Jefferson Shreve Stock trades & portfolio
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Any trade Jefferson Shreve disclosed that week, then the week's five biggest filings. The alert the night Jefferson files is Disclosed Pro.
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207 buys / 425 sells ·on the record since 2015 ·last trade 5 mo ago
Jefferson Shreve has disclosed 634 trades since 2015: 207 buys and 425 sales. Jefferson Shreve's latest disclosed buy is Microsoft ($MSFT).
Each disclosed buy is copied at the close on the day it was filed, sized by its disclosed amount; sales are copied the same way, and money not yet used waits in cash. Mar 10, 2025, the first trade we could copy in the last two years, to Nov 5, 2026, at closing prices. Past trades don't guarantee future results.
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Jefferson has no estimated stock position to copy. Follow them and their next filing lands on your watchlist the day it is public.
What Jefferson has been doing
Files a new report about every 44 days. Busiest month: May 2025, 292 trades. “Since filed” is the price move from the close on the day the filing was made public to the latest price; 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
No stock positions · net of disclosed trades since May 8, 2015What Jefferson sold
sold out of 249 stocks · sold some of 4- $MSFTMicrosoft Corporation - Common Stockup to$1.6Msold out3 sales · May 12, 2025
- $NVDANVIDIA Corporation - Common Stockup to$1.4Msold out3 sales · May 12, 2025
- $AAPLApple Inc. - Common Stockup to$1.3Msold out2 sales · May 12, 2025
- $METAMeta Platforms, Inc. - Class A Common Stockup to$550Ksold out3 sales · May 12, 2025
- $AMZNAmazon.com, Inc. - Common Stockup to$500Ksold out1 sale · May 12, 2025
- $BLKBlackRock, Inc. Common Stockup to$300Ksold out3 sales · May 12, 2025
- $AVGOBroadcom Inc. - Common Stockup to$300Ksold out2 sales · May 12, 2025
- $COSTCostco Wholesale Corporation - Common Stockup to$300Ksold out2 sales · May 12, 2025
- and 245 more in the record below
Sale amounts are the top of each disclosed range, added up. A stock sold without a disclosed purchase behind it was held before Jefferson started filing, or was sold on taking office.
Beyond stocks
up to $347.3M disclosed without a ticker- Structured notes14 trades+ up to $240M− up to $50M
- Bonds49 trades+ up to $55.0M− up to $1.8M
- Other assets13 trades− up to $470K
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 stock portfolio above. Green is bought, red is sold, each the top of its disclosed range, added up.
Jefferson's trades by stock
stocks with 3 or more disclosed trades- $AMAT5 trades
- $AMD5 trades
- $BLK5 trades
- $HAL5 trades
- $HD5 trades
- $NVDA5 trades
- $ORCL5 trades
- $TTD5 trades
- $TXN5 trades
- $AAPL4 trades
- $ADBE4 trades
- $AKAM4 trades
- $APP4 trades
- $AVGO4 trades
- $AXP4 trades
- $BALL4 trades
- $CAT4 trades
- $CBOE4 trades
- $CG4 trades
- $COP4 trades
- $DIS4 trades
- $DVN4 trades
- $GE4 trades
- $GS4 trades
- $LEN4 trades
- $LRCX4 trades
- $MRVL4 trades
- $MSFT4 trades
- $OXY4 trades
- $TDG4 trades
- $UNH4 trades
- $UPS4 trades
- $XYZ4 trades
- $ZTS4 trades
- $A3 trades
- $ADI3 trades
- $ADSK3 trades
- $ALB3 trades
- $AMGN3 trades
- $ANET3 trades
- $APTV3 trades
- $ARES3 trades
- $BAC3 trades
- $BKE3 trades
- $CCL3 trades
- $CEG3 trades
- $CMCSA3 trades
- $CMG3 trades
and 40 more
Every Jefferson Shreve stock trade
634 disclosed trades since May 8, 2015 · nothing left outEach from the close on the day the filing was made public to the latest price. 8 trades have no public price.
- JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026structured notesBuy$5.0M–$25M$5.0M–$25M·
- Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026bondsBuy$1.0M–$5M$1.0M–$5M·
- Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Indexstructured notesBuy$1.0M–$5M$1.0M–$5M·
- Prudential RILA - 10% Buffer 3-year S&P 500 Indexstructured notesBuy$1.0M–$5M$1.0M–$5M·
- Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation ratestructured notesBuy$1.0M–$5M$1.0M–$5M·
- Brighthouse Buffered Annuity Russell 2000 Cap Ratestructured notesSell$5.0M–$25M$5.0M–$25M·
- Brighthouse Buffered Annuity S&P 500 Trigger Ratestructured notesSell$5.0M–$25M$5.0M–$25M·
- JP Morgan 3-year auto callable buffer notestructured notesBuy$5.0M–$25M$5.0M–$25M·
- JP Morgan 3-year one-time callable barrier notebondsBuy$5.0M–$25M$5.0M–$25M·
- JP Morgan 3-year auto callable buffer notestructured notesBuy$5.0M–$25M$5.0M–$25M·
- Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Indexstructured notesBuy$5.0M–$25M$5.0M–$25M·
- JP Morgan 3-year auto callable buffer notestructured notesBuy$5.0M–$25M$5.0M–$25M·
- Prudential RILA - 10% Buffer 3-year S&P 500 Indexstructured notesBuy$5.0M–$25M$5.0M–$25M·
- JP Morgan 3-year auto callable buffer notestructured notesBuy$5.0M–$25M$5.0M–$25MDec 30, 2025 → Dec 30, 2025·
- Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation ratestructured notesBuy$5.0M–$25M$5.0M–$25M·
- Bank of Montreal 13-Month Digital Buffer Notestructured notesBuy$5.0M–$25M$5.0M–$25M·
- JP Morgan 5 year Barrier Note INDU/NDX/RTYbondsBuy$5.0M–$25M$5.0M–$25M·
- Citigroup Inc 5.875 2033-02-22bondsSell$50K–$100K$50K–$100K·
- Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01bondsSell$1K–$15K$1K–$15K·
- Comcast 6.50% maturing 11/15/35bondsSell$15K–$50K$15K–$50K·
- Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUOother assetsSell$1K–$15K$1K–$15K·
- Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15bondsSell$50K–$100K$50K–$100K·
- Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01bondsSell$15K–$50K$15K–$50K·
- Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15bondsSell$1K–$15K$1K–$15K·
- Denton Cnty Tex 4.0000 2029-07-15bondsSell$1K–$15K$1K–$15K·
- Denton Tex 5.0000 2029-02-15bondsSell$1K–$15K$1K–$15K·
- Denton Tex Indpt Sch Dist 5.0000 2029-08-15bondsSell$1K–$15K$1K–$15K·
- 50,000 District Columbia Income Tax Rev 5.000 2032-03-01bondsSell$1K–$15K$1K–$15K·
- Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15bondsSell$15K–$50K$15K–$50K·
- Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01bondsSell$1K–$15K$1K–$15K·
- Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4bondsSell$15K–$50K$15K–$50K·
- General Motors Financial Company Inc 2.35 2031-01-08bondsSell$50K–$100K$50K–$100K·
- Grand Praire Tex 5.0000 2032-02-15bondsSell$15K–$50K$15K–$50K·
- Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01bondsSell$1K–$15K$1K–$15K·
- Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15bondsSell$15K–$50K$15K–$50K·
- Houston Tex 5.000 2031-03-01/ 4423315C4bondsSell$15K–$50K$15K–$50K·
- JP Morgan 4.912 7-25-33 '32/ 46647PDH6other assetsSell$1K–$15K$1K–$15K·
- Kansas City MO 4.0000 2030-02-01bondsSell$15K–$50K$15K–$50K·
- Lakewood Ohio City Sch Dist 5.0000 2025-12-01bondsSell$1K–$15K$1K–$15K·
- Laredo TEX 5.000 2031-2-15/ 516824JB6other assetsSell$15K–$50K$15K–$50K·
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.
On these committees: House Appropriations Committee