JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

VERX — Vertex, Inc.

Top Portfolio Positions

4,161 positions · $1,220,817,124,272 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	447,798,884	$78,096,125,362	6.40%
AAPL	Apple Inc. Technology	231,622,141	$58,783,383,151	4.82%
MSFT	Microsoft Corp Technology	127,128,999	$47,059,341,549	3.85%
AMZN	Amazon Com Inc Consumer Cyclical	168,937,577	$35,184,629,150	2.88%
SPY	Spdr S&P 500 ETF Trust	45,790,886	$29,779,644,796	2.44%
META	Meta Platforms, Inc. Communication Services	50,180,811	$28,709,947,385	2.35%
AVGO	Broadcom Inc. Technology	91,782,808	$28,407,696,893	2.33%
MCD	Mcdonalds Corp Consumer Cyclical	74,571,258	$23,176,001,260	1.90%
NEE	Nextera Energy Inc Utilities	221,191,561	$20,544,272,176	1.68%
GOOGL	Alphabet Inc. Communication Services	70,925,551	$20,395,351,436	1.67%

25 quarters · across all stocks

23 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	2025-11-26
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 13F history on record for this holder in this stock.