Jefferson Shreve portfolio

Jefferson Shreve has represented IN's 6th district in the House since 2025. Committee seats: Appropriations. Jefferson Shreve has disclosed 636 trades (207 purchases, 427 sales); the latest was on May 20, 2026. Over the past year the disclosed stock holdings returned +10.3%, against +11.9% for the S&P 500.

RRepublicanParty

Member of HouseRepresents IN

$177.0MEst. portfolio value

5 months agoLast trade

+10.3%1Y return, from filings

1M return-0.0%S&P 500 +0.7% · 32 positions

3M return+9.5%S&P 500 +3.7% · 32 positions

YTD return+14.8%S&P 500 +12.8% · 32 positions

1Y return+10.3%S&P 500 +11.9% · 32 positions

3Y return+32.0%S&P 500 +85.1% · 149 positionsOn their trade dates: +25.8%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

HouseAppropriations

Est. value $177.0M across 9 bonds, options, funds and private holdings, at reported cost

Other estimated holdings of Jefferson Shreve
Investment	Type	Est. holding value	Last transaction	Total bought	Trades
—JP Morgan 3-year auto callable buffer note	Corporate Bond	$60.0M	Dec 30, 2025Purchase	$20M–100M4 purchases	4
—Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index	Other	$18.0M	Feb 17, 2026Purchase	$6M–30M2 purchases	2
—Prudential RILA - 10% Buffer 3-year S&P 500 Index	Other	$18.0M	Feb 17, 2026Purchase	$6M–30M2 purchases	2
—Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate	Other	$18.0M	Feb 17, 2026Purchase	$6M–30M2 purchases	2
—JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026	Corporate Bond	$15.0M	May 20, 2026Purchase	$5M–25M1 purchase	1
—JP Morgan 3-year one-time callable barrier note	Corporate Bond	$15.0M	Dec 30, 2025Purchase	$5M–25M1 purchase	1
—JP Morgan 5 year Barrier Note INDU/NDX/RTY	Corporate Bond	$15.0M	Nov 13, 2025Purchase	$5M–25M1 purchase	1
—Bank of Montreal 13-Month Digital Buffer Note	Corporate Bond	$15.0M	Nov 13, 2025Purchase	$5M–25M1 purchase	1
—Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026	Corporate Bond	$3.0M	May 20, 2026Purchase	$1M–5M1 purchase	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.