Jpmorgan Chase & CO Vertex, Inc. Transaction History

Jpmorgan Chase & CO

$1.22 Trillion
Q3 2024

A detailed history of Jpmorgan Chase & CO transactions in Vertex, Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 1,791,929 shares of VERX stock, worth $93.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,791,929

Previous 2,007,144 10.72%

Holding current value

$93.7 Million

Previous $72.4 Million 4.63%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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 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 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 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

231

Shares Held

67.4M

Call Options Held

2.94M

Put Options Held

26K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $2.53B
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