Kevin Hern bought JPMorgan US Equity Premium Income Active ETF (TO: JEPI)
Kevin Hern (R-OK), a U.S. Representative, has disclosed 3 trades in JPMorgan US Equity Premium Income Active ETF (JEPI) since 2021, all purchases, worth an estimated $191K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Kevin Hern bought $100,001 - $250,000 of JPMorgan US Equity Premium Income Active ETF (TO: JEPI) on July 30, 2021. Since that trade, JEPI is up +40.70% against the S&P 500 up +77.53%, an outperformance of -36.83%.
Across these filings, Kevin Hern has been a net buyer of JEPI. The most recent disclosed JEPI transaction shown was dated October 6, 2022. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Kevin Hern's JEPI trades vs the price
JEPI is up +40.70% since Kevin Hern bought on July 30, 2021, versus +77.53% for the S&P 500.
Performance since this trade
All Kevin Hern JEPI trades
Kevin Hern & JEPI trading FAQ
Is it legal for Kevin Hern to trade JPMorgan US Equity Premium Income Active ETF (JEPI) stock?
Yes. Members of Congress are allowed to trade individual stocks, including JPMorgan US Equity Premium Income Active ETF (JEPI), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Kevin Hern buy JEPI?
Kevin Hern disclosed a purchase of $100,001 - $250,000 of JPMorgan US Equity Premium Income Active ETF (JEPI) on July 30, 2021, according to public STOCK Act filings.
How has JEPI performed since Kevin Hern's trade?
Since Kevin Hern bought JEPI on July 30, 2021, the stock is up +40.70%, versus +77.53% for the S&P 500 over the same period, an outperformance of -36.83%.
How many times has Kevin Hern traded JEPI?
Kevin Hern has disclosed 3 JEPI trades since 2021. Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional JEPI trades?
Quantellect tracks every disclosed congressional trade in JPMorgan US Equity Premium Income Active ETF (JEPI) on the JPMorgan US Equity Premium Income Active ETF congressional trading page, which aggregates filings across all members of Congress.
Kevin Hern's JEPI tradesAll congressional filings for JPMorgan US Equity Premium Income Active ETFKevin Hern's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.