JP Morgan Chase
VERX icon

JP Morgan Chase’s Vertex VERX Stock Holding History

JP Morgan Chase’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.8M Sell
2,528,044
-843,126
-25% -$10.5M ﹤0.01% 1916
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase's VERX Position: Q2 2026 in Review

JP Morgan Chase reduced its Vertex (VERX) stake by 25% in Q2 2026, selling an estimated $10.5M and leaving 2,528,044 shares worth $28.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

JP Morgan Chase first reported a position in VERX in Q3 2020 and has held it in 24 quarters since. The position peaked at $72.4M in Q2 2024. 228 funds tracked by Wall St. Rank hold VERX as of Q2 2026.

  • JP Morgan Chase held 2,528,044 shares of Vertex worth $28.8M as of Q2 2026.
  • JP Morgan Chase sold 843,126 Vertex shares in Q2 2026, an estimated $10.5M.
  • Vertex made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1916 holding.
  • JP Morgan Chase first reported a position in Vertex in Q3 2020 and has held it in 24 quarters since.
  • JP Morgan Chase's Vertex position peaked at $72.4M in Q2 2024.
  • 228 funds tracked by Wall St. Rank held Vertex as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.