Jimmy Panetta
U.S. Representative, California district 19 (CA19)
Latest disclosure August 13, 2026: Annual report (FD Original) for 2025, filing 10074944.
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 10074944.
As of August 13, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| JNRFX | Janus IRA ⇒ Janus Henderson Research Fund - D Shares (JNRFX) MF | Spouse | $100,001 - $250,000 | p. 2 |
| CFNAX | Citigroup Global Markets, Inc. 529 Plan ⇒ Fundamental Investors, Class 529-A Shares (CFNAX) MF | Dependent child | $15,001 - $50,000 | p. 2 |
| JNGLX | Janus IRA ⇒ Janus Henderson Global Life Sciences Fund - D Shares (JNGLX) MF | Spouse | $15,001 - $50,000 | p. 2 |
| JANRX | Janus IRA ⇒ Janus Henderson Global Select Fund - D Shares (JANRX) MF | Spouse | $15,001 - $50,000 | p. 2 |
| CLBCX | Morgan Stanley 529, DC2, account 1 ⇒ American Balanced Fund, Class 529-C Shares (CLBCX) MF | Dependent child | $15,001 - $50,000 | p. 3 |
| CIRAX | Citigroup Global Markets, Inc. 529 Plan ⇒ Capital Income Builder Class 529-A Shares (CIRAX) MF | Dependent child | $1,001 - $15,000 | p. 1 |
| CWIAX | Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Growth and Income Fund Class 529-A Shares (CWIAX) MF | Dependent child | $1,001 - $15,000 | p. 1 |
| CEUAX | Citigroup Global Markets, Inc. 529 Plan ⇒ EuroPacific Growth Fund, Class 529-A Shares (CEUAX) MF | Dependent child | $1,001 - $15,000 | p. 1 |
| CNWAX | Citigroup Global Markets, Inc. 529 Plan ⇒ New World Fund, Inc., Class 529-A Shares (CNWAX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| CSPAX | Citigroup Global Markets, Inc. 529 Plan ⇒ SMALLCAP World Fund, Inc., Class 529-A Shares (CSPAX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| CFAAX | Citigroup Global Markets, Inc. 529 Plan ⇒ The Bond Fund of America, Class 529-A Shares (CFAAX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| CGFAX | Citigroup Global Markets, Inc. 529 Plan ⇒ The Growth Fund of America Class 529-A Shares (CGFAX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| CIMAX | Citigroup Global Markets, Inc. 529 Plan ⇒ The Income Fund of America, Class 529-A Shares (CIMAX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| CICAX | Citigroup Global Markets, Inc. 529 Plan ⇒ The Investment Company of America, Class 529-A Shares (CICAX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| CIRAX | Morgan Stanley 529, DC1, account 1 ⇒ Capital Income Builder Class 529-A Shares (CIRAX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| CWIAX | Morgan Stanley 529, DC1, account 1 ⇒ Capital World Growth and Income Fund Class 529-A Shares (CWIAX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| CEUAX | Morgan Stanley 529, DC1, account 1 ⇒ EuroPacific Growth Fund, Class 529-A Shares (CEUAX) MF | Dependent child | $1,001 - $15,000 | p. 2 |
| CFNAX | Morgan Stanley 529, DC1, account 1 ⇒ Fundamental Investors, Class 529-A Shares (CFNAX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| CSPAX | Morgan Stanley 529, DC1, account 1 ⇒ SMALLCAP World Fund, Inc., Class 529-A Shares (CSPAX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| CFAAX | Morgan Stanley 529, DC1, account 1 ⇒ The Bond Fund of America, Class 529-A Shares (CFAAX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| CGFAX | Morgan Stanley 529, DC1, account 1 ⇒ The Growth Fund of America Class 529-A Shares (CGFAX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| CIMAX | Morgan Stanley 529, DC1, account 1 ⇒ The Income Fund of America, Class 529-A Shares (CIMAX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| CICAX | Morgan Stanley 529, DC1, account 1 ⇒ The Investment Company of America, Class 529-A Shares (CICAX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| CLBCX | Morgan Stanley 529, DC1, account 2 ⇒ American Balanced Fund, Class 529-C Shares (CLBCX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
| CGPCX | Morgan Stanley 529, DC2, account 1 ⇒ American Funds Growth Portfolio Class 529-C (CGPCX) MF | Dependent child | $1,001 - $15,000 | p. 3 |
1 other asset 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.
4 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.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- August 13, 2026 Annual report (FD Original) (2025), filing 10074944 itemised above
- April 1, 2026 Extension request (2025), filing 30026811
- May 13, 2025 Annual report (FD Original) (2024), filing 10066174
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