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
2023
Q3 		– Sell
-9,500
Closed -$59.4K – 7792
2023
Q2 		$59.4K Hold
9,500
– – ﹤0.01% 5672
2023
Q1 		$94K Sell
9,500
-60,600
-86% -$481K ﹤0.01% 5457
2022
Q4 		$435K Hold
70,100
– – ﹤0.01% 4608
2022
Q3 		$437K Hold
70,100
– – ﹤0.01% 4552
2022
Q2 		$737K Sell
70,100
-4,300
-6% -$51K ﹤0.01% 4306
2022
Q1 		$740K Buy
+74,400
New +$455K ﹤0.01% 4460

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 $2.74B AUM 26.51% 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 $1.33B AUM 47.35% 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.