Generalist · New York, NY
JPMorgan Chase
Q1 2017 · compared with Q4 2016
Filed as Jpmorgan Chase & CO
- Software
- $13.4B
- Weight of 13F
- 3.4%
- Names
- 90
- Net bought
- +$156M
Filed 10 May 2017 · SEC filing.
4,159 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
- MicrosoftMSFT94,128,546 shares · 46.2% of their software · price +$350M$6.2B+$98.3M
- AdobeADBE13,769,121 shares · 13.4% of their software · price +$374M$1.8B−$130M
- Automatic Data Processing, Inc.ADP5,390,329 shares · 4.1% of their software · price −$2.1M$552M+$107M
- ServiceNowNOW6,286,194 shares · 4.1% of their software · price +$82.5M$550M−$60.0M
- OracleORCL9,057,627 shares · 3.0% of their software · price +$55.8M$404M+$20.0M
- SalesforceCRM4,697,252 shares · 2.9% of their software · price +$65.9M$387M+$26.6M
- SynopsysSNPS4,890,386 shares · 2.6% of their software · price +$64.9M$353M−$58.6M
- WEX Inc.WEX2,823,182 shares · 2.2% of their software · price −$22.9M$292M+$110M
- WorkdayWDAY3,226,241 shares · 2.0% of their software · price +$55.5M$269M−$39.7M
- GoDaddyGDDY5,818,655 shares · 1.6% of their software · price +$17.2M$221M−$35.9M
- GuidewireGWRE3,875,527 shares · 1.6% of their software · price +$27.1M$218M+$7.3M
- Roper Technologies, Inc.ROP942,704 shares · 1.5% of their software · price +$22.1M$195M−$21.4M
- VeevaVEEV2,822,218 shares · 1.1% of their software · price +$29.9M$145M+$1.9M
- Palo Alto NetworksPANW1,060,907 shares · 0.9% of their software · price −$13.1M$120M−$7.4M
- Tyler TechnologiesTYL732,980 shares · 0.8% of their software · price +$8.6M$113M+$7.2M
- MorningstarMORN1,399,708 shares · 0.8% of their software · price +$7.1M$110M+$8.8M
- VeriSign, Inc.VRSN1,254,374 shares · 0.8% of their software · price +$13.8M$109M−$19.9M
- Q2QTWO2,753,225 shares · 0.7% of their software · price +$16.5M$96.0M+$6.4M
- NetApp, Inc.NTAP2,150,744 shares · 0.7% of their software · price +$14.2M$90.0M+$9.5M
- FactSetFDS467,406 shares · 0.6% of their software · price +$692K$77.1M+$7.7M
- Manhattan AssociatesMANH1,447,225 shares · 0.6% of their software · price −$1.4M$75.3M+$55.5M
- Strategy IncMSTR386,119 shares · 0.5% of their software · price −$3.7M$72.5M+$28.5M
- BlackbaudBLKB867,118 shares · 0.5% of their software · price +$11.0M$66.5M+$3.5M
- IntuitINTU509,617 shares · 0.4% of their software · price +$703K$59.1M+$41.2M
- Paychex, Inc.PAYX1,001,929 shares · 0.4% of their software · price −$2.0M$59.0M+$46.3M
- CoStarCSGP272,447 shares · 0.4% of their software · price +$5.1M$56.5M−$74.8M
- Fiserv, Inc.FISV459,649 shares · 0.4% of their software · price +$4.2M$53.0M+$26.3M
- Fair IsaacFICO355,952 shares · 0.3% of their software · price +$3.5M$45.9MFlat
- ProgressPRGS1,474,493 shares · 0.3% of their software · price −$4.2M$42.8M+$25.0M
- ShopifySHOP572,125 shares · 0.3% of their software · price +$14.4M$39.0M−$6.8M
- InterDigital, Inc.IDCC436,572 shares · 0.3% of their software · price −$2.2M$37.7M−$2.8M
- AutodeskADSK408,769 shares · 0.3% of their software · price +$5.1M$35.3M+$25.2M
- PaycomPAYC613,836 shares · 0.3% of their software · price +$7.4M$35.3M+$5.2M
- RingCentralRNG1,243,684 shares · 0.3% of their software · price +$9.6M$35.2M−$5.1M
- BroadridgeBR485,103 shares · 0.2% of their software · price +$800K$33.0M+$6.7M
- HubSpotHUBS471,000 shares · 0.2% of their software · price +$6.4M$28.5M−$2.2M
- Block, Inc.XYZ1,583,898 shares · 0.2% of their software · price +$5.8M$27.4M+$19.7M
- The Trade DeskTTD709,520 shares · 0.2% of their software · price +$6.8M$26.4M+$4.9M
- Amdocs LimitedDOX431,253 shares · 0.2% of their software · price +$1.2M$26.3M−$3.3M
- F5, Inc.FFIV182,180 shares · 0.2% of their software$26.0M−$8.3M
- Euronet Worldwide, Inc.EEFT201,326 shares · 0.1% of their software · price +$2.6M$17.2MFlat
- NutanixNTNX882,128 shares · 0.1% of their software · price −$6.9M$16.6M−$4.0M
- AkamaiAKAM248,780 shares · 0.1% of their software · price −$1.7M$14.9M−$12.3M
- VeriskVRSK177,492 shares · 0.1% of their software$14.4M+$4.3M
- CommvaultCVLT278,371 shares · 0.1% of their software$14.1M+$948K
- CadenceCDNS439,728 shares · 0.1% of their software · price +$2.7M$13.8M+$1.4M
- SAPSAP122,885 shares · 0.1% of their software · price +$1.4M$12.1M−$2.8M
- ePlus inc.PLUS87,744 shares · 0.1% of their software · price +$1.7M$11.8M+$7.9M
- FortinetFTNT276,085 shares · 0.1% of their software · price +$2.3M$10.6M−$16.8M
- SS&CSSNC276,206 shares · 0.1% of their software · price +$1.9M$9.8M+$860K
- ACI WorldwideACIW420,552 shares · 0.1% of their software · price +$1.4M$9.0M+$604K
- TrimbleTRMB276,586 shares · 0.1% of their software · price +$514K$8.9MFlat
- OpenTextOTEX237,580 shares · 0.1% of their software · price −$6.6M$8.1M+$8.1M
- EVERTEC, Inc.EVTC435,014 shares · 0.1% of their software · price −$805K$6.9MFlat
- VaronisVRNS214,887 shares · 0.1% of their software · price +$1.1M$6.8M−$977K
- QualysQLYS177,592 shares · 0.1% of their software · price +$1.1M$6.7M−$1.3M
- Check PointCHKP58,925 shares · 0.0% of their software · price +$1.1M$6.0M−$1.6M
- NICENICE81,355 shares · 0.0% of their software$5.5M+$3.8M
- PTCPTC94,907 shares · 0.0% of their software · price +$596K$5.0M−$11.3M
- TwilioTWLO166,464 shares · 0.0% of their software$4.8M+$4.7M
- 8x8EGHT285,183 shares · 0.0% of their software$4.3M—
- Sabre CorporationSABR200,309 shares · 0.0% of their software · price −$753K$4.2MFlat
- TeradataTDC130,350 shares · 0.0% of their software · price +$515K$4.1M−$7.1M
- Alarm.com Holdings, Inc.ALRM118,927 shares · 0.0% of their software$3.7M+$1.0M
- Five9FIVN179,256 shares · 0.0% of their software$3.0M−$1.5M
- A10 Networks, Inc.ATEN278,710 shares · 0.0% of their software$2.6M−$8.8M
- Donnelley Financial Solutions, Inc.DFIN115,720 shares · 0.0% of their software$2.2M−$750K
- SPS CommerceSPSC28,453 shares · 0.0% of their software$1.7M−$660K
- BlackLineBL45,222 shares · 0.0% of their software$1.3MFlat
- DHI Group, Inc.DHX312,236 shares · 0.0% of their software · price −$718K$1.2MFlat
- DescartesDSGX40,109 shares · 0.0% of their software$918K+$756K
- Upbound Group, Inc.UPBD100,357 shares · 0.0% of their software$890K−$25.7M
- BoxBOX43,509 shares · 0.0% of their software$710KFlat
- Radware Ltd.RDWR41,508 shares · 0.0% of their software$671KFlat
- PDF Solutions, Inc.PDFS26,865 shares · 0.0% of their software$608KFlat
- Rapid7RPD39,171 shares · 0.0% of their software$586KFlat
- Agilysys, Inc.AGYS28,376 shares · 0.0% of their software$268KFlat
- WorkivaWK15,741 shares · 0.0% of their software$246KFlat
- PegasystemsPEGA3,694 shares · 0.0% of their software$162K−$1.1M
- Daily Journal CorporationDJCO741 shares · 0.0% of their software$159KFlat
- WixWIX1,558 shares · 0.0% of their software$106KSplit
- Mitek Systems, Inc.MITK11,976 shares · 0.0% of their software$80KFlat
- Calix, Inc.CALX10,548 shares · 0.0% of their software$76KFlat
- BlackBerry LimitedBB7,560 shares · 0.0% of their software$59KFlat
- NetScout Systems, Inc.NTCT674 shares · 0.0% of their software$26K−$2.8M
- Immersion CorporationIMMR1,614 shares · 0.0% of their software$14KFlat
- Materialise NVMTLS1,300 shares · 0.0% of their software$12KNew · Flat
- ReposiTrak, Inc.TRAK971 shares · 0.0% of their software$12KFlat
- PaylocityPCTY260 shares · 0.0% of their software$10K−$1.8M
- Allot Ltd.ALLT200 shares · 0.0% of their software$1KNew · Flat