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Jefferson Shreve

Jefferson Shreve

REP
House · IN
Data as of 7:24 AM UTC
CAGR
+4.9%
Trades
576
Win Rate
56%
Sharpe
3.39
Beta
-1.65
Max DD
(84.5%)
CAGR
+4.9%
Trades
576
Win Rate
56%
Sharpe
3.39
Beta
-1.65
Max DD
(84.5%)

Jefferson Shreve portfolio vs S&P 500

Hypothetical $10,000 invested at their first disclosed trade date. · log scale

Loading portfolio history...

Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.

TickerActionDescriptionAmountTradedFiledShare
BONDBuyJP Morgan 3$5.0M - $25MMay 20, 2026Jun 6, 2026
BONDBuyMorgan Stanley 37$1.0M - $5MMay 20, 2026Jun 6, 2026
OTHERBuyPrudential RILA$1.0M - $5MFeb 17, 2026Mar 14, 2026
OTHERSellBrighthouse Buffered Annuity$5.0M - $25MFeb 9, 2026Mar 14, 2026
JPMBuyJP Morgan 3$5.0M - $25MDec 30, 2025Dec 30, 2025
JPMBuyJP Morgan 3$50K - $100KDec 30, 2025Dec 30, 2025
OTHERBuyPrudential RLLA$50K - $100KDec 30, 2025Dec 30, 2025
JPMBuyJP Morgan 3$5.0M - $25MDec 30, 2025Dec 31, 2025
FUNDBuyFmix Sicavs: New Standups Or$5.0M - $25MDec 30, 2025Dec 31, 2025
OTHERBuyPrudential RULA$5.0M - $25MDec 30, 2025Dec 31, 2025
100 trades
…

Jefferson Shreve (R-IN) Stock Trades & Portfolio

Jefferson Shreve is a United States Representative from IN affiliated with the Republican Party, serving in the US House of Representatives. Disclosed Capitol tracks 576 disclosed stock trades from Jefferson Shreve, filed under the STOCK Act. The portfolio compounds at 4.9% annualized — 3.2% below the S&P 500 benchmark over the same period, with a 44% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Jefferson Shreve (R-IN) has disclosed 576 trades under the STOCK Act; portfolio CAGR of 4.9% (-3.2% vs. the S&P 500); top tickers traded: N/A, JPM, CMCSA.

Jefferson Shreve's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: N/A, JPM, CMCSA. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 4.9% CAGR, -3.2% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Jefferson Shreve's disclosed portfolio value & net worth

Jefferson Shreve's disclosed stock portfolio is valued at approximately $55.8M across 83 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 Jefferson Shreve's total net worth, not a complete measure of it.