Jpmorgan Chase & CO Vertex, Inc. Transaction History

Jpmorgan Chase & CO

  • $1.23 Trillion
  • Q4 2024

A detailed history of Jpmorgan Chase & CO transactions in Vertex, Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 1,272,129 shares of VERX stock, worth $49.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,272,129
Previous 1,791,929 29.01%
Holding current value
$49.9 Million
Previous $69 Million 1.65%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
262
Shares Held
71M
Call Options Held
2.88M
Put Options Held
9.6K
View Full List

About Vertex, Inc.

VERX Quotes by TradingView
  • Ticker VERX
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 48,432,500
  • Market Cap $1.9B
  • 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...
More about VERX
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