Jennifer Granholm
DEMHypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| IJH | Buy | iShares Core S&P Mid | Nov 26, 2024 |
| BOND | Sell | Vanguard Short | Sep 20, 2024 |
| JVAL | Sell | JPMorgan US Value Factor ETF | Sep 20, 2024 |
| RSP | Buy | Invesco S&P 500 Equal Weight | Apr 24, 2024 |
| RSP | Buy | Invesco S&P 500 Equal Weight | Jan 19, 2024 |
| TTWO | Sell | Take | Jan 16, 2024 |
| JNRFX | Sell | Janus Henderson Research Fun | Jan 11, 2024 |
| JNOSX | Sell | Janus Henderson Overseas Fun | Jan 11, 2024 |
| RSP | Buy | Invesco S&P 500 Equal Weight | Jan 5, 2024 |
| IJH | Sell | iShares Core S&P Mid | Dec 22, 2023 |
Jennifer Granholm serves in the US Executive Branch as Secretary of Energy, affiliated with the Democratic Party. Disclosed Capitol tracks 63 disclosed transactions from Jennifer Granholm, filed in OGE Form 278 financial disclosures. The portfolio compounds at 6.8% annualized — 0.4% below the S&P 500 benchmark over the same period, with a 69% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Jennifer Granholm (Secretary of Energy) has disclosed 63 trades under the STOCK Act; portfolio CAGR of 6.8% (-0.4% vs. the S&P 500); top tickers traded: N/A, JVAL, TREAS.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, JVAL, TREAS. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 6.8% CAGR, -0.4% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Jennifer Granholm's disclosed stock portfolio is valued at approximately $154K across 3 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on Jennifer Granholm's total net worth, not a complete measure of it.