Jefferson Shreve

Jefferson Shreve

R· IN-6House· last trade 4 mo ago
$325K
est. portfolio worth
634
disclosed trades
207 / 425
buys / sells
2015
on the record since
Jefferson's best calls
$AMD+371%
+371% since they disclosed buying it
Disclosed buying · Apr 10, 2025$620.54$45.93
Apr 10, 2025Dec 29, 2025Sep 17, 2026

Priced from the close on the day the buy was disclosed, the way a mirror would fill. The whole record, winners and losers, is below. See every call

Mirror Jefferson's portfolio

Your slice adopts the positions below in Jefferson's proportions and follows every new filing — $9.99/mo, unlimited portfolios.

Jefferson's best call
AMD+371%
since they disclosed it
What Jefferson's up
$843K
est. paper gain on $8.6M of disclosed buys
Positions in the green
6 / 10
up since the day they filed

Every trade is counted from the close on the day it was disclosed, sized to the disclosed proportions, at real prices. Estimates from disclosed ranges; past trades don't guarantee future results.

What Jefferson has been doing

Bought before the pop
  • COINbought May 8, 2025+82%in 49d
  • APPbought Apr 7, 2025+80%in 60d
  • ORCLbought May 8, 2025+58%in 56d

Files a new report about every 44 days. Busiest month: May 2025, 292 trades. “Since” is the price move from the disclosure day to today; a pop is the stock's best close within 60 days of the buy, against the close the day they bought. Neither is what they made.

What Jefferson holds

10 positions · net of disclosed trades since May 8, 2015
TickerEst. positionSince disclosed
GE
GE Aerospace Common Stock
$43K+26.8%
EXPO
Exponent, Inc. - Common Stock
$33K−16.9%
XOM
Exxon Mobil Corporation Common Stock
$33K+48.7%
HIW
Highwoods Properties, Inc. Common Stock
$33K+15.2%
LOW
Lowe's Companies, Inc. Common Stock
$33K−17.4%
MCD
McDonald's Corporation Common Stock
$33K−20.4%
AMGN
Amgen Inc. - Common Stock
$33K+29.8%
VRTX
Vertex Pharmaceuticals Incorporated - Common Stock
$33K+3.3%
ORCL
Oracle Corporation Common Stock
$33K−17.3%
CBOE
Cboe Global Markets, Inc.
$23K+24.4%

Position sizes are netted from Jefferson's disclosed ranges — Congress reports ranges, not share counts. "Since disclosed" is the price change from the filing day to today.

What Jefferson sold

249 stocks sold out of
  • MSFTMicrosoft Corporation - Common Stock$1.2M
  • NVDANVIDIA Corporation - Common Stock$1.0M
  • AAPLApple Inc. - Common Stock$925K
  • METAMeta Platforms, Inc. - Class A Common Stock$383K
  • AMZNAmazon.com, Inc. - Common Stock$375K
  • BLKBlackRock, Inc. Common Stock$225K
  • INTUIntuit Inc. - Common Stock$208K
  • JPMJP Morgan Chase & Co. Common Stock$208K
  • and 241 more in the record below

Sale amounts are the midpoints of the disclosed ranges. A stock sold without a disclosed purchase behind it was held before Jefferson started filing, or was sold on taking office.

Beyond stocks

$208.1M disclosed without a ticker
  • Structured notes14 trades+$144.0M−$30.0M
  • Bonds26 trades+$33.0M−$580K
  • Other assets25 trades−$488K

Congress discloses more than stocks. Bonds, notes, private funds and the like have no public price and cannot be mirrored, so they sit outside the estimated stock portfolio above. Green is bought, red is sold, both from the disclosed ranges.

The full record

634 disclosed trades since May 8, 2015 · nothing left out
Buys, price since disclosure
123 up · 67 down
10 not priceable
Sells, price since disclosure
123 fell · 246 rose
a fall after a sale is the seller's gain on paper
Median move after a buy
+14.9%
close on the disclosure day to today
  • Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026
    bonds
    Buy$1.0M–$5M
    May 20, 2026 Jun 6, 2026(17d)
  • JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026
    structured notes
    Buy$5.0M–$25M
    May 20, 2026 Jun 6, 2026(17d)
  • Prudential RILA - 10% Buffer 3-year S&P 500 Index
    structured notes
    Buy$1.0M–$5M
    Feb 17, 2026 Mar 14, 2026(25d)
  • Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index
    structured notes
    Buy$1.0M–$5M
    Feb 17, 2026 Mar 14, 2026(25d)
  • Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate
    structured notes
    Buy$1.0M–$5M
    Feb 17, 2026 Mar 14, 2026(25d)
  • Brighthouse Buffered Annuity S&P 500 Trigger Rate
    structured notes
    Sell$5.0M–$25M
    Feb 9, 2026 Mar 14, 2026(33d)
  • Brighthouse Buffered Annuity Russell 2000 Cap Rate
    structured notes
    Sell$5.0M–$25M
    Feb 9, 2026 Mar 14, 2026(33d)
  • JP Morgan 3-year auto callable buffer note
    structured notes
    Buy$5.0M–$25M
    Dec 30, 2025 Jan 2, 2026(3d)
  • JP Morgan 3-year one-time callable barrier note
    bonds
    Buy$5.0M–$25M
    Dec 30, 2025 Jan 2, 2026(3d)
  • JP Morgan 3-year auto callable buffer note
    structured notes
    Buy$5.0M–$25M
    Dec 30, 2025 Jan 1, 2026(2d)
  • Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index
    structured notes
    Buy$5.0M–$25M
    Dec 29, 2025 Jan 1, 2026(3d)
  • JP Morgan 3-year auto callable buffer note
    structured notes
    Buy$5.0M–$25M
    Dec 30, 2025 Dec 31, 2025(1d)
  • Prudential RILA - 10% Buffer 3-year S&P 500 Index
    structured notes
    Buy$5.0M–$25M
    Dec 29, 2025 Dec 31, 2025(2d)
  • JP Morgan 3-year auto callable buffer note
    structured notes
    Buy$5.0M–$25M
    Dec 30, 2025 Dec 30, 2025
  • Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate
    structured notes
    Buy$5.0M–$25M
    Dec 29, 2025 Dec 30, 2025(1d)
  • Bank of Montreal 13-Month Digital Buffer Note
    structured notes
    Buy$5.0M–$25M
    Nov 13, 2025 Dec 14, 2025(31d)
  • JP Morgan 5 year Barrier Note INDU/NDX/RTY
    bonds
    Buy$5.0M–$25M
    Nov 13, 2025 Dec 14, 2025(31d)
  • New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15
    bonds
    Sell$1K–$15K
    May 13, 2025 Jun 22, 2025(40d)
  • Texas Tech Univ Revs 5.000 2029- 02-15
    other assets
    Sell$1K–$15K
    May 13, 2025 Jun 22, 2025(40d)
  • Grand Praire Tex 5.0000 2032-02-15
    other assets
    Sell$15K–$50K
    May 13, 2025 Jun 22, 2025(40d)
  • Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01
    bonds
    Sell$1K–$15K
    May 13, 2025 Jun 22, 2025(40d)
  • Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15
    bonds
    Sell$15K–$50K
    May 13, 2025 Jun 22, 2025(40d)
  • Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01
    other assets
    Sell$1K–$15K
    May 13, 2025 Jun 22, 2025(40d)
  • New York NY 5.0000 2033-08-01
    other assets
    Sell$1K–$15K
    May 13, 2025 Jun 22, 2025(40d)
  • Comcast 6.50% maturing 11/15/35
    bonds
    Sell$15K–$50K
    May 13, 2025 Jun 22, 2025(40d)
  • Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01
    bonds
    Sell$15K–$50K
    May 13, 2025 Jun 22, 2025(40d)
  • New York NY 5.0000 2028-08-01
    other assets
    Sell$15K–$50K
    May 13, 2025 Jun 22, 2025(40d)
  • Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO
    other assets
    Sell$1K–$15K
    May 13, 2025 Jun 22, 2025(40d)
  • Minnesota St 5.00000 2025-08-01
    other assets
    Sell$15K–$50K
    May 13, 2025 Jun 22, 2025(40d)
  • Houston Tex 5.000 2031-03-01/ 4423315C4
    other assets
    Sell$15K–$50K
    May 13, 2025 Jun 22, 2025(40d)
  • Plano Tex Indpt Sch Dist 5.0000 2032-02-15
    bonds
    Sell$15K–$50K
    May 13, 2025 Jun 22, 2025(40d)
  • CCitigroup Inc 5.875 2033-02-22
    Sell$50K–$100K+66.0%
    May 13, 2025 Jun 22, 2025(40d)
  • Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15
    bonds
    Sell$50K–$100K
    May 13, 2025 Jun 22, 2025(40d)
  • WFCWells Fargo 5.574 07/25/29 '28 Mtn
    Sell$15K–$50K+11.8%
    May 13, 2025 Jun 22, 2025(40d)
  • Minnesota ST 5.00 2025-08-01
    other assets
    Sell$15K–$50K
    May 13, 2025 Jun 22, 2025(40d)
  • Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01
    bonds
    Sell$15K–$50K
    May 13, 2025 Jun 22, 2025(40d)
  • JP Morgan 4.912 7-25-33 '32/ 46647PDH6
    other assets
    Sell$1K–$15K
    May 13, 2025 Jun 22, 2025(40d)
  • Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01
    bonds
    Sell$15K–$50K
    May 13, 2025 Jun 22, 2025(40d)
  • CPKansas City MO 4.0000 2030-02-01
    Sell$15K–$50K+9.6%
    May 13, 2025 Jun 22, 2025(40d)
  • Lakewood Ohio City Sch Dist 5.0000 2025-12-01
    bonds
    Sell$1K–$15K
    May 13, 2025 Jun 22, 2025(40d)
40 of 634 trades Jefferson has disclosed

Newest filing first. “Since” is the price change from the close on the day the filing was made public to the latest price we have; assets without a public ticker show none. Ranges are what the filer reported; the actual amount and price are not disclosed. Every row links to the filing it came from. This is a public record turned into a table, not a recommendation and not a statement about why anyone traded. Disclosed is not affiliated with Jefferson Shreve.