Back to JPMORGAN CHASE & CO JPMORGAN CHASE & CO

VERXVERX
7 quarters

Position history for JPMORGAN CHASE & COJPMORGAN CHASE & CO's holdings in Vertex, Inc. Class A

JPMORGAN CHASE & CO holds 2.5M shares of VERX (Vertex, Inc. Class A), worth $28.8M as of 2026-Q2. The position was decreased (-25.0% shares). VERX represents 0.0% of JPMORGAN CHASE & CO's portfolio.

Current Value

$28.8M

Current Shares

2.5M

Total Value Change

-$39M

Total Shares Change

+1.3M

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
-52.1%
$34.3M0.0%$20.03
0
2025-Q3
Increased
3.6M
+124.4%
$88.9M0.0%$25.40
48
2025-Q2
Decreased
1.6M
-1.3%
$56.5M0.0%$34.49
0
2025-Q1
Increased
1.6M
+27.3%
$56.7M0.0%$35.55
37
2024-Q4
New
1.3M
-
$67.9M0.0%$53.05
41

Other major holders of VERX: VANGUARD GROUP INC, BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used