JAMES INVESTMENT RESEARCH, INC.
All 13F Filings
- Location
- Alpha, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 915,754
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 361 | 915,754 | 13F-HR | JAMES INVESTMENT RESEARCH, INC. |
| Q3 2025 | 10/31/2025 | 356 | 914,862 | 13F-HR | JAMES INVESTMENT RESEARCH, INC. |
| Q2 2025 | 8/1/2025 | 338 | 841,034 | 13F-HR | JAMES INVESTMENT RESEARCH, INC. |
| Q2 2014 | 7/22/2014 | 507 | 3,144,009 | 13F-HR | JAMES INVESTMENT RESEARCH INC |
| Q1 2014 | 4/24/2014 | 508 | 3,125,427 | 13F-HR | JAMES INVESTMENT RESEARCH INC |
| Q4 2013 | 1/23/2014 | 532 | 3,183,899 | 13F-HR | JAMES INVESTMENT RESEARCH INC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 775.4 K | 84.9% | 0 | 2.126 K | -2.126 K |
| ETFs | 109.5 K | 12.0% | 0 | 420 | -420 |
| Debt | 27.91 K | 3.1% | 3.266 K | 0 | 3.266 K |
| Other | 731 | 0.1% | 411 | 0 | 411 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
915,754
Holdings
361
QoQ value change ($000)
892
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.