Rep. Jefferson Shreve reports purchasing two structured notes from JP Morgan and Morgan Stanley with a combined value between $6 million and $30 million.
- Filer
- Hon. Jefferson Shreve (IN)
- Transactions
- 2 across 0 companies
- Direction
- 2 bought · 0 sold
- Notification date
- 05/28/2026
All 2 transactions in this filing
| Company | Ticker | Type | Amount | Date |
|---|---|---|---|---|
| Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 [CS] | — | Purchase | $1,000,001 - $5,000,000 | 05/20/2026 |
| JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 [CS] | — | Purchase | $5,000,001 - $25,000,000 | 05/20/2026 |
Hon. Jefferson Shreve, a member of the U.S. House of Representatives, disclosed two significant financial transactions in a Periodic Transaction Report. The report, signed on June 6, 2026, details two purchases that occurred on May 20, 2026.
The first transaction was the purchase of a "JP Morgan 3-Year Auto Callable Buffer Note" valued in the range of $5,000,001 to $25,000,000. The second was the purchase of a "Morgan Stanley 37-Month One-time Callable Note," valued between $1,000,001 and $5,000,000. The total disclosed value of these purchases is between $6,000,002 and $30,000,000.
Both assets are classified as structured notes (CS) and were purchased for an advisory account. The transactions were reported to the Clerk of the House on May 28, 2026.
Important Disclaimer
Amounts are disclosed by law as broad ranges, not exact figures - this reflects the range as filed, not a precise dollar amount. This content is summarized from a public government disclosure filing and may contain errors.
The Filing Fool is not a registered investment adviser. Nothing here is a recommendation or solicitation to buy, sell, or hold any security, nor any claim about a filer's intent or knowledge.