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VERX

8 quarters

Position history for JPMorgan Chase & Co.JPMorgan Chase & Co.'s holdings in Vertex, Inc.

Yes. JPMorgan Chase holds 2,528,044 shares of VERX (Vertex), worth $28.8M, as of its Q2 2026 13F filing. It reduced the position by 843,126 shares (-25.0%) from Q1 2026. JPMorgan Chase has held VERX in every 13F on record since Q3 2024, 8 quarterly filings.

Current Value

$28.8M

Current Shares

2.5M

Total Value Change

-$40.2M

Total Shares Change

+736,115

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.5M
-25.0%
$28.8M0.0%$11.48
0
2026-Q1
Increased
3.4M
+96.0%
$39.3M0.0%$14.64
46
2025-Q4
Decreased
1.7M
-4.2%
$34.3M0.0%$19.97
0
2025-Q3
Increased
1.8M
+12.2%
$44.5M0.0%$24.79
33
2025-Q2
Decreased
1.6M
-1.3%
$56.5M0.0%$35.34
0
2025-Q1
Increased
1.6M
+27.3%
$56.7M0.0%$35.01
37
2024-Q4
Decreased
1.3M
-29.0%
$67.9M0.0%$53.35
0
2024-Q3
First report
1.8M
-
$69M0.0%$38.51
0

Other major holders of VERX: Vanguard Group Inc., BlackRock, Inc.

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