JPMorgan Chase & Co’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$56.5M Sell
2025
Q1
$56.7M Buy
2024
Q4
$67.9M Sell
2024
Q3
$69M Sell
2024
Q2
$72.4M Sell
2024
Q1
$65.9M Sell
2023
Q4
$59.1M Sell
2023
Q3
$54.2M Sell
2023
Q2
$46M Sell
2023
Q1
$49.4M Sell
2022
Q4
$37.3M Buy
2022
Q3
$34.8M Sell
2022
Q2
$29.7M Buy
2022
Q1
$40M Sell
2021
Q4
$41.5M Sell
2021
Q3
$53.2M Sell
2021
Q2
$60.8M Buy
2021
Q1
$40.5M Buy
2020
Q4
$60M Buy
2020
Q3
$13.8M Buy