Generalist · New York, NY
JPMorgan Chase
Q4 2016 · compared with Q3 2016
Filed as Jpmorgan Chase & CO
- Software
- $12.0B
- Weight of 13F
- 3.1%
- Names
- 90
- Net bought
- −$654M
Filed 6 February 2017 · SEC filing.
4,200 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026296 names$106B—
- Q1 20265 names$78.6M—
- Q4 2025291 names$141B+$12.2B
- Q3 2025281 names$169B+$3.5B
- Q2 2025273 names$158B+$2.6B
- Q1 2025268 names$121B+$11.3B
- Q4 2024268 names$125B+$707M
- Q3 2024267 names$121B+$4.2B
- Q2 2024263 names$116B−$1.0B
- Q1 2024252 names$115B+$5.9B
- Q4 2023248 names$99.2B+$4.9B
- Q3 2023240 names$78.3B+$2.8B
- Q2 2023228 names$78.9B+$8.0B
- Q1 2023217 names$60.8B+$3.6B
- Q4 2022215 names$45.4B+$2.7B
- Q3 2022212 names$41.7B+$2.6B
- Q2 2022211 names$43.3B+$8.4B
- Q1 2022209 names$51.3B+$2.5B
- Q4 2021205 names$56.7B+$2.8B
- Q3 2021202 names$49.5B−$2.1B
- Q2 2021179 names$50.5B+$7.3B
- Q1 2021166 names$42.8B+$949M
- Q4 2020159 names$41.6B−$190M
- Q3 2020155 names$35.9B−$48.2M
- Q2 2020144 names$33.2B−$889M
- Q1 2020137 names$25.4B−$1.4B
- Q4 2019135 names$28.6B−$2.0B
- Q3 2019133 names$28.2B−$1.4B
- Q2 2019127 names$29.6B+$946M
- Q1 2019122 names$26.4B+$233M
- Q4 2018122 names$21.5B−$140M
- Q3 2018116 names$25.1B+$497M
- Q2 2018111 names$21.4B+$1.0B
- Q1 2018107 names$18.4B+$195M
- Q4 2017103 names$16.8B+$697M
- Q3 201793 names$14.3B−$257M
- Q2 201792 names$13.7B−$551M
- Q1 201790 names$13.4B+$156M
- Q4 201690 names$12.0B−$654M
- Q3 201684 names$12.6B−$718M
- Q2 201684 names$12.2B—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- MicrosoftMSFT92,546,322 shares · 47.9% of their software · price +$420M$5.8B−$352M
- AdobeADBE15,033,060 shares · 12.9% of their software · price −$84.0M$1.5BFlat
- ServiceNowNOW7,093,428 shares · 4.4% of their software · price −$34.1M$528M+$22.7M
- Automatic Data Processing, Inc.ADP4,344,938 shares · 3.7% of their software · price +$63.3M$447M−$13.3M
- SynopsysSNPS5,885,545 shares · 2.9% of their software · price −$2.9M$346M−$30.2M
- OracleORCL8,537,121 shares · 2.7% of their software · price −$7.1M$328M−$69.6M
- SalesforceCRM4,308,605 shares · 2.5% of their software · price −$12.4M$295M−$176M
- WorkdayWDAY3,827,413 shares · 2.1% of their software · price −$98.0M$253M+$26.6M
- GoDaddyGDDY6,845,470 shares · 2.0% of their software · price +$2.9M$239M−$5.6M
- WEX Inc.WEX1,836,213 shares · 1.7% of their software · price +$6.4M$205M+$49.0M
- Roper Technologies, Inc.ROP1,059,673 shares · 1.6% of their software · price +$646K$195M+$3.8M
- GuidewireGWRE3,727,331 shares · 1.5% of their software · price −$39.7M$184M+$24.2M
- Palo Alto NetworksPANW1,120,064 shares · 1.2% of their software · price −$38.4M$140M−$32.9M
- CoStarCSGP669,043 shares · 1.0% of their software · price −$18.8M$126M−$32.5M
- VeriSign, Inc.VRSN1,515,878 shares · 1.0% of their software · price −$3.3M$116M−$106M
- VeevaVEEV2,774,893 shares · 0.9% of their software · price −$1.6M$113M−$43.3M
- Tyler TechnologiesTYL682,273 shares · 0.8% of their software · price −$19.4M$97.4M+$43.1M
- MorningstarMORN1,279,725 shares · 0.8% of their software · price −$7.3M$94.1M+$24.7M
- Q2QTWO2,533,061 shares · 0.6% of their software$73.1M+$16.2M
- FactSetFDS420,361 shares · 0.6% of their software · price +$559K$68.7M+$18.6M
- NetApp, Inc.NTAP1,881,545 shares · 0.6% of their software · price −$1.0M$66.4M+$51.8M
- BlackbaudBLKB812,881 shares · 0.4% of their software · price −$1.9M$52.0M+$37.3M
- Strategy IncMSTR241,801 shares · 0.4% of their software · price +$7.2M$47.7M−$1.8M
- Fair IsaacFICO359,166 shares · 0.4% of their software · price −$1.9M$42.8M+$11.2M
- InterDigital, Inc.IDCC466,806 shares · 0.4% of their software · price +$5.7M$42.6M+$9.2M
- F5, Inc.FFIV239,636 shares · 0.3% of their software · price +$4.8M$34.7M+$2.9M
- ShopifySHOP731,611 shares · 0.3% of their software$31.4M−$5.5M
- RingCentralRNG1,488,908 shares · 0.3% of their software · price −$4.6M$30.7M+$1.5M
- AkamaiAKAM433,758 shares · 0.2% of their software · price +$5.9M$28.9M+$18.0M
- Amdocs LimitedDOX488,662 shares · 0.2% of their software$28.5M−$5.5M
- NutanixNTNX1,031,846 shares · 0.2% of their software · price −$10.8M$27.4M+$8.2M
- Upbound Group, Inc.UPBD2,387,924 shares · 0.2% of their software · price −$3.3M$26.9M+$5.8M
- BroadridgeBR383,711 shares · 0.2% of their software · price −$572K$25.4M−$8.7M
- FortinetFTNT833,896 shares · 0.2% of their software · price −$5.7M$25.1M+$2.9M
- HubSpotHUBS516,839 shares · 0.2% of their software · price −$5.5M$24.3MFlat
- PaycomPAYC500,428 shares · 0.2% of their software · price −$2.3M$22.8M+$1.3M
- Fiserv, Inc.FISV212,292 shares · 0.2% of their software · price +$1.4M$22.6M−$6.4M
- ProgressPRGS691,587 shares · 0.2% of their software · price +$3.3M$22.1M+$8.3M
- Manhattan AssociatesMANH400,660 shares · 0.2% of their software · price −$1.8M$21.2M+$10.4M
- IntuitINTU149,844 shares · 0.1% of their software · price +$689K$17.2M−$27.0M
- PTCPTC338,764 shares · 0.1% of their software · price +$664K$15.7M−$668K
- Paychex, Inc.PAYX241,956 shares · 0.1% of their software · price +$728K$14.7M+$7.0M
- The Trade DeskTTD531,504 shares · 0.1% of their software · price −$819K$14.7M−$4.8M
- Euronet Worldwide, Inc.EEFT198,303 shares · 0.1% of their software · price −$1.9M$14.4M+$552K
- SAPSAP155,679 shares · 0.1% of their software · price −$775K$13.5M+$1.4M
- CommvaultCVLT259,927 shares · 0.1% of their software$13.4M+$12.3M
- A10 Networks, Inc.ATEN1,337,699 shares · 0.1% of their software · price −$3.2M$11.1M−$1.6M
- TeradataTDC393,315 shares · 0.1% of their software · price −$1.5M$10.7M−$1.1M
- VeriskVRSK124,653 shares · 0.1% of their software$10.1M+$5.7M
- CadenceCDNS384,919 shares · 0.1% of their software$9.7M−$14.7M
- TrimbleTRMB270,700 shares · 0.1% of their software$8.2M+$2.6M
- EVERTEC, Inc.EVTC414,709 shares · 0.1% of their software$7.4M+$1.8M
- SS&CSSNC246,147 shares · 0.1% of their software · price −$874K$7.0M+$3.2M
- ACI WorldwideACIW387,288 shares · 0.1% of their software$7.0M+$1.3M
- QualysQLYS217,601 shares · 0.1% of their software · price −$1.4M$6.9M+$3.8M
- VaronisVRNS251,334 shares · 0.1% of their software · price −$829K$6.7MFlat
- OpenTextOTEX106,605 shares · 0.1% of their software$6.6M−$776K
- Check PointCHKP77,585 shares · 0.1% of their software · price +$531K$6.6MFlat
- 8x8EGHT379,895 shares · 0.0% of their software$5.4M—
- AutodeskADSK68,379 shares · 0.0% of their software$5.1M−$12.5M
- Sabre CorporationSABR192,182 shares · 0.0% of their software · price −$621K$4.8M−$75.8M
- Five9FIVN287,944 shares · 0.0% of their software$4.1MFlat
- Donnelley Financial Solutions, Inc.DFIN148,375 shares · 0.0% of their software · price −$893K$3.4MNew · +$4.3M
- NetScout Systems, Inc.NTCT88,798 shares · 0.0% of their software$2.8MFlat
- SPS CommerceSPSC37,897 shares · 0.0% of their software$2.6M+$1.7M
- Alarm.com Holdings, Inc.ALRM81,483 shares · 0.0% of their software$2.3MFlat
- ePlus inc.PLUS18,937 shares · 0.0% of their software$2.2M−$930K
- Block, Inc.XYZ135,455 shares · 0.0% of their software$1.8M−$61.3M
- PaylocityPCTY60,374 shares · 0.0% of their software · price −$872K$1.8M+$2.7M
- NICENICE26,325 shares · 0.0% of their software$1.8MFlat
- DHI Group, Inc.DHX239,699 shares · 0.0% of their software$1.5MFlat
- BlackLineBL46,116 shares · 0.0% of their software$1.3MNew · +$1.3M
- PegasystemsPEGA34,672 shares · 0.0% of their software$1.2M−$5.6M
- PDF Solutions, Inc.PDFS43,500 shares · 0.0% of their software$980KFlat
- BoxBOX51,582 shares · 0.0% of their software$715KFlat
- Radware Ltd.RDWR33,435 shares · 0.0% of their software$487KFlat
- WorkivaWK32,115 shares · 0.0% of their software$438KNew · +$582K
- Agilysys, Inc.AGYS42,173 shares · 0.0% of their software$437KFlat
- Mitek Systems, Inc.MITK66,319 shares · 0.0% of their software$408KNew · +$550K
- Calix, Inc.CALX44,729 shares · 0.0% of their software$344KNew · Flat
- Daily Journal CorporationDJCO902 shares · 0.0% of their software$218KNew · Flat
- ReposiTrak, Inc.TRAK16,769 shares · 0.0% of their software$213KNew · Flat
- Rapid7RPD15,998 shares · 0.0% of their software$195K−$2.0M
- TwilioTWLO4,705 shares · 0.0% of their software$136K−$853K
- WixWIX2,970 shares · 0.0% of their software$133K−$1.6M
- DescartesDSGX4,761 shares · 0.0% of their software$102KFlat
- Asure Software, Inc.ASUR4,500 shares · 0.0% of their software$38KNew · Flat
- BlackBerry LimitedBB5,135 shares · 0.0% of their software$35KFlat
- Immersion CorporationIMMR1,614 shares · 0.0% of their software$17KFlat
- AppFolioAPPF323 shares · 0.0% of their software$8KNew · Flat