JPMorgan Chase & Co. 13D and 13G filings for Vertex, Inc.:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Shares have been adjusted for stock splits.
| Reported DateTime | Transaction Date | Type | Company Symbol | Filed By Symbol | Shares Owned % Owned | Shares Vs. Prev Report | View |
| 2023-12-07 2:45 pm Sale | 2023-11-30 | 13G | Vertex, Inc. VERX | JPMORGAN CHASE & CO JPM | 2,145,857 3.500% | -423,215 (-16.47%) | Filing |
| 2023-01-27 12:22 pm Sale | 2022-12-30 | 13G | Vertex, Inc. VERX | JPMORGAN CHASE & CO JPM | 2,569,072 5.200% | -49,044 (-1.87%) | Filing |
| 2022-01-18 12:59 pm Sale | 2021-12-31 | 13G | Vertex, Inc. VERX | JPMORGAN CHASE & CO JPM | 2,618,116 6.400% | -189,209 (-6.74%) | Filing |
| 2021-06-08 10:43 am Purchase | 2021-05-31 | 13G | Vertex, Inc. VERX | JPMORGAN CHASE & CO JPM | 2,807,325 10.200% | 1,084,811 (+62.98%) | Filing |
| 2021-01-19 10:45 am Purchase | 2020-12-31 | 13G | Vertex, Inc. VERX | JPMORGAN CHASE & CO JPM | 1,722,514 6.700% | 1,722,514 (New Position) | Filing |