CapitolMarkets
Jake Auchincloss
U.S. Representative

Jake Auchincloss

DHouseMassachusetts · District 04

U.S. Representative (D) for Massachusetts, 38 years old.

Tenure
Representative since 2021
Born
Boston, Suffolk County, Mass., on, 1988
Prior career
  • united states marine corps
Education
  • M.B.A. Massachusetts Institute of Technology (2016)
Full biography

AUCHINCLOSS, Jake, a Representative from Massachusetts; born in Boston, Suffolk County, Mass., on January 29, 1988; graduated from Newton North High School, Newton, Mass., 2006; A.B., Harvard University, Cambridge, Mass., 2010; M.B.A., Massachusetts Institute of Technology, Cambridge, Mass., 2016; United States Marine Corps, 2010-2015; member of the Newton, Mass., city council, 2016-2020; business professional; elected as a Democrat to the One Hundred Seventeenth and to the two succeeding Congresses (January 3, 2021-present).

Source: U.S. Congress Bioguide / public-record corporate filings.

Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
0%
House rank
#53/85
9
Total trades
$97.5K
Volume YTD
Avg hold
0
Conflicts

Public financial disclosure

Self-reported on House Form A — values are disclosed as ranges, not exact dollars.

Disclosed net worth
$1.5M $6.3M
Assets minus liabilities, summed across the 25+ disclosed positions.
Liabilities
$500K$1M
Form
Amendment Report 2024
Filed
April 2026
View original filing (PDF)
Largest holdings
  1. 1.STTState Street Corporation Common Stock$500,001 - $1,000,000
  2. 2.SUSAiShares MSCI USA ESG Select ETF$100,001 - $250,000
  3. 3.SUSAiShares MSCI USA ESG Select ETF$100,001 - $250,000
  4. 4.Bank of America Savings - MG$100,001 - $250,000
  5. 5.SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF$100,001 - $250,000
  6. 6.SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF$100,001 - $250,000
  7. 7.USAA Savings - Joint$100,001 - $250,000
  8. 8.STTState Street Corporation Common Stock$100,001 - $250,000
  9. 9.ESMLiShares ESG Aware MSCI USA Small-Cap ETF$50,001 - $100,000
  10. 10.FBAFXAmerican Balanced Fund - Class 529-F-2$50,001 - $100,000
  11. 11.VSGXVanguard ESG International Stock ETF$50,001 - $100,000
  12. 12.FWMMXWashington Mutual Investors Fund - Class 529-F-2$50,001 - $100,000
  13. 13.SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF$50,001 - $100,000
  14. 14.FCWGXCapital World Growth and Income Fund - Class 529-F-2$50,001 - $100,000
  15. 15.FNEEXThe New Economy Fund - Class 529-F-2$50,001 - $100,000
  16. 16.ARAIXAriel Fund Instl Cl$50,001 - $100,000
  17. 17.SCIEXHartford Schroders International Stock Fund$50,001 - $100,000
  18. 18.FFXFXAmerican Funds Fundamental Investors - Class 529-F-2$50,001 - $100,000
  19. 19.SUSAiShares MSCI USA ESG Select ETF$50,001 - $100,000
  20. 20.SUSAiShares MSCI USA ESG Select ETF$15,001 - $50,000
  21. 21.FFXFXAmerican Funds Fundamental Investors - Class 529-F-2$15,001 - $50,000
  22. 22.USAA Checking - Joint$15,001 - $50,000
  23. 23.USAA Checking & Savings$15,001 - $50,000
  24. 24.ARAIXAriel Fund Instl Cl$15,001 - $50,000
  25. 25.FWMMXWashington Mutual Investors Fund - Class 529-F-2$15,001 - $50,000

Track record by window

Past month
Gross flow$65K
Trades2
Bought / Sold0·2
Open book0%
Year to date
Gross flow$97.5K
Trades3
Bought / Sold0·3
Open book0%
1 year
Gross flow$162.5K
Trades5
Bought / Sold0·5
Open book0%
5 years
Gross flow$292.5K
Trades9
Bought / Sold0·9
Open book0%

Disclosed trades · 9

All filings →
Filed May 22, 2026·traded May 18, 2026
soldStock (STT)(STT)$15K-$50K
4 days to disclose
Flat·+0.0%
Filed May 22, 2026·traded May 18, 2026
soldStock (STT)(STT)$15K-$50K
4 days to disclose
Flat·+0.0%
Filed Feb 19, 2026·traded Feb 17, 2026
soldStock (STT)(STT)$15K-$50K
2 days to disclose
Flat·+0.0%
0.7% vs S&P 500
Filed Nov 18, 2025·traded Nov 17, 2025
soldStock (STT)(STT)$15K-$50K
1 day to disclose
Flat·+0.0%
+0.8% vs S&P 500
Filed Aug 27, 2025·traded Aug 18, 2025
soldStock (STT)(STT)$15K-$50K
9 days to disclose
Flat·+0.0%
1.2% vs S&P 500
Filed May 22, 2025·traded May 16, 2025
soldStock (STT)(STT)$15K-$50K
6 days to disclose
Flat·+0.0%
+0.5% vs S&P 500
Filed Feb 21, 2025·traded Feb 18, 2025
soldStock (STT)(STT)$15K-$50K
3 days to disclose
Flat·+0.0%
0.6% vs S&P 500
Filed Nov 21, 2024·traded Nov 18, 2024
soldStock (STT)(STT)$15K-$50K
3 days to disclose
Flat·+0.0%
+3.7% vs S&P 500
Filed Aug 21, 2024·traded Aug 16, 2024
soldStock (STT)(STT)$15K-$50K
5 days to disclose
Flat·+0.0%
+28.8% vs S&P 500

Their record vs the S&P 500

9 priced trades compared to a same-direction S&P 500 benchmark.

Politician portfolio+$0
S&P 500 benchmark$10.3K
Alpha+$10.3K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume

Oversight committees · 4

Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.

Recent legislative activity · 30 bills

10 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.