
Jefferson Shreve
636 disclosed transactions · May 8, 2015 – May 20, 2026
$86.0M – $389.9M
Traded, all time
636 transactions · turnover, not holdings
—
Portfolio vs S&P 500
portfolio not priceable
0%
Household trades
spouse, joint or child
0.3%
Filed late
avg 44 days to disclose
Committees
- Appropriations
- Commerce, Justice, Science, and Related Agencies
- Homeland Security
- Transportation, Housing and Urban Development, and Related Agencies
What they hold
What they trade
Most traded
Transactions
17 · last 12 months| Asset | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
— JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 | Buy | $5.0M – $25.0M | May 20, 2026 | Jun 6, 2026 |
— Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 | Buy | $1.0M – $5.0M | May 20, 2026 | Jun 6, 2026 |
— Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Buy | $1.0M – $5.0M | Feb 17, 2026 | Mar 14, 2026 |
— Prudential RILA - 10% Buffer 3-year S&P 500 Index | Buy | $1.0M – $5.0M | Feb 17, 2026 | Mar 14, 2026 |
— Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Buy | $1.0M – $5.0M | Feb 17, 2026 | Mar 14, 2026 |
— Brighthouse Buffered Annuity Russell 2000 Cap Rate | Sell | $5.0M – $25.0M | Feb 9, 2026 | Mar 14, 2026 |
— Brighthouse Buffered Annuity S&P 500 Trigger Rate | Sell | $5.0M – $25.0M | Feb 9, 2026 | Mar 14, 2026 |
— JP Morgan 3-year auto callable buffer note | Buy | $5.0M – $25.0M | Dec 30, 2025 | Jan 2, 2026 |
— JP Morgan 3-year one-time callable barrier note | Buy | $5.0M – $25.0M | Dec 30, 2025 | Jan 2, 2026 |
— JP Morgan 3-year auto callable buffer note | Buy | $5.0M – $25.0M | Dec 30, 2025 | Jan 1, 2026 |
— Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Buy | $5.0M – $25.0M | Dec 29, 2025 | Jan 1, 2026 |
— JP Morgan 3-year auto callable buffer note | Buy | $5.0M – $25.0M | Dec 30, 2025 | Dec 31, 2025 |
— Prudential RILA - 10% Buffer 3-year S&P 500 Index | Buy | $5.0M – $25.0M | Dec 29, 2025 | Dec 31, 2025 |
— JP Morgan 3-year auto callable buffer note | Buy | $5.0M – $25.0M | Dec 30, 2025 | Dec 30, 2025 |
— Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Buy | $5.0M – $25.0M | Dec 29, 2025 | Dec 30, 2025 |
— Bank of Montreal 13-Month Digital Buffer Note | Buy | $5.0M – $25.0M | Nov 13, 2025 | Dec 14, 2025 |
— JP Morgan 5 year Barrier Note INDU/NDX/RTY | Buy | $5.0M – $25.0M | Nov 13, 2025 | Dec 14, 2025 |