Jim Jordan: Stock Portfolio, Performance and Latest Trades
U.S. Representative, OH-4
R Republican
Trades disclosed1
Bought / sold0 / 1
Est. volume$75K
Typical delay79 days
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Jim Jordan's estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
VOOVanguard S&P 500 ETF | 26.4% | $621.74 | +14.9% | $714.34 |
AAPLApple Inc. | 7.02% | $271.12 | +24.2% | $336.67 |
QQQMInvesco NASDAQ 100 ETF | 7.00% | $252.02 | +23.8% | $311.94 |
PRKPark National Corporation | 6.66% | $149.41 | +17.9% | $176.13 |
CGDVCapital Group Dividend Value ETF | 6.45% | $43.39 | +14.1% | $49.51 |
IWMiShares Russell 2000 Index Fund | 6.42% | $244.50 | +13.6% | $277.70 |
MFSIMFS Active International ETF | 6.07% | $30.44 | +7.3% | $32.67 |
CGBLCapital Group Core Balanced ETF | 6.02% | $34.85 | +6.5% | $37.12 |
TCHPT. Rowe Price Blue Chip Growth ETF | 5.99% | $49.86 | +5.9% | $52.80 |
WMTWalmart Inc. | 5.52% | $110.70 | −2.3% | $108.16 |
BNDVanguard Total Bond Market ETF | 5.51% | $71.86 | −2.6% | $70.00 |
HTRBHartford Total Return Bond ETF | 5.48% | $33.06 | −3.0% | $32.05 |
PTRQXPGIM Total Return Bond Fund Class R6 | 5.47% | $11.80 | −3.2% | $11.43 |
Jim Jordan's buys and sells
Oct 27, 2025 to Oct 27, 2025, 1 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
CBSISpouseCentral Bancshares, Inc. New | Sold | $50K–$100K | Oct 27, 2025 | Jan 14, 202679 days later · late |
Jim Jordan's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Other | 81% |
| Technology | 7.0% |
| Financials | 6.7% |
| Consumer Staples | 5.5% |
Portfolio performance: Jim Jordan vs. benchmarks
Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Jan 16, 2026.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +2.0% | — |
| S&P 500 | +13.2% | — |
| Nasdaq-100 | +22.4% | — |
Jim Jordan's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
CBSICentral Bancshares, Inc. New | 0 | 1 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.