JF
VERX icon

Jump Financial’s Vertex VERX Stock Holding History

Jump Financial’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
2025
Q1 		– Sell
-23,700
Closed -$1.26M – 2049
2024
Q4 		$1.26M Buy
23,700
+17,405
+276% +$844K 0.03% 662
2024
Q3 		$242K Buy
+6,295
New +$232K ﹤0.01% 1395
2024
Q2 		– Sell
-36,767
Closed -$1.17M – 2299
2024
Q1 		$1.17M Sell
36,767
-35,134
-49% -$948K 0.03% 720
2023
Q4 		$1.94M Buy
+71,901
New +$1.84M 0.06% 392
2023
Q3 		– Sell
-55,274
Closed -$1.08M – 2281
2023
Q2 		$1.08M Buy
55,274
+10,264
+23% +$217K 0.04% 644
2023
Q1 		$931K Buy
+45,010
New +$694K 0.04% 622
2022
Q2 		– Sell
-11,090
Closed -$170K – 2045
2022
Q1 		$170K Sell
11,090
-1,710
-13% -$23.9K 0.01% 1340
2021
Q4 		$203K Sell
12,800
-19,400
-60% -$368K 0.01% 1115
2021
Q3 		$619K Buy
+32,200
New +$623K 0.04% 425

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 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 $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return