Congress Watch

Jefferson Shreve stock trades

Jefferson Shreve is a member of the U.S. House (Republican, IN). Filings in this dataset run from 2025-02-12 to 2026-06-06 and list 634 stock transactions: 207 purchases and 427 sales. The median filing came 37 days after the trade; 2 of 636 were filed after the 45-day deadline.

Backtest copying Jefferson Shreve this year

634transactions
207purchases
427sales
37 dmedian delay to file

What copying Jefferson Shreve would have returned

$10,000 invested on 2025-03-09, buying and selling the same stocks 3 days after each filing became public, ended at $12,753 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $13,175.

That headline is diluted by cash: on average only 99% of the money was invested, because the portfolio holds a few small positions. On the 419 days it did hold stocks, the copied holdings returned +14.3% a year against +19.6% for the S&P 500 over the same days: 5.2 percentage points behind the index.

+14.3%copied holdings, per year
+19.6%S&P 500, same days
99%avg share invested
78trades executed
Value of $10,000 copying Jefferson Shreve versus the S&P 5008,5189,92011,32212,72414,1262025-032026-012026-11Copy portfolioS&P 500 (SPY)Buy ABBV, 2025-03-12Buy ACGL, 2025-03-12Buy ADBE, 2025-03-12Buy AMGN, 2025-03-12Buy APD, 2025-03-12Buy APP, 2025-03-12Buy AVGO, 2025-03-12Buy BC, 2025-03-12Buy BUSE, 2025-03-12Buy CI, 2025-03-12Buy CSGP, 2025-03-12Buy DVN, 2025-03-12Buy ELV, 2025-03-12Buy EXPO, 2025-03-12Buy FIS, 2025-03-12Buy GE, 2025-03-12Buy HD, 2025-03-12Buy JNJ, 2025-03-12Buy LOW, 2025-03-12Buy MRK, 2025-03-12Sell APD, 2025-04-14Sell APP, 2025-04-14Buy AAPL, 2025-04-14Buy ADI, 2025-04-14Sell ABBV, 2025-05-12Sell ADBE, 2025-05-12Sell AVGO, 2025-05-12Sell BC, 2025-05-12Sell BUSE, 2025-05-12Sell DVN, 2025-05-12Sell GE, 2025-05-12Sell MRK, 2025-05-12Buy A, 2025-05-12Buy AAPL, 2025-05-12Buy ADSK, 2025-05-12Buy AKAM, 2025-05-12Buy ALB, 2025-05-12Buy AMAT, 2025-05-12Buy AMGN, 2025-05-12Sell A, 2025-06-25Sell AAPL, 2025-06-25Sell ACGL, 2025-06-25Sell ADI, 2025-06-25Sell ADSK, 2025-06-25Sell AKAM, 2025-06-25Sell ALB, 2025-06-25Sell AMAT, 2025-06-25Sell AMGN, 2025-06-25Sell AVGO, 2025-06-25Sell BUSE, 2025-06-25Sell CI, 2025-06-25Sell CSGP, 2025-06-25Sell ELV, 2025-06-25Sell EXPO, 2025-06-25Sell FIS, 2025-06-25Sell HD, 2025-06-25Sell JNJ, 2025-06-25Sell LOW, 2025-06-25Buy ADBE, 2025-06-25Buy AEO, 2025-06-25Buy AMD, 2025-06-25Buy AXP, 2025-06-25Buy BAC, 2025-06-25Buy CCL, 2025-06-25Buy CEG, 2025-06-25Buy COIN, 2025-06-25Buy CRL, 2025-06-25Buy CRM, 2025-06-25Buy DAL, 2025-06-25Buy DHR, 2025-06-25Buy DIS, 2025-06-25Buy DVN, 2025-06-25Buy DXCM, 2025-06-25Buy GE, 2025-06-25Buy GS, 2025-06-25Buy HAL, 2025-06-25Buy ISRG, 2025-06-25Buy LEN, 2025-06-25

Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).

Gain or loss by month

Monthly return copying Jefferson ShreveJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: -2.1%Feb 2026: -1.4%Mar 2026: -7.8%Apr 2026: +8.3%May 2026: +6.0%Jun 2026: +2.4%Jul 2026: -1.7%Aug 2026: +4.2%Sep 2026: +0.7%Oct 2026: +1.5%Nov 2026: -3.4%Dec 2026: no activity2025Jan 2025: no activityFeb 2025: no activityMar 2025: -0.5%Apr 2025: -3.3%May 2025: +1.2%Jun 2025: +3.7%Jul 2025: +3.0%Aug 2025: +2.3%Sep 2025: +1.1%Oct 2025: +6.2%Nov 2025: +0.2%Dec 2025: +5.3%

Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.

458 copy orders were not placed (no price history, no cash left or the position limit was reached) and 79 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.

Try your own settings for Jefferson Shreve

Activity by year

Disclosed stock transactions per year, Jefferson Shreve05001,0002025: 62320252026: 112026

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Jefferson ShreveJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: 3 tradesFeb 2026: no activityMar 2026: 2 tradesApr 2026: no activityMay 2026: no activityJun 2026: 2 tradesJul 2026: no activityAug 2026: no activitySep 2026: no activityOct 2026: no activityNov 2026: no activityDec 2026: no activity2025Jan 2025: no activityFeb 2025: no activityMar 2025: 64 tradesApr 2025: 114 tradesMay 2025: 141 tradesJun 2025: 238 tradesJul 2025: no activityAug 2025: no activitySep 2025: no activityOct 2025: no activityNov 2025: no activityDec 2025: no activity

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2026 · 2025

Most traded stocks

StockTradesBuysSales
TXN Texas Instruments Incorporated - Common Stock 532
TTD The Trade Desk, Inc. - Class A Common Stock 523
ORCL Oracle Corporation Common Stock 532
NVDA NVIDIA Corporation - Common Stock 523
HD Home Depot, Inc. 532
HAL Halliburton Company Common Stock 514
BLK BlackRock, Inc. Common Stock 523
AMD Advanced Micro Devices, Inc. 532
AMAT Applied Materials, Inc. - Common Stock 532
ZTS Zoetis Inc. Class A Common Stock 422
XYZ Block, Inc. Class A Common Stock, 413
UPS United Parcel Service, Inc. Common Stock 413
UNH UnitedHealth Group Incorporated Common Stock 422
TDG Transdigm Group Incorporated Common Stock 422
RPD Rapid7, Inc. 422

Disclosed transactions

Download stock and fund transactions as CSV · Compare Jefferson Shreve with another member

FiledTradedTypeAssetAmountFiling
2026-06-062026-05-20Buy JP Morgan 3-Year Auto Callable Buffer... $5,000,001 - $25,000,000 Source
2026-06-062026-05-20Buy Morgan Stanley 37-Month One-time... $1,000,001 - $5,000,000 Source
2026-03-142026-02-17Buy Prudential RILA - 10% Buffer 6-year... $1,000,001 - $5,000,000 Source
2026-03-142026-02-17Buy Prudential RILA - 10% Buffer 3-year S&P 500 Index $1,000,001 - $5,000,000 Source
2026-03-142026-02-17Buy Prudential RILA - 10% Buffer 3-year... $1,000,001 - $5,000,000 Source
2026-03-142026-02-09Sale Brighthouse Buffered Annuity S&P 500 Trigger Rate $5,000,001 - $25,000,000 Source
2026-03-142026-02-09Sale Brighthouse Buffered Annuity Russell... $5,000,001 - $25,000,000 Source
2026-01-022025-12-30Buy JP Morgan 3-year one-time callable barrier note $5,000,001 - $25,000,000 Source
2026-01-022025-12-30Buy JP Morgan 3-year auto callable buffer note $5,000,001 - $25,000,000 Source
2026-01-012025-12-30Buy JP Morgan 3-year auto callable buffer note $5,000,001 - $25,000,000 Source
2026-01-012025-12-29Buy Prudential RILA - 10% Buffer 3-year... $5,000,001 - $25,000,000 Source
2025-12-312025-12-30Buy JP Morgan 3-year auto callable buffer note $5,000,001 - $25,000,000 Source
2025-12-312025-12-29Buy Prudential RILA - 10% Buffer 3-year S&P 500 Index $5,000,001 - $25,000,000 Source
2025-12-302025-12-30Buy JP Morgan 3-year auto callable buffer note $5,000,001 - $25,000,000 Source
2025-12-302025-12-29Buy Prudential RILA - 10% Buffer 6-year... $5,000,001 - $25,000,000 Source
2025-12-142025-11-13Buy JP Morgan 5 year Barrier Note INDU/NDX/RTY $5,000,001 - $25,000,000 Source
2025-12-142025-11-13Buy Bank of Montreal 13-Month Digital Buffer Note $5,000,001 - $25,000,000 Source
2025-06-222025-05-13Sale Wells Fargo 6.491 10/23/34 '33 MTN $50,001 - $100,000 Source
2025-06-222025-05-13Sale Washington Cnty Tenn 4.0000 2027- 06-01 $50,001 - $100,000 Source
2025-06-222025-05-13Sale Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 $50,001 - $100,000 Source
2025-06-222025-05-13Sale PNC Finl Svc 6.875 10/20/34 '33 FRN $50,001 - $100,000 Source
2025-06-222025-05-13Sale General Motors Financial Company Inc... $50,001 - $100,000 Source
2025-06-222025-05-13Sale Corpus Christi Tex Indpt Sch Dist 4.000... $50,001 - $100,000 Source
2025-06-222025-05-13Sale Citigroup Inc 5.875 2033-02-22 $50,001 - $100,000 Source
2025-06-222025-05-13Sale Wells Fargo 5.574 07/25/29 '28 Mtn $15,001 - $50,000 Source
2025-06-222025-05-13Sale Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Spotsylvania Cnty VA Wtr & Swr Rev... $15,001 - $50,000 Source
2025-06-222025-05-13Sale Southwest Allen Ind Multi Sch Bldg Corp... $15,001 - $50,000 Source
2025-06-222025-05-13Sale Plano Tex Indpt Sch Dist 5.0000 2032-02-15 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Pierce Cnty Wash Dist No 010 Tacoma... $15,001 - $50,000 Source
2025-06-222025-05-13Sale Oregon St 5.0000 2028-12-01 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 $15,001 - $50,000 Source
2025-06-222025-05-13Sale New York NY 5.0000 2028-08-01 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Minnesota St 5.00000 2025-08-01 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Minnesota ST 5.00 2025-08-01 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Memphis-Shelby Cnty TN Indl Dev Brd... $15,001 - $50,000 Source
2025-06-222025-05-13Sale Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Las Vegas Nev 4.000 2027-06-01 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Laredo TEX 5.000 2031-2-15/ 516824JB6 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Kansas City MO 4.0000 2030-02-01 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Houston Tex 5.000 2031-03-01/ 4423315C4 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Gregory Portland Tex Indpt Sch Dist... $15,001 - $50,000 Source
2025-06-222025-05-13Sale Grand Praire Tex 5.0000 2032-02-15 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Fort Bend Tex Indpt Sch Dist 5.00... $15,001 - $50,000 Source
2025-06-222025-05-13Sale Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Cuyahoga Cnty Ohio Economic Dev Rev... $15,001 - $50,000 Source
2025-06-222025-05-13Sale Comcast 6.50% maturing 11/15/35 $15,001 - $50,000 Source
2025-06-222025-05-13Sale Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Texas Tech Univ Revs 5.000 2029- 02-15 $1,001 - $15,000 Source
2025-06-222025-05-13Sale South Jordan Utah Sales Tax Rev 5.00 2028-8-15 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Sherman Tex 5.0000 2025-08-15 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Port Tacoma Wash Rev 4.0000 2025- 12-01 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Oviedo FLA Util Rev 5.0000 2032-10- 01 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Ohio St Wtr Dev Auth Wtr Pollution Ctl... $1,001 - $15,000 Source
2025-06-222025-05-13Sale Ohio St Wtr Dev Auth Wtr Pollution Ctl... $1,001 - $15,000 Source
2025-06-222025-05-13Sale Ohio St Spl Oblig 5.0000 2029-04-01 $1,001 - $15,000 Source
2025-06-222025-05-13Sale New York NY Transitional Fin Auth Bldg... $1,001 - $15,000 Source
2025-06-222025-05-13Sale New York NY City Transitional Fin Auth... $1,001 - $15,000 Source
2025-06-222025-05-13Sale New York NY 5.0000 2033-08-01 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Metropolitan Govt Nashville & Davidson... $1,001 - $15,000 Source
2025-06-222025-05-13Sale Memphis TN 5.0000 2032-05-01 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Maryland St Dept Transn Cons Transn... $1,001 - $15,000 Source
2025-06-222025-05-13Sale Lakewood Ohio City Sch Dist 5.0000 2025-12-01 $1,001 - $15,000 Source
2025-06-222025-05-13Sale JP Morgan 4.912 7-25-33 '32/ 46647PDH6 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Greater Orlando Aviation Auth Orlando... $1,001 - $15,000 Source
2025-06-222025-05-13Sale Florida St Dept Transn Fing Corp Rev... $1,001 - $15,000 Source
2025-06-222025-05-13Sale Florida St Dept Environmental Protn... $1,001 - $15,000 Source
2025-06-222025-05-13Sale District Columbia Income Tax Rev 5.000 2032-03-01 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Denton Tex Indpt Sch Dist 5.0000 2029-08-15 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Denton Tex 5.0000 2029-02-15 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Denton Cnty Tex 4.0000 2029-07-15 $1,001 - $15,000 Source
2025-06-222025-05-13Sale Cypress Fairbanks Tex Indpt Sch Dist... $1,001 - $15,000 Source
2025-06-222025-05-13Sale Connecticut St Spl Tax Oblig Rev 5.00... $1,001 - $15,000 Source
2025-06-222025-05-13Sale Colorado St Brd Governors Univ... $1,001 - $15,000 Source
2025-06-222025-05-12Sale NVDA NVIDIA Corporation - Common Stock $500,001 - $1,000,000 Source
2025-06-222025-05-12Sale MSFT Microsoft Corporation - Common Stock $500,001 - $1,000,000 Source
2025-06-222025-05-12Sale XOM Exxon Mobil Corporation Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale WMB Williams Companies, Inc. $50,001 - $100,000 Source
2025-06-222025-05-12Sale WFC Wells Fargo & Company Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale WELL Welltower Inc. Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale WDAY Workday, Inc. - Class A Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale UCB United Community Banks, Inc. Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale UBER Uber Technologies, Inc. Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale TT Trane Technologies plc $50,001 - $100,000 Source
2025-06-222025-05-12Sale TJX TJX Companies, Inc. $50,001 - $100,000 Source
2025-06-222025-05-12Sale SYK Stryker Corporation Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale SPOT Spotify Technology S.A. Ordinary Shares $50,001 - $100,000 Source
2025-06-222025-05-12Sale SPGI S&P Global Inc. Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale SNPS Synopsys, Inc. - Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale SBAC Class A Common Stock SCHNEIDER ELECTRIC SA $50,001 - $100,000 Source
2025-06-222025-05-12Sale RUSHB Rush Enterprises, Inc. - Class B Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale RGLD Royal Gold, Inc. - Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale RCL Royal Caribbean Cruises Ltd. Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale PWR Quanta Services, Inc. Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale PLTR Palantir Technologies Inc. - Class A Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale PGR Progressive Corporation $50,001 - $100,000 Source
2025-06-222025-05-12Sale PG Procter & Gamble Company $50,001 - $100,000 Source
2025-06-222025-05-12Sale O Realty Income Corporation Common Stock $50,001 - $100,000 Source
2025-06-222025-05-12Sale NI NiSource Inc $50,001 - $100,000 Source

Other members from IN

Members who trade the same stocks

Common questions

Did Jefferson Shreve beat the market?
Copying Jefferson Shreve's disclosed stock trades 3 days after each filing returned +14.3% a year on the days the money was invested, against +19.6% for the S&P 500 over the same days: 5.2 percentage points behind the index. This is a hypothetical backtest from 2025-03-09 to 2026-11-09, not investment advice.
How many stock trades has Jefferson Shreve disclosed?
Jefferson Shreve disclosed 634 stock transactions between 2025-02-12 and 2026-06-06: 207 purchases and 427 sales.
Which stocks does Jefferson Shreve trade most?
The most traded stocks in Jefferson Shreve's filings are TXN (5), TTD (5) and ORCL (5), by number of transactions.
How quickly does Jefferson Shreve report trades?
The median filing came 37 days after the trade. 2 of 636 filings arrived after the 45-day deadline.

Atom feed of Jefferson Shreve's new filings