Jimmy Panetta
Jimmy Panetta (CA-20) disclosed a net worth range between -$770K and $350K in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Disclosed net worth band, 2021 to 2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-08-13 | -$770K – $350K |
| 2024 | 2025-05-13 | -$854K – $167K |
| 2023 | 2024-08-10 | -$804K – $267K |
| 2022 | 2023-08-13 | -$833K – $232K |
| 2021 | 2023-08-13 | -$1.8M – -$270K |
Recent stock trades
No stock trade has been disclosed for this member, so there is no reconstructed portfolio and no performance estimate. Periodic transaction reports cover securities trades only — the assets above are the member's full disclosed holdings.
Assets and liabilities
Disclosed assets
The assets Jimmy Panetta itemised in their 2025 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Janus IRA ⇒ Janus Henderson Research Fund - D Shares (JNRFX) | MF |
Tax-Deferred
|
$100K - $250K |
| Bank of America | BA | — | $50K - $100K |
| Citigroup Global Markets, Inc. 529 Plan ⇒ Fundamental Investors, Class 529-A Shares (CFNAX) | MF |
Tax-Deferred
|
$15K - $50K |
| Janus IRA ⇒ Janus Henderson Global Life Sciences Fund - D Shares (JNGLX) | MF |
Tax-Deferred
|
$15K - $50K |
| Janus IRA ⇒ Janus Henderson Global Select Fund - D Shares (JANRX) | MF |
Tax-Deferred
|
$15K - $50K |
| Morgan Stanley 529, DC2, account 1 ⇒ American Balanced Fund, Class 529-C Shares (CLBCX) | MF |
Tax-Deferred
|
$15K - $50K |
| Citigroup Global Markets, Inc. 529 Plan ⇒ Capital Income Builder Class 529-A Shares (CIRAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Citigroup Global Markets, Inc. 529 Plan ⇒ Capital World Growth and Income Fund Class 529-A Shares (CWIAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Citigroup Global Markets, Inc. 529 Plan ⇒ EuroPacific Growth Fund, Class 529-A Shares (CEUAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Citigroup Global Markets, Inc. 529 Plan ⇒ New World Fund, Inc., Class 529-A Shares (CNWAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Citigroup Global Markets, Inc. 529 Plan ⇒ SMALLCAP World Fund, Inc., Class 529-A Shares (CSPAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Citigroup Global Markets, Inc. 529 Plan ⇒ The Bond Fund of America, Class 529-A Shares (CFAAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Citigroup Global Markets, Inc. 529 Plan ⇒ The Growth Fund of America Class 529-A Shares (CGFAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Citigroup Global Markets, Inc. 529 Plan ⇒ The Income Fund of America, Class 529-A Shares (CIMAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Citigroup Global Markets, Inc. 529 Plan ⇒ The Investment Company of America, Class 529-A Shares (CICAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley 529, DC1, account 1 ⇒ Capital Income Builder Class 529-A Shares (CIRAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley 529, DC1, account 1 ⇒ Capital World Growth and Income Fund Class 529-A Shares (CWIAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley 529, DC1, account 1 ⇒ EuroPacific Growth Fund, Class 529-A Shares (CEUAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley 529, DC1, account 1 ⇒ Fundamental Investors, Class 529-A Shares (CFNAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley 529, DC1, account 1 ⇒ SMALLCAP World Fund, Inc., Class 529-A Shares (CSPAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley 529, DC1, account 1 ⇒ The Bond Fund of America, Class 529-A Shares (CFAAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley 529, DC1, account 1 ⇒ The Growth Fund of America Class 529-A Shares (CGFAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley 529, DC1, account 1 ⇒ The Income Fund of America, Class 529-A Shares (CIMAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley 529, DC1, account 1 ⇒ The Investment Company of America, Class 529-A Shares (CICAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley 529, DC1, account 2 ⇒ American Balanced Fund, Class 529-C Shares (CLBCX) | MF |
Tax-Deferred
|
$1K - $15K |
| Morgan Stanley 529, DC2, account 1 ⇒ American Funds Growth Portfolio Class 529-C (CGPCX) | MF |
Tax-Deferred
|
$1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Mortgage on personal residence (Wells Fargo) | $500K - $1M |