JPMORGAN CHASE & CO

Position in VERX — Vertex, Inc.

CIK 19617 NEW YORK, NY

Back to VERX Full portfolio

Position in VERX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$29,021,941

-$11,061,265 QoQ

Shares Held

2,528,044

-25.0% QoQ

Ownership

1.56%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 226 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in VERX Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

JPMORGAN CHASE & CO holds $20,052,266,511 across 153 Software - Application names. VERX ranks #47 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	7,865,907	$2,952,232,205
2	SNOW	Snowflake Inc.	9,218,816	$2,346,188,666
3	SHOP	Shopify Inc.	15,220,724	$1,737,902,256
4	CRM	Salesforce, Inc.	10,440,961	$1,635,680,940
5	NOW	ServiceNow, Inc.	13,949,279	$1,384,884,410
6	INTU	Intuit Inc.	4,808,487	$1,255,015,107
7	DDOG	Datadog, Inc.	4,451,836	$1,159,080,013
8	ADSK	Autodesk, Inc.	5,023,243	$976,618,891

All Filings in VERX

Export CSV

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,021,941	2,528,044	-25.0%	Shares	Other	2026-08-12
2026-03-31	$40,083,206	3,371,170	+96.0%	Shares	Defined	2026-05-13
2025-12-31	$34,339,930	1,719,576	-4.2%	Shares	Defined	2026-02-11
2025-09-30	$44,474,992	1,794,070	+12.2%	Shares	Other	2025-11-07
2025-06-30	$56,495,892	1,598,865	-1.3%	Shares	Other	2025-08-12
2025-03-31	$56,694,489	1,619,380	+27.3%	Shares	Defined	2025-05-12
2024-12-31	$67,868,080	1,272,129	-29.0%	Shares	Defined	2025-02-12
2024-09-30	$69,007,182	1,791,929	-10.7%	Shares	Defined	2024-12-26
2024-06-30	$72,357,537	2,007,144	-3.2%	Shares	Defined	2024-12-26
2024-03-31	$65,858,201	2,073,621	-5.4%	Shares	Defined	2024-12-26
2023-12-31	$59,055,576	2,192,115	-6.6%	Shares	Defined	2024-12-26
2023-09-30	$54,200,291	2,346,333	-0.5%	Shares	Defined	2023-11-14
2023-06-30	$45,991,587	2,358,543	-1.3%	Shares	Defined	2023-08-11
2023-03-31	$49,435,898	2,389,362	-7.0%	Shares	Defined	2023-05-18
2022-12-31	$37,277,611	2,569,098	+1.0%	Shares	Defined	2023-02-13
2022-09-30	$34,779,294	2,544,206	-3.0%	Shares	Defined	2022-11-14
2022-06-30	$29,707,190	2,621,994	+0.5%	Shares	Defined	2022-08-11
2022-03-31	$40,001,717	2,607,674	-0.4%	Shares	Defined	2022-05-11
2021-12-31	$41,549,912	2,618,142	-5.3%	Shares	Defined	2022-02-11
2021-09-30	$53,152,255	2,765,466	-0.1%	Shares	Defined	2021-11-12
2021-06-30	$60,754,053	2,769,100	+50.2%	Shares	Defined	2021-08-12
2021-03-31	$40,510,369	1,843,056	+7.0%	Shares	Defined	2021-05-12
2020-12-31	$60,029,612	1,722,514	+191.6%	Shares	Defined	2021-02-19
2020-09-30	$13,586,353	590,711	—	Shares	Defined	2020-11-12
No filing history on record for this holder in this stock.