JP Morgan Chase’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $39.3M | Buy |
3,371,170
+1,651,594
| +96% | +$25.7M | ﹤0.01% | 1539 |
|
|
2025
Q4 | $34.3M | Sell |
1,719,576
-74,494
| -4% | -$1.61M | ﹤0.01% | 1620 |
|
|
2025
Q3 | $44.5M | Buy |
1,794,070
+195,205
| +12% | +$5.65M | ﹤0.01% | 1485 |
|
|
2025
Q2 | $56.5M | Sell |
1,598,865
-20,515
| -1% | -$781K | ﹤0.01% | 1262 |
|
|
2025
Q1 | $56.7M | Buy |
1,619,380
+347,251
| +27% | +$15.9M | ﹤0.01% | 1242 |
|
|
2024
Q4 | $67.9M | Sell |
1,272,129
-519,800
| -29% | -$25.2M | 0.01% | 1136 |
|
|
2024
Q3 | $69M | Sell |
1,791,929
-215,215
| -11% | -$7.93M | 0.01% | 1142 |
|
|
2024
Q2 | $72.4M | Sell |
2,007,144
-66,477
| -3% | -$2.14M | 0.01% | 1072 |
|
|
2024
Q1 | $65.9M | Sell |
2,073,621
-118,494
| -5% | -$3.2M | 0.01% | 1138 |
|
|
2023
Q4 | $59.1M | Sell |
2,192,115
-154,218
| -7% | -$3.95M | 0.01% | 1129 |
|
|
2023
Q3 | $54.2M | Sell |
2,346,333
-12,210
| -0.5% | -$251K | 0.01% | 1084 |
|
|
2023
Q2 | $46M | Sell |
2,358,543
-30,819
| -1% | -$650K | 0.01% | 1161 |
|
|
2023
Q1 | $49.4M | Sell |
2,389,362
-179,736
| -7% | -$2.77M | 0.01% | 1108 |
|
|
2022
Q4 | $37.3M | Buy |
2,569,098
+24,892
| +1% | +$398K | 0.01% | 1260 |
|
|
2022
Q3 | $34.8M | Sell |
2,544,206
-77,788
| -3% | -$986K | 0.01% | 1232 |
|
|
2022
Q2 | $29.7M | Buy |
2,621,994
+14,320
| +0.5% | +$181K | ﹤0.01% | 1330 |
|
|
2022
Q1 | $40M | Sell |
2,607,674
-10,468
| -0.4% | -$146K | 0.01% | 1293 |
|
|
2021
Q4 | $41.5M | Sell |
2,618,142
-147,324
| -5% | -$2.79M | 0.01% | 1311 |
|
|
2021
Q3 | $53.2M | Sell |
2,765,466
-3,634
| -0.1% | -$70.3K | 0.01% | 1147 |
|
|
2021
Q2 | $60.8M | Buy |
2,769,100
+926,044
| +50% | +$18.8M | 0.01% | 1124 |
|
|
2021
Q1 | $40.5M | Buy |
1,843,056
+120,542
| +7% | +$3.76M | 0.01% | 1262 |
|
|
2020
Q4 | $60M | Buy |
1,722,514
+1,131,803
| +192% | +$30.8M | 0.01% | 999 |
|
|
2020
Q3 | $13.8M | Buy |
+590,711
| New | +$14.4M | ﹤0.01% | 1777 |
|
Other funds holding VERX
VPM
TCM
VCM
GCM