planning56.230.315056.230.3151.813.375.013Neu+100,0%
BARCLAYS PLC20.537.470020.537.4701.712.976.116Neu+100,0%
BNP PARIBAS FINANCIAL MARKETS12.825.033012.825.0331.666.000.900Neu+100,0%
PGIM Custom Harvest LLC9.959.79109.959.7911.582.031.057Neu+100,0%
Cambridge Investment Research Advisors, Inc.21.612.18910.334.04311.278.1461.433.435.000Aufgestockt+109,1%
Jain Global LLC17.545.361017.545.3611.401.111.128Neu+100,0%
Cetera Investment Advisers21.363.971021.363.9711.344.986.996Neu+100,0%
MILLENNIUM MANAGEMENT LLC18.626.943018.626.9431.313.536.918Neu+100,0%
OSAIC HOLDINGS, INC.19.187.468019.187.4681.211.348.945Neu+100,0%
BALYASNY ASSET MANAGEMENT L.P.15.018.626015.018.6261.118.160.191Neu+100,0%
Elliott Investment Management L.P.12.790.000012.790.0001.084.257.700Neu+100,0%
Janney Montgomery Scott LLC12.728.969012.728.9691.057.459.000Neu+100,0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO12.909.364012.909.3641.028.816.971Neu+100,0%
Vanguard Global Advisers, LLC20.417.003020.417.003981.036.994Neu+100,0%
Betterment LLC20.172.827020.172.827969.653.000Neu+100,0%
STIFEL FINANCIAL CORP11.309.160011.309.160899.640.147Neu+100,0%
Savant Capital, LLC18.165.311018.165.311876.249.393Neu+100,0%
ASSETMARK, INC14.425.83913.469.372956.467870.946.138Aufgestockt+7,1%
TRUIST FINANCIAL CORP11.000.58314.333.415-3.332.832802.549.857Reduziert-23,3%
COMMONWEALTH EQUITY SERVICES, LLC10.784.97310.406.076378.897797.286.844Aufgestockt+3,6%
HighTower Advisors, LLC13.207.643013.207.643788.444.619Neu+100,0%
Harel Insurance Investments & Financial Services Ltd.12.537.36312.152.080385.283787.845.000Aufgestockt+3,2%
Tidal Investments LLC8.985.85708.985.857766.665.988Neu+100,0%
Focus Partners Wealth8.944.80408.944.804759.650.269Neu+100,0%
VANGUARD CAPITAL MANAGEMENT LLC15.786.437015.786.437758.538.298Neu+100,0%
Empower Advisory Group, LLC10.327.679010.327.679746.224.667Neu+100,0%
Beacon Capital Management, Inc.3.628.54003.628.540737.324.403Neu+100,0%
STATE STREET CORP20.675.720020.675.720718.408.821Neu+100,0%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND10.212.600010.212.600717.675.952Neu+100,0%
MENORA MIVTACHIM HOLDINGS LTD.8.533.62208.533.622712.801.884Neu+100,0%
TUDOR INVESTMENT CORP ET AL9.665.28809.665.288690.532.425Neu+100,0%
Verition Fund Management LLC8.325.28008.325.280670.101.252Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
Cambridge Investment Research Advisors, Inc.21.612.18910.334.043+109,1%1.433.435.0005,11–17 Q
ASSETMARK, INC14.425.83913.469.372+7,1%870.946.1383,11100 %17 Q
TRUIST FINANCIAL CORP11.000.58314.333.415-23,3%802.549.8572,8612 %17 Q
COMMONWEALTH EQUITY SERVICES, LLC10.784.97310.406.076+3,6%797.286.8442,84–17 Q
Harel Insurance Investments & Financial Services Ltd.12.537.36312.152.080+3,2%787.845.0002,81100 %17 Q
MEITAV INVESTMENT HOUSE LTD7.186.0306.515.783+10,3%571.678.1442,04–17 Q
Kestra Advisory Services, LLC4.579.5524.370.561+4,8%326.866.9741,17–17 Q
Private Advisor Group, LLC4.482.0134.878.945-8,1%308.100.7411,100 %17 Q
RiverFront Investment Group, LLC4.105.1182.985.217+37,5%288.449.1341,03100 %17 Q
Arizona PSPRS Trust6.470.5668.460.071-23,5%260.699.1040,93100 %9 Q
Mirae Asset Global Investments Co., Ltd.4.474.3794.284.471+4,4%257.977.0470,92100 %17 Q
Howard Capital Management, LLC2.278.82710.415+21780,2%250.024.0110,89100 %13 Q
Envestnet Portfolio Solutions, Inc.5.159.2675.326.864-3,1%248.675.1260,89100 %12 Q
WestEnd Advisors, LLC2.230.7715.667.537-60,6%238.281.9130,85100 %17 Q
AXXCESS WEALTH MANAGEMENT, LLC3.415.4151.390.731+145,6%223.877.7470,800 %17 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3.684.3173.586.685+2,7%216.797.1630,774 %17 Q
Moss Adams Wealth Advisors LLC2.393.1752.387.968+0,2%169.465.4560,6089 %15 Q
Farther Finance Advisors, LLC2.814.1012.639.917+6,6%163.032.1780,580 %15 Q
Merit Financial Group, LLC2.205.6852.018.568+9,3%141.231.6260,500 %17 Q
EXCHANGE TRADED CONCEPTS, LLC1.160.425258.052+349,7%141.035.4080,5052 %17 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.2.089450,627.721
31.03.2026✓4.0323.606,6224.248
31.12.2025✓4.0363.566,6223.399
30.09.2025✓3.8174.046,9253.154
30.06.2025✓3.7503.464,5201.779
31.03.2025✓3.6393.355,9183.191

Top 10 Neueinsteiger

FondsAnteileWert (USD)
VANGUARD ADVISERS INC54.010.5232.595.259.271
Vanguard Global Advisers, LLC20.417.003981.036.994
VANGUARD CAPITAL MANAGEMENT LLC15.786.437758.538.298
NATIXIS3.145.624269.079.343
Investure, LLC3.287.302226.527.981
CIBC Bancorp USA Inc.4.141.993213.700.937
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC3.635.307177.648.958
OMERS ADMINISTRATION Corp1.837.549154.554.519
Nearwater Capital Markets, Ltd1.838.400154.301.520
SPX Gestao de Recursos Ltda1.466.111120.191.780

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
JPMORGAN CHASE & CO769.457.78154.385.195+7.6 %46.503.603.313
GOLDMAN SACHS GROUP INC68.997.92317.180.489+33.2 %4.748.598.360
ENVESTNET ASSET MANAGEMENT INC100.562.88610.867.663+12.1 %5.811.094.516
Savant Capital, LLC18.165.3118.459.012+87.1 %876.249.393
MORGAN STANLEY165.616.7738.295.684+5.3 %10.981.375.676
Oasis Advisors, LLC6.737.3376.613.690+5348.8 %9.448.308
BANK OF MONTREAL /CAN/53.734.4906.559.982+13.9 %3.777.724.304
FMR LLC7.884.8435.274.147+202.0 %397.834.058
GLOBALT Investments LLC / GA10.662.4764.918.479+85.6 %341.908.379
Kestra Investment Management, LLC4.878.1803.383.330+226.3 %241.804.778

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
SAGESPRING WEALTH PARTNERS, LLC15.676-28.615.703-99.9 %1.529.329
BANK OF AMERICA CORP /DE/397.696.812-24.582.817-5.8 %28.049.887.804
FIRST TRUST ADVISORS LP1.402.076-16.743.488-92.3 %90.418.626
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND10.212.600-15.487.841-60.3 %717.675.952
CITIGROUP INC25.011.822-12.979.306-34.2 %1.706.608.575
Richard Bernstein Advisors LLC349.939-8.146.713-95.9 %37.833.925
BNP PARIBAS FINANCIAL MARKETS12.725.460-7.365.541-36.7 %938.773.616
BARCLAYS PLC10.286.870-6.666.910-39.3 %886.851.990
Envestnet Portfolio Solutions, Inc.5.326.864-6.429.817-54.7 %249.974.359
CITADEL ADVISORS LLC4.650.179-4.799.131-50.8 %338.970.616

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