Jefferson Shreve
Trades disclosed since May 2015 · latest filing Jun 6, 2026
Trades
723
246 buys · 474 sells
Reported volume
$92M – $315M
Sum of the reported ranges
Typical delay
32 days
Trade to filing
Last traded
May 20, 2026
Filed Jun 6, 2026
Track record
Stock buys of the last 2 years against the S&P 500Estimated holdings
EstimateSee what Jefferson Shreve likely holds
An estimate built from every disclosed trade, shown as a chart of positions, plus the full trade history with filters and links to each official filing.
Free. The chart behind this box is sample data.
Trade volume by year
BoughtSold2015
2025
2026
Top of each reported range, by the year of the trade. Exact amounts are not disclosed.
Sectors traded
Whose account
Undisclosed 723
Trades 723
| Stock | Type | Amount | Filed |
|---|---|---|---|
| — Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 | Buy | $1M – $5M | Jun 6, 2026 |
| — JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 | Buy | $5M – $25M | Jun 6, 2026 |
| — Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA] FILING STATUS: New SUBHOLDING OF: Registered Index Linked | Buy | $1M – $5M | Mar 14, 2026 |
| — Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Buy | $1M – $5M | Mar 14, 2026 |
| — Brighthouse Buffered Annuity S&P 500 Trigger Rate | Sell | $5M – $25M | Mar 14, 2026 |
| JPM Jpmorgan Chase & Co | Buy | $10M – $25M | Jan 2, 2026 |
| PRU Prudential Financial Inc | Buy | $10M – $25M | Jan 2, 2026 |
| — JP Morgan 3-year auto callable buffer note | Buy | $5M – $25M | Dec 31, 2025 |
| — Prudential RILA - 10% Buffer 3-year S&P 500 Index | Buy | $5M – $25M | Dec 31, 2025 |
| PUK Prudential PLC | Buy | $10M – $25M | Dec 31, 2025 |
No trades match these filters.
Most traded stocks
BuysSellsLFUS5 trades
Trades are reported up to 45 days after they happen (sometimes later), as dollar ranges. Owner shows whose account the filing names: the person, a spouse, a dependent or a joint account. Filings show that a trade happened, not why. Nothing here is investment advice.
