Generalist · New York, NY
JPMorgan Chase
Q3 2017 · compared with Q2 2017
Filed as Jpmorgan Chase & CO
- Software
- $14.3B
- Weight of 13F
- 3.4%
- Names
- 93
- Net bought
- −$257M
Filed 9 November 2017 · SEC filing.
4,042 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
- MicrosoftMSFT88,610,873 shares · 45.8% of their software · price +$493M$6.5B−$68.7M
- AdobeADBE11,731,095 shares · 12.0% of their software · price +$90.8M$1.7B−$101M
- ServiceNowNOW5,640,401 shares · 4.6% of their software · price +$65.0M$658M+$12.4M
- SalesforceCRM5,017,319 shares · 3.2% of their software · price +$34.2M$465M+$107M
- WEX Inc.WEX3,993,322 shares · 3.2% of their software · price +$31.7M$453M+$48.8M
- OracleORCL7,713,193 shares · 2.6% of their software · price −$13.8M$371M+$25.4M
- SynopsysSNPS4,295,449 shares · 2.4% of their software · price +$32.6M$343M−$22.2M
- WorkdayWDAY2,934,041 shares · 2.1% of their software · price +$24.6M$299M+$5.7M
- Automatic Data Processing, Inc.ADP2,537,409 shares · 1.9% of their software · price +$17.4M$277M−$275M
- GuidewireGWRE3,368,115 shares · 1.8% of their software · price +$30.8M$260M−$33.1M
- GoDaddyGDDY5,586,111 shares · 1.7% of their software · price +$6.1M$242M−$26.3M
- Roper Technologies, Inc.ROP887,935 shares · 1.5% of their software · price +$10.5M$215M−$4.8M
- CoStarCSGP699,773 shares · 1.3% of their software · price +$3.3M$186M+$168M
- Palo Alto NetworksPANW1,290,967 shares · 1.3% of their software · price +$13.3M$182M+$3.6M
- Tyler TechnologiesTYL1,025,466 shares · 1.2% of their software · price −$1.4M$178MFlat
- VeevaVEEV2,451,950 shares · 1.0% of their software · price −$12.0M$138M−$4.4M
- Q2QTWO2,856,634 shares · 0.8% of their software · price +$13.4M$117M−$3.2M
- FactSetFDS497,210 shares · 0.6% of their software · price +$6.9M$89.0MFlat
- PaycomPAYC1,172,756 shares · 0.6% of their software · price +$7.7M$87.7M+$39.3M
- MorningstarMORN1,011,762 shares · 0.6% of their software · price +$6.7M$85.9M−$22.8M
- BlackbaudBLKB945,845 shares · 0.6% of their software · price +$1.9M$82.4M+$2.3M
- Manhattan AssociatesMANH1,841,197 shares · 0.5% of their software · price −$11.9M$77.9M+$3.2M
- Fiserv, Inc.FISV561,338 shares · 0.5% of their software · price +$3.7M$72.0M−$7.0M
- VeriSign, Inc.VRSN658,979 shares · 0.5% of their software · price +$8.9M$69.6M−$62.8M
- Block, Inc.XYZ2,146,413 shares · 0.4% of their software · price +$11.5M$61.2M+$24.7M
- AutodeskADSK543,125 shares · 0.4% of their software · price +$6.2M$60.5M+$22.2M
- IntuitINTU416,222 shares · 0.4% of their software · price +$3.9M$59.2M+$17.2M
- ProgressPRGS1,560,289 shares · 0.4% of their software · price +$11.4M$58.8M−$8.4M
- The Trade DeskTTD936,406 shares · 0.4% of their software · price +$10.7M$54.6M+$13.3M
- Strategy IncMSTR404,758 shares · 0.4% of their software · price −$25.9M$51.7M−$6.2M
- Check PointCHKP455,946 shares · 0.4% of their software · price +$2.3M$51.2M−$1.3M
- RingCentralRNG1,216,115 shares · 0.3% of their software · price +$6.3M$48.8M+$988K
- NutanixNTNX1,854,498 shares · 0.3% of their software · price +$4.2M$41.6M+$4.9M
- HubSpotHUBS505,034 shares · 0.3% of their software · price +$9.2M$41.4M+$7.5M
- Fair IsaacFICO290,362 shares · 0.3% of their software$41.1M−$4.6M
- BroadridgeBR503,464 shares · 0.3% of their software · price +$2.6M$40.6M+$5.4M
- CadenceCDNS1,003,877 shares · 0.3% of their software · price +$6.0M$39.2M−$19.0M
- Paychex, Inc.PAYX594,723 shares · 0.3% of their software · price +$1.8M$35.8M−$48.8M
- InterDigital, Inc.IDCC426,142 shares · 0.2% of their software · price −$1.5M$31.9M−$11.2M
- ShopifySHOP258,748 shares · 0.2% of their software · price +$7.7M$30.1M−$9.8M
- OktaOKTA1,010,369 shares · 0.2% of their software · price +$5.5M$29.3M+$1.2M
- NetApp, Inc.NTAP633,057 shares · 0.2% of their software · price +$2.3M$27.8M−$763K
- Amdocs LimitedDOX317,753 shares · 0.1% of their software$20.4M−$3.8M
- Upbound Group, Inc.UPBD1,418,648 shares · 0.1% of their software$16.4M+$2.2M
- FortinetFTNT443,180 shares · 0.1% of their software · price −$709K$15.9M+$3.8M
- F5, Inc.FFIV121,925 shares · 0.1% of their software · price −$793K$14.8M−$1.8M
- SS&CSSNC369,067 shares · 0.1% of their software · price +$642K$14.7M+$2.0M
- AppianAPPN585,018 shares · 0.1% of their software · price +$6.0M$14.7M+$2.3M
- TrimbleTRMB370,304 shares · 0.1% of their software · price +$1.3M$14.6M+$2.5M
- Euronet Worldwide, Inc.EEFT153,072 shares · 0.1% of their software · price +$1.1M$14.4M−$2.3M
- CommvaultCVLT235,359 shares · 0.1% of their software · price +$1.0M$14.4M−$1.8M
- VeriskVRSK160,795 shares · 0.1% of their software$13.3M+$5.3M
- BoxBOX692,290 shares · 0.1% of their software · price +$748K$13.0M−$12.3M
- SAPSAP97,344 shares · 0.1% of their software$10.6M−$2.5M
- ACI WorldwideACIW414,575 shares · 0.1% of their software$9.5MFlat
- ePlus inc.PLUS96,494 shares · 0.1% of their software · price +$1.8M$9.0MFlat
- NICENICE104,143 shares · 0.1% of their software$8.3M+$3.8M
- QualysQLYS156,019 shares · 0.1% of their software · price +$1.7M$8.2M+$552K
- AkamaiAKAM162,505 shares · 0.1% of their software$7.7M+$2.0M
- OpenTextOTEX237,380 shares · 0.1% of their software$7.6M−$1.5M
- TwilioTWLO212,645 shares · 0.0% of their software$6.3M−$13.4M
- DescartesDSGX197,576 shares · 0.0% of their software · price +$593K$5.4M+$975K
- PTCPTC83,924 shares · 0.0% of their software$4.7MFlat
- Five9FIVN151,003 shares · 0.0% of their software$3.5MFlat
- Alarm.com Holdings, Inc.ALRM72,570 shares · 0.0% of their software · price +$548K$3.3MNew · +$2.7M
- NetScout Systems, Inc.NTCT94,126 shares · 0.0% of their software$3.1M+$3.2M
- WorkivaWK138,575 shares · 0.0% of their software$2.9MFlat
- EVERTEC, Inc.EVTC160,444 shares · 0.0% of their software$2.5M−$3.6M
- PegasystemsPEGA40,565 shares · 0.0% of their software$2.3M−$1.3M
- Radware Ltd.RDWR127,234 shares · 0.0% of their software$2.1M+$610K
- AppFolioAPPF40,079 shares · 0.0% of their software · price +$615K$1.9MNew · +$1.3M
- SPS CommerceSPSC27,368 shares · 0.0% of their software$1.6M+$658K
- VaronisVRNS35,245 shares · 0.0% of their software$1.5M−$597K
- Rapid7RPD83,074 shares · 0.0% of their software$1.5M+$611K
- A10 Networks, Inc.ATEN180,354 shares · 0.0% of their software$1.2MFlat
- Sabre CorporationSABR65,126 shares · 0.0% of their software$1.2MFlat
- TeradataTDC33,395 shares · 0.0% of their software$1.1M−$8.4M
- 8x8EGHT80,925 shares · 0.0% of their software$1.1M—
- DHI Group, Inc.DHX282,086 shares · 0.0% of their software$719KFlat
- WixWIX8,705 shares · 0.0% of their software$615KFlat
- Donnelley Financial Solutions, Inc.DFIN19,009 shares · 0.0% of their software$406K−$4.6M
- Xunlei LimitedXNET70,147 shares · 0.0% of their software$300KNew · Flat
- Lesaka Technologies, Inc.LSAK27,603 shares · 0.0% of their software$269KFlat
- BlackBerry LimitedBB16,193 shares · 0.0% of their software$169KFlat
- Mitek Systems, Inc.MITK13,326 shares · 0.0% of their software$129KNew · Flat
- BlackLineBL3,700 shares · 0.0% of their software$127K−$1.2M
- Digital TurbineAPPS47,480 shares · 0.0% of their software$69KNew · Flat
- PDF Solutions, Inc.PDFS3,360 shares · 0.0% of their software$51KFlat
- Materialise NVMTLS2,254 shares · 0.0% of their software$31KFlat
- PAR Technology CorporationPAR3,124 shares · 0.0% of their software$31KFlat
- Ooma, Inc.OOMA2,685 shares · 0.0% of their software$29KNew · Flat
- PaylocityPCTY260 shares · 0.0% of their software$12KFlat
- Agilysys, Inc.AGYS865 shares · 0.0% of their software$10KFlat