Congress Holdings

All members

Jim Jordan

U.S. Representative, Ohio district 4 (OH04)

Latest disclosure May 11, 2026: Annual report (FD Original) for 2025, filing 10076961.

Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.

Holdings

From Annual report (FD Original) for 2025, filing 10076961.

As of May 11, 2026, the date it was filed.

Source Original filing (PDF, House Clerk)

Sorted by the lower bound of the disclosed value band, largest band first.

TickerAssetOwnerValue bandSource
VOO Inherited IRA ⇒ Vanguard S&P 500 ETF (VOO) EF Spouse $15,001 - $50,000 p. 2
AAPL Inherited IRA ⇒ Apple Inc. - Common Stock (AAPL) ST Spouse $1,001 - $15,000 p. 2
CGBL Inherited IRA ⇒ Capital Group Core Balanced ETF (CGBL) EF Spouse $1,001 - $15,000 p. 2
CGDV Inherited IRA ⇒ Capital Group Dividend Value ETF (CGDV) EF Spouse $1,001 - $15,000 p. 2
HTRB Inherited IRA ⇒ Hartford Total Return Bond ETF (HTRB) EF Spouse $1,001 - $15,000 p. 2
QQQM Inherited IRA ⇒ Invesco NASDAQ 100 ETF (QQQM) EF Spouse $1,001 - $15,000 p. 2
IWM Inherited IRA ⇒ iShares Russell 2000 Index Fund (IWM) EF Spouse $1,001 - $15,000 p. 2
MFSI Inherited IRA ⇒ MFS Active International ETF (MFSI) EF Spouse $1,001 - $15,000 p. 2
PRK Inherited IRA ⇒ Park National Corporation Common Stock (PRK) ST Spouse $1,001 - $15,000 p. 2
PTRQX Inherited IRA ⇒ PGIM Total Return Bond Fund Class R6 (PTRQX) MF Spouse $1,001 - $15,000 p. 2
TCHP Inherited IRA ⇒ T. Rowe Price Blue Chip Growth ETF (TCHP) EF Spouse $1,001 - $15,000 p. 2
BND Inherited IRA ⇒ Vanguard Total Bond Market ETF (BND) EF Spouse $1,001 - $15,000 p. 3
WMT Inherited IRA ⇒ Walmart Inc. - Common Stock (WMT) ST Spouse $1,001 - $15,000 p. 3
CBSI Central Bancshares, Inc. New (CBSI) ST Spouse None p. 1

5 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.

5 row(s) on this report give no value band (for example “Undetermined”) and are left out.

Transactions

Every row on this member's periodic transaction reports filed in 2025 and 2026.

Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.

TickerAssetOwnerTypeTransaction dateAmount bandFiled
CBSI Central Bancshares, Inc. New (CBSI) ST Spouse S October 27, 2025 $50,001 - $100,000 January 14, 2026
filing 20033803, p. 1

Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.

Filings on record

Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.

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