Jpmorgan Chase & CO Vertex, Inc. Transaction History

Jpmorgan Chase & CO

$1.27 Trillion
Q1 2025

A detailed history of Jpmorgan Chase & CO transactions in Vertex, Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 1,619,380 shares of VERX stock, worth $40 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,619,380

Previous 1,272,129 27.3%

Holding current value

$40 Million

Previous $67.9 Million 16.46%

% of portfolio

0.0%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$31.15 - $58.95 $10.8 Million - $20.5 Million	347,251 Added 27.3%	1,619,380 $56.7 Million
Q4 2024 Feb 12, 2025	SELL	$39.21 - $56.92 $20.4 Million - $29.6 Million	-519,800 Reduced 29.01%	1,272,129 $67.9 Million
Q3 2024 Dec 26, 2024	SELL	$34.62 - $40.01 $7.45 Million - $8.61 Million	-215,215 Reduced 10.72%	1,791,929 $69 Million
Q3 2024 Nov 08, 2024	SELL	$34.62 - $40.01 $7.45 Million - $8.61 Million	-215,215 Reduced 10.72%	1,791,929 $69 Million
Q2 2024 Dec 26, 2024	BUY	$27.94 - $36.05 $6.01 Million - $7.76 Million	215,215 Added 12.01%	2,007,144 $72.4 Million
Q2 2024 Aug 12, 2024	SELL	$27.94 - $36.05 $1.86 Million - $2.4 Million	-66,477 Reduced 3.21%	2,007,144 $72.4 Million
Q1 2024 Dec 26, 2024	BUY	$23.54 - $33.58 $6.63 Million - $9.46 Million	281,692 Added 15.72%	2,073,621 $65.9 Million
Q1 2024 May 10, 2024	SELL	$23.54 - $33.58 $2.79 Million - $3.98 Million	-118,494 Reduced 5.41%	2,073,621 $65.9 Million
Q4 2023 Dec 26, 2024	BUY	$22.03 - $29.5 $8.82 Million - $11.8 Million	400,186 Added 22.33%	2,192,115 $59.1 Million
Q4 2023 Feb 12, 2024	SELL	$22.03 - $29.5 $3.4 Million - $4.55 Million	-154,218 Reduced 6.57%	2,192,115 $59.1 Million
Q3 2023 Nov 14, 2023	SELL	$17.77 - $23.1 $216,971 - $282,051	-12,210 Reduced 0.52%	2,346,333 $54.2 Million
Q2 2023 Aug 11, 2023	SELL	$18.51 - $22.99 $570,459 - $708,528	-30,819 Reduced 1.29%	2,358,543 $46 Million
Q1 2023 May 11, 2023	SELL	$12.0 - $20.93 $2.16 Million - $3.76 Million	-179,736 Reduced 7.0%	2,389,362 $49.4 Million
Q4 2022 Feb 13, 2023	BUY	$14.0 - $18.59 $348,488 - $462,742	24,892 Added 0.98%	2,569,098 $37.3 Million
Q3 2022 Nov 14, 2022	SELL	$9.86 - $15.1 $766,989 - $1.17 Million	-77,788 Reduced 2.97%	2,544,206 $34.8 Million
Q2 2022 Aug 11, 2022	BUY	$9.59 - $16.25 $137,328 - $232,700	14,320 Added 0.55%	2,621,994 $29.7 Million
Q1 2022 May 11, 2022	SELL	$12.71 - $16.79 $133,048 - $175,757	-10,468 Reduced 0.4%	2,607,674 $40 Million
Q4 2021 Feb 10, 2022	SELL	$15.87 - $21.72 $2.34 Million - $3.2 Million	-147,324 Reduced 5.33%	2,618,142 $41.6 Million
Q3 2021 Nov 12, 2021	BUY	$18.15 - $22.62 $50.2 Million - $62.6 Million	2,765,466 New	2,765,466 $53.2 Million

Others Institutions Holding VERX

# of Institutions

287

Shares Held

81.7M

Call Options Held

2.9M

Put Options Held

13.5K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $1.2B
Description
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...

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Jpmorgan Chase & CO Vertex, Inc. Transaction History