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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Vertrix Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
21,084
Value
$6.90M
% of portfolio
2.3%
Quarters held
2
Since Q1 2026
Holdings of JPM by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,084$6.90M2.3%+98+0.5%AddedHolders
Q1 202620,986$6.17M2.3%–No prior filingHolders