James Investment Research Inc Purchases in Q1 2025

James Investment Research Inc

  • $765 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
1.13K
+ 10.61%
$40.81 - $45.34 $45.9K - $51K
11.7K $512K
AVDV
American Centy ETF Tr Avantis

ETFs
661
+ 18.64%
$63.74 - $71.96 $42.1K - $47.6K
4.21K $293K
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.13K
+ 11.02%
$43.53 - $45.42 $49.3K - $51.4K
11.4K $515K
CSCO
Cisco Systems, Inc.

Technology
225
+ 1.24%
$58.74 - $64.87 $13.2K - $14.6K
18.4K $1.14M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.92K
+ 20.76%
$25.58 - $29.24 $74.6K - $85.3K
17K $444K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.17K
+ 14.39%
$42.36 - $43.8 $49.5K - $51.2K
9.28K $403K
VCIT
Vanguard Intermediate Term Cor

ETFs
150
+ 0.56%
$79.17 - $82.04 $11.9K - $12.3K
26.9K $2.2M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2K
+ 8.29%
$25.05 - $25.16 $50.1K - $50.3K
26.1K $656K
FNDF
Schwab Fundamental Intl Large

ETFs
281
+ 2.02%
$32.9 - $37.45 $9.24K - $10.5K
14.2K $512K
SCHW
Schwab Charles Corp

Financial Services
279
+ 5.41%
$71.24 - $83.64 $19.9K - $23.3K
5.43K $425K
XLP
Consumer Staples Sector Spdr

ETFs
516
+ 12.2%
N/A
4.75K $360K
TJX
Tjx Companies Inc

Consumer Cyclical
138
+ 0.68%
$112.81 - $126.16 $15.6K - $17.4K
20.3K $2.47M
PATK
Patrick Industries Inc

Consumer Cyclical
125
+ 0.8%
$82.13 - $97.92 $10.3K - $12.2K
15.7K $1.32M
SPSB
Spdr Portfolio Short Term Corp

ETFs
700
+ 1.37%
$29.82 - $30.1 $20.9K - $21.1K
51.8K $1.56M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
370
+ 0.8%
$47.33 - $47.92 $17.5K - $17.7K
46.7K $2.22M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
1.28K
+ 4.61%
$23.58 - $24.02 $30.2K - $30.7K
29.1K $685K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
110
+ 1.93%
$76.94 - $78.28 $8.46K - $8.61K
5.81K $454K
EOSE
Eos Energy Enterprises, Inc.

Industrials
16.5K
+ 38.97%
$3.78 - $6.08 $62.5K - $101K
59K $222K
Core Natural Resources Inc
3.45K
New
N/A
3.45K $0
Linde PLC
820
+ 8.01%
N/A
11.1K $0
Fidelity Covington Trust
2.88K
+ 19.57%
N/A
17.6K $0
Global X Fds
34.9K
+ 276.43%
N/A
47.5K $0
LPG
Dorian Lpg Ltd.

Energy
361
+ 3.49%
$19.88 - $27.03 $7.18K - $9.76K
10.7K $239K
DIS
Walt Disney CO

Communication Services
66
+ 1.08%
$96.87 - $114.0 $6.39K - $7.52K
6.17K $609K
DLR
Digital Realty Trust, Inc.

Real Estate
54
+ 1.22%
$142.1 - $183.56 $7.67K - $9.91K
4.47K $640K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
907
+ 1.84%
$40.15 - $47.73 $36.4K - $43.3K
50.3K $2.05M
RF
Regions Financial Corp

Financial Services
2.34K
+ 1.57%
$20.84 - $24.77 $48.8K - $58.1K
152K $3.3M
IWM
Ishares Russell 2000 ETF

ETFs
168
+ 0.48%
$198.1 - $229.79 $33.3K - $38.6K
35.2K $7.03M
AMZN
Amazon Com Inc

Consumer Cyclical
1.28K
+ 1.92%
$190.26 - $242.06 $244K - $310K
67.9K $12.9M
Activity Summary
Buys All Purchases 80 New Holdings 19 Increased Positions 61 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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