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JP Morgan Private Wealth Advisors’s Vertex VERX Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q2 		– Sell
-13,396
Closed -$277K – 1904
2023
Q1 		$277K Sell
13,396
-1,024
-7% -$15.8K ﹤0.01% 1711
2022
Q4 		$209K Sell
14,420
-845
-6% -$13.5K ﹤0.01% 1810
2022
Q3 		$209K Buy
15,265
+4,557
+43% +$57.8K ﹤0.01% 1793
2022
Q2 		$121K Sell
10,708
-1,196
-10% -$15.1K ﹤0.01% 1867
2022
Q1 		$183K Buy
+11,904
New +$167K ﹤0.01% 1923

Other funds holding VERX

TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BMCM
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.29B AUM 26.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VERX Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Vertex (VERX) in Q2 2023, closing a stake of 13,396 shares — an estimated $277K sold.

JP Morgan Private Wealth Advisors first reported a position in VERX in Q1 2022 and held it in 5 quarters. The position peaked at $277K in Q1 2023. 121 funds tracked by Wall St. Rank hold VERX as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Vertex position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,396 Vertex shares in Q2 2023, an estimated $277K.
  • JP Morgan Private Wealth Advisors first reported a position in Vertex in Q1 2022 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Vertex position peaked at $277K in Q1 2023.
  • 121 funds tracked by Wall St. Rank held Vertex as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.