Generalist · New York, NY
JPMorgan Chase
Q2 2017 · compared with Q1 2017
Filed as Jpmorgan Chase & CO
- Software
- $13.7B
- Weight of 13F
- 3.4%
- Names
- 92
- Net bought
- −$551M
Filed 9 August 2017 · SEC filing.
4,048 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
- MicrosoftMSFT89,606,850 shares · 45.0% of their software · price +$275M$6.2B−$298M
- AdobeADBE12,446,362 shares · 12.8% of their software · price +$141M$1.8B−$172M
- ServiceNowNOW5,523,764 shares · 4.3% of their software · price +$102M$586M−$66.7M
- Automatic Data Processing, Inc.ADP5,223,282 shares · 3.9% of their software$535M−$17.1M
- WEX Inc.WEX3,524,870 shares · 2.7% of their software · price +$2.7M$368M+$72.6M
- OracleORCL7,206,808 shares · 2.6% of their software · price +$39.9M$361M−$82.6M
- SynopsysSNPS4,599,984 shares · 2.4% of their software · price +$3.7M$335M−$20.9M
- SalesforceCRM3,776,135 shares · 2.4% of their software · price +$15.5M$327M−$76.0M
- WorkdayWDAY2,874,984 shares · 2.0% of their software · price +$39.4M$279M−$29.3M
- GuidewireGWRE3,850,326 shares · 1.9% of their software · price +$47.7M$265MFlat
- GoDaddyGDDY6,206,386 shares · 1.9% of their software · price +$28.1M$263M+$14.7M
- Roper Technologies, Inc.ROP908,715 shares · 1.5% of their software · price +$22.8M$210M−$7.0M
- Tyler TechnologiesTYL1,027,797 shares · 1.3% of their software · price +$21.7M$181M+$45.6M
- Palo Alto NetworksPANW1,264,122 shares · 1.2% of their software · price +$26.7M$169M+$22.9M
- VeevaVEEV2,523,966 shares · 1.1% of their software · price +$25.3M$155M−$15.3M
- VeriSign, Inc.VRSN1,334,745 shares · 0.9% of their software · price +$7.8M$124M+$7.0M
- Q2QTWO2,943,396 shares · 0.8% of their software · price +$6.2M$109M+$6.6M
- MorningstarMORN1,303,386 shares · 0.7% of their software$102M−$7.6M
- Manhattan AssociatesMANH1,774,595 shares · 0.6% of their software · price −$7.1M$85.3M+$17.0M
- Strategy IncMSTR436,911 shares · 0.6% of their software · price +$1.7M$83.7M+$9.5M
- FactSetFDS500,148 shares · 0.6% of their software · price +$635K$83.1M+$5.4M
- Paychex, Inc.PAYX1,451,778 shares · 0.6% of their software · price −$2.8M$82.7M+$26.5M
- BlackbaudBLKB918,865 shares · 0.6% of their software · price +$8.3M$78.8M+$4.0M
- Fiserv, Inc.FISV618,501 shares · 0.6% of their software · price +$4.3M$75.7M+$18.3M
- ProgressPRGS1,833,297 shares · 0.4% of their software · price +$3.4M$56.6M+$10.4M
- CadenceCDNS1,571,874 shares · 0.4% of their software · price +$3.3M$52.6M+$35.5M
- Check PointCHKP467,485 shares · 0.4% of their software · price +$3.0M$51.0M+$41.9M
- Fair IsaacFICO323,288 shares · 0.3% of their software · price +$3.4M$45.1M−$4.2M
- InterDigital, Inc.IDCC570,544 shares · 0.3% of their software · price −$5.1M$44.1M+$11.6M
- RingCentralRNG1,189,075 shares · 0.3% of their software · price +$9.8M$43.5M−$1.5M
- PaycomPAYC598,098 shares · 0.3% of their software · price +$6.5M$40.9M−$905K
- IntuitINTU286,688 shares · 0.3% of their software · price +$4.8M$38.1M−$25.9M
- The Trade DeskTTD671,016 shares · 0.2% of their software · price +$8.6M$33.6M−$1.4M
- BroadridgeBR432,358 shares · 0.2% of their software · price +$3.3M$32.7M−$3.6M
- AutodeskADSK323,413 shares · 0.2% of their software · price +$4.6M$32.6M−$7.4M
- NutanixNTNX1,611,835 shares · 0.2% of their software · price +$2.2M$32.5M+$13.7M
- ShopifySHOP371,521 shares · 0.2% of their software · price +$7.0M$32.3M−$13.7M
- NetApp, Inc.NTAP652,113 shares · 0.2% of their software · price −$1.2M$26.1M−$62.7M
- HubSpotHUBS391,430 shares · 0.2% of their software · price +$2.0M$25.7M−$4.8M
- Block, Inc.XYZ1,092,499 shares · 0.2% of their software · price +$6.8M$25.6M−$8.5M
- BoxBOX1,366,608 shares · 0.2% of their software · price +$2.6M$24.9M+$21.6M
- Amdocs LimitedDOX376,396 shares · 0.2% of their software · price +$1.3M$24.3M−$3.3M
- OktaOKTA958,608 shares · 0.2% of their software$21.9MNew · +$21.9M
- TwilioTWLO671,324 shares · 0.1% of their software$19.5M+$14.6M
- F5, Inc.FFIV136,356 shares · 0.1% of their software · price −$2.1M$17.3M−$6.5M
- CoStarCSGP62,495 shares · 0.1% of their software · price +$3.5M$16.5M−$43.5M
- Euronet Worldwide, Inc.EEFT179,160 shares · 0.1% of their software$15.7M−$1.9M
- CommvaultCVLT267,053 shares · 0.1% of their software · price +$1.5M$15.1M−$575K
- Upbound Group, Inc.UPBD1,229,142 shares · 0.1% of their software · price +$3.5M$14.4M+$10.0M
- FortinetFTNT340,985 shares · 0.1% of their software$12.8M+$2.5M
- SAPSAP121,513 shares · 0.1% of their software · price +$790K$12.7MFlat
- SS&CSSNC318,182 shares · 0.1% of their software · price +$958K$12.2M+$1.5M
- TrimbleTRMB301,320 shares · 0.1% of their software · price +$1.1M$10.7M+$792K
- TeradataTDC319,477 shares · 0.1% of their software · price −$521K$9.4M+$5.9M
- ACI WorldwideACIW418,767 shares · 0.1% of their software$9.4MFlat
- OpenTextOTEX283,563 shares · 0.1% of their software · price −$700K$8.9M+$1.6M
- AppianAPPN457,473 shares · 0.1% of their software$8.3MNew · +$8.3M
- VeriskVRSK98,229 shares · 0.1% of their software$8.3M−$6.4M
- ePlus inc.PLUS91,500 shares · 0.0% of their software · price −$5.6M$6.8M+$507K
- EVERTEC, Inc.EVTC369,803 shares · 0.0% of their software · price +$518K$6.4M−$1.0M
- AkamaiAKAM121,401 shares · 0.0% of their software · price −$1.2M$6.0M−$7.6M
- QualysQLYS142,480 shares · 0.0% of their software$5.8M−$1.3M
- Donnelley Financial Solutions, Inc.DFIN220,600 shares · 0.0% of their software · price +$810K$5.1M+$2.0M
- PTCPTC83,147 shares · 0.0% of their software$4.6M−$618K
- NICENICE56,395 shares · 0.0% of their software · price +$606K$4.4M−$1.7M
- YextYEXT316,750 shares · 0.0% of their software$4.2MNew · +$4.2M
- DescartesDSGX157,544 shares · 0.0% of their software$3.8M+$2.7M
- PegasystemsPEGA63,697 shares · 0.0% of their software · price +$924K$3.7M+$2.6M
- Five9FIVN153,418 shares · 0.0% of their software · price +$776K$3.3MFlat
- WorkivaWK158,336 shares · 0.0% of their software · price +$538K$3.0M+$2.2M
- VaronisVRNS51,286 shares · 0.0% of their software$1.9M−$5.2M
- Radware Ltd.RDWR92,463 shares · 0.0% of their software$1.6M+$823K
- Sabre CorporationSABR71,772 shares · 0.0% of their software$1.6M−$2.7M
- BlackLineBL36,550 shares · 0.0% of their software$1.3MFlat
- A10 Networks, Inc.ATEN132,663 shares · 0.0% of their software$1.1M−$1.3M
- SPS CommerceSPSC17,041 shares · 0.0% of their software$1.1M−$667K
- 8x8EGHT65,301 shares · 0.0% of their software$951K—
- DHI Group, Inc.DHX326,225 shares · 0.0% of their software$930KFlat
- Rapid7RPD46,759 shares · 0.0% of their software$787KFlat
- WixWIX7,471 shares · 0.0% of their software$520KFlat
- BlackBerry LimitedBB9,710 shares · 0.0% of their software$97KFlat
- Tucows Inc.TCX1,643 shares · 0.0% of their software$88KNew · Flat
- Materialise NVMTLS5,859 shares · 0.0% of their software$70KFlat
- Agilysys, Inc.AGYS6,226 shares · 0.0% of their software$63KFlat
- PDF Solutions, Inc.PDFS3,390 shares · 0.0% of their software$56K−$531K
- Immersion CorporationIMMR4,022 shares · 0.0% of their software$37KFlat
- PaylocityPCTY668 shares · 0.0% of their software$30KFlat
- NetScout Systems, Inc.NTCT786 shares · 0.0% of their software$27KFlat
- Lesaka Technologies, Inc.LSAK2,183 shares · 0.0% of their software$22KNew · Flat
- Daily Journal CorporationDJCO62 shares · 0.0% of their software$13KFlat
- Allot Ltd.ALLT2,000 shares · 0.0% of their software$10KFlat
- PAR Technology CorporationPAR100 shares · 0.0% of their software$1KNew · Flat