JPMorgan Chase & Co’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.5M | Sell |
1,598,865
-20,515
| -1% | -$725K | ﹤0.01% | 1152 |
|
|
2025
Q1 | $56.7M | Buy |
1,619,380
+347,251
| +27% | +$12.2M | ﹤0.01% | 1118 |
|
|
2024
Q4 | $67.9M | Sell |
1,272,129
-519,800
| -29% | -$27.7M | 0.01% | 1021 |
|
|
2024
Q3 | $69M | Sell |
1,791,929
-215,215
| -11% | -$8.29M | 0.01% | 1037 |
|
|
2024
Q2 | $72.4M | Sell |
2,007,144
-66,477
| -3% | -$2.4M | 0.01% | 984 |
|
|
2024
Q1 | $65.9M | Sell |
2,073,621
-118,494
| -5% | -$3.76M | 0.01% | 1049 |
|
|
2023
Q4 | $59.1M | Sell |
2,192,115
-154,218
| -7% | -$4.15M | 0.01% | 1025 |
|
|
2023
Q3 | $54.2M | Sell |
2,346,333
-12,210
| -0.5% | -$282K | 0.01% | 982 |
|
|
2023
Q2 | $46M | Sell |
2,358,543
-30,819
| -1% | -$601K | 0.01% | 1067 |
|
|
2023
Q1 | $49.4M | Sell |
2,389,362
-179,736
| -7% | -$3.72M | 0.01% | 1009 |
|
|
2022
Q4 | $37.3M | Buy |
2,569,098
+24,892
| +1% | +$361K | ﹤0.01% | 1099 |
|
|
2022
Q3 | $34.8M | Sell |
2,544,206
-77,788
| -3% | -$1.06M | 0.01% | 1105 |
|
|
2022
Q2 | $29.7M | Buy |
2,621,994
+14,320
| +0.5% | +$162K | ﹤0.01% | 1194 |
|
|
2022
Q1 | $40M | Sell |
2,607,674
-10,468
| -0.4% | -$161K | ﹤0.01% | 1159 |
|
|
2021
Q4 | $41.6M | Sell |
2,618,142
-147,324
| -5% | -$2.34M | ﹤0.01% | 1168 |
|
|
2021
Q3 | $53.2M | Sell |
2,765,466
-3,634
| -0.1% | -$69.8K | 0.01% | 1056 |
|
|
2021
Q2 | $60.8M | Buy |
2,769,100
+926,044
| +50% | +$20.3M | 0.01% | 1038 |
|
|
2021
Q1 | $40.5M | Buy |
1,843,056
+120,542
| +7% | +$2.65M | 0.01% | 1161 |
|
|
2020
Q4 | $60M | Buy |
1,722,514
+1,131,803
| +192% | +$39.4M | 0.01% | 908 |
|
|
2020
Q3 | $13.8M | Buy |
+590,711
| New | +$13.8M | ﹤0.01% | 1563 |
|