Did Kevin Hern buy JPMorgan Equity Premium Income stock?

Common questions

Did Kevin Hern buy JPMorgan Equity Premium Income stock?

Yes. Kevin Hern disclosed 3 purchases of JPMorgan Equity Premium Income (JEPI) stock between Jul 30, 2021 and Oct 6, 2022, in STOCK Act reports. Added together, the disclosed ranges come to $102K-$280K.

How big were Kevin Hern's JPMorgan Equity Premium Income trades?

STOCK Act reports give a range for each trade, such as $1K-$15K, never an exact amount. Added together, the disclosed ranges come to $102K-$280K.

Did Kevin Hern make these JPMorgan Equity Premium Income trades personally?

Not always. The STOCK Act requires members to report trades by themselves, a spouse and dependent children. The owner column of each linked filing says whose trade it was.

Does Kevin Hern still own JPMorgan Equity Premium Income stock?

This page lists reported trades, not holdings. A purchase can have been sold since, and the filings shown do not say what is held today.

When did Kevin Hern report these trades?

The latest filing is dated Nov 9, 2022. The STOCK Act gives members of Congress 45 days to report a trade, so a filing can trail the trade by weeks. Every row shows both dates.

Where does this data come from?

From periodic transaction reports filed under the STOCK Act with the Clerk of the House. Every trade links to the original filing.