JP Morgan Chase
VTNR

JP Morgan Chase’s Vertex Energy, Inc VTNR Stock Holding History

JP Morgan Chase’s Portfolio VTNR Stock Details VTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,462
Closed -$169 – 7891
2024
Q3 		$169 Sell
1,462
-103
-7% -$57 ﹤0.01% 6924
2024
Q2 		$1.48K Sell
1,565
-186,257
-99% -$219K ﹤0.01% 6563
2024
Q1 		$263K Buy
187,822
+140,789
+299% +$225K ﹤0.01% 5193
2023
Q4 		$159K Sell
47,033
-20,383
-30% -$80K ﹤0.01% 5511
2023
Q3 		$300K Sell
67,416
-75,419
-53% -$387K ﹤0.01% 4786
2023
Q2 		$893K Buy
142,835
+15,780
+12% +$111K ﹤0.01% 4147
2023
Q1 		$1.25M Buy
127,055
+27,611
+28% +$219K ﹤0.01% 3881
2022
Q4 		$616K Buy
99,444
+69,891
+236% +$522K ﹤0.01% 4384
2022
Q3 		$184K Sell
29,553
-181,366
-86% -$1.66M ﹤0.01% 4999
2022
Q2 		$2.22M Buy
+210,919
New +$2.5M ﹤0.01% 3455
2021
Q2 		– Sell
-1
Closed – – 6673
2021
Q1 		$0 Hold
1
– – ﹤0.01% 6428
2020
Q4 		$0 Hold
1
– – ﹤0.01% 6002
2020
Q3 		$0 Hold
1
– – ﹤0.01% 5854
2020
Q2 		$0 Hold
1
– – ﹤0.01% 5770
2020
Q1 		$0 Hold
1
– – ﹤0.01% 5809
2019
Q4 		$0 Hold
1
– – ﹤0.01% 5942
2019
Q3 		$0 Hold
1
– – ﹤0.01% 6013
2019
Q2 		$0 Hold
1
– – ﹤0.01% 6064
2019
Q1 		$0 Buy
+1
New +$1 ﹤0.01% 6106
2018
Q4 		– Sell
-1
Closed – – 5984
2018
Q3 		$0 Hold
1
– – ﹤0.01% 5869
2018
Q2 		$0 Hold
1
– – ﹤0.01% 5734
2018
Q1 		$0 Hold
1
– – ﹤0.01% 5678
2017
Q4 		$0 Hold
1
– – ﹤0.01% 5616
2017
Q3 		$0 Hold
1
– – ﹤0.01% 5234
2017
Q2 		$0 Hold
1
– – ﹤0.01% 5280
2017
Q1 		$0 Hold
1
– – ﹤0.01% 5274
2016
Q4 		$0 Hold
1
– – ﹤0.01% 5171
2016
Q3 		$0 Hold
1
– – ﹤0.01% 4865
2016
Q2 		$0 Hold
1
– – ﹤0.01% 5003
2016
Q1 		$0 Hold
1
– – ﹤0.01% 4999
2015
Q4 		$0 Buy
+1
New +$2 ﹤0.01% 4830

Other funds holding VTNR

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
CFM
Catalyst Funds Management Sydney NSW, Australia $591M AUM 71.09% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

JP Morgan Chase's VTNR Position: Q4 2024 in Review

JP Morgan Chase sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 1,462 shares — an estimated $169 sold.

JP Morgan Chase first reported a position in VTNR in Q4 2015 and held it in 31 quarters. The position peaked at $2.22M in Q2 2022. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • JP Morgan Chase reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 1,462 Vertex Energy, Inc shares in Q4 2024, an estimated $169.
  • JP Morgan Chase first reported a position in Vertex Energy, Inc in Q4 2015 and held it in 31 quarters.
  • JP Morgan Chase's Vertex Energy, Inc position peaked at $2.22M in Q2 2022.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.