Hypothetical $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 |
|---|---|---|---|
| BOND | Buy | JP Morgan 3 | May 20, 2026 |
| BOND | Buy | Morgan Stanley 37 | May 20, 2026 |
| OTHER | Buy | Prudential RILA | Feb 17, 2026 |
| OTHER | Sell | Brighthouse Buffered Annuity | Feb 9, 2026 |
| JPM | Buy | JP Morgan 3 | Dec 30, 2025 |
| JPM | Buy | JP Morgan 3 | Dec 30, 2025 |
| OTHER | Buy | Prudential RLLA | Dec 30, 2025 |
| JPM | Buy | JP Morgan 3 | Dec 30, 2025 |
| FUND | Buy | Fmix Sicavs: New Standups Or | Dec 30, 2025 |
| OTHER | Buy | Prudential RULA | Dec 30, 2025 |
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.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, JPM, CMCSA. Sector allocation and portfolio weighting appear in the Holdings panel.
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 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.