Generalist · New York, NY
JPMorgan Chase
Q4 2017 · compared with Q3 2017
Filed as Jpmorgan Chase & CO
- Software
- $16.8B
- Weight of 13F
- 3.8%
- Names
- 103
- Net bought
- +$697M
Filed 13 February 2018 · SEC filing.
4,425 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
- MicrosoftMSFT93,177,744 shares · 47.5% of their software · price +$1.0B$8.0B+$340M
- AdobeADBE8,986,716 shares · 9.4% of their software · price +$234M$1.6B−$409M
- ServiceNowNOW5,153,981 shares · 4.0% of their software · price +$66.3M$672M−$57.2M
- OracleORCL12,476,556 shares · 3.5% of their software · price −$13.3M$590M+$230M
- WEX Inc.WEX3,753,393 shares · 3.2% of their software · price +$109M$530M−$26.9M
- SalesforceCRM4,737,433 shares · 2.9% of their software · price +$41.7M$484M−$26.1M
- Ribbon Communications Inc.RBBN50,579,553 shares · 2.3% of their software · price +$4.0M$391MNew · +$387M
- WorkdayWDAY3,644,383 shares · 2.2% of their software · price −$13.3M$371M+$74.9M
- Automatic Data Processing, Inc.ADP2,832,821 shares · 2.0% of their software · price +$22.3M$332M+$32.3M
- GoDaddyGDDY4,984,535 shares · 1.5% of their software · price +$33.7M$251M−$26.2M
- GuidewireGWRE3,372,791 shares · 1.5% of their software · price −$12.1M$250MFlat
- SynopsysSNPS2,907,089 shares · 1.5% of their software · price +$13.7M$248M−$112M
- Roper Technologies, Inc.ROP943,344 shares · 1.5% of their software · price +$14.7M$244M+$13.5M
- Tyler TechnologiesTYL1,087,335 shares · 1.1% of their software · price +$3.0M$193M+$10.8M
- Palo Alto NetworksPANW1,308,358 shares · 1.1% of their software · price +$1.1M$190M+$2.5M
- IntuitINTU1,093,167 shares · 1.0% of their software · price +$17.1M$172M+$96.2M
- Block, Inc.XYZ3,949,872 shares · 0.8% of their software · price +$23.1M$137M+$52.0M
- VeriSign, Inc.VRSN1,192,691 shares · 0.8% of their software · price +$9.6M$136M+$56.8M
- VeevaVEEV2,384,956 shares · 0.8% of their software · price −$2.7M$132M−$3.8M
- AutodeskADSK1,201,255 shares · 0.8% of their software · price −$8.9M$126M+$73.9M
- Fiserv, Inc.FISV813,352 shares · 0.6% of their software · price +$1.8M$107M+$32.5M
- PaycomPAYC1,306,993 shares · 0.6% of their software · price +$7.0M$105M+$10.1M
- Q2QTWO2,838,233 shares · 0.6% of their software · price −$13.6M$105MFlat
- Manhattan AssociatesMANH1,877,009 shares · 0.6% of their software · price +$15.0M$93.0M+$1.5M
- BlackbaudBLKB983,140 shares · 0.6% of their software · price +$6.6M$92.9M+$3.3M
- MorningstarMORN885,853 shares · 0.5% of their software · price +$10.6M$85.9M−$10.7M
- FactSetFDS431,499 shares · 0.5% of their software · price +$5.5M$83.2M−$11.8M
- ProgressPRGS1,818,863 shares · 0.5% of their software · price +$8.0M$77.4M+$9.9M
- NutanixNTNX1,809,303 shares · 0.4% of their software · price +$23.3M$63.8M−$1.0M
- BlackLineBL1,856,291 shares · 0.4% of their software · price −$2.5M$60.9M+$63.2M
- ShopifySHOP558,838 shares · 0.3% of their software · price −$8.7M$56.4M+$35.0M
- Strategy IncMSTR415,967 shares · 0.3% of their software · price +$1.5M$54.6M+$1.4M
- CadenceCDNS1,282,701 shares · 0.3% of their software · price +$3.0M$53.6M+$11.0M
- FortinetFTNT1,101,976 shares · 0.3% of their software · price +$8.7M$48.1M+$23.6M
- HubSpotHUBS525,165 shares · 0.3% of their software · price +$2.3M$46.4M+$1.7M
- Fair IsaacFICO296,762 shares · 0.3% of their software · price +$3.8M$45.5M+$899K
- BroadridgeBR455,944 shares · 0.2% of their software · price +$4.5M$41.3M−$3.8M
- The Trade DeskTTD857,570 shares · 0.2% of their software · price −$13.5M$39.2M−$4.8M
- OktaOKTA1,504,050 shares · 0.2% of their software · price −$3.9M$38.5M+$13.9M
- RingCentralRNG789,385 shares · 0.2% of their software · price +$5.2M$38.2M−$17.8M
- InterDigital, Inc.IDCC442,252 shares · 0.2% of their software · price +$1.1M$33.7M+$1.2M
- NetApp, Inc.NTAP600,937 shares · 0.2% of their software · price +$6.9M$33.2M−$1.4M
- AkamaiAKAM470,773 shares · 0.2% of their software · price +$7.7M$30.6M+$15.0M
- TrimbleTRMB573,210 shares · 0.1% of their software · price +$797K$23.3M+$8.0M
- VeriskVRSK242,625 shares · 0.1% of their software · price +$3.1M$23.3M+$6.8M
- Amdocs LimitedDOX316,015 shares · 0.1% of their software$20.7MFlat
- NetScout Systems, Inc.NTCT666,672 shares · 0.1% of their software · price −$1.3M$20.3M+$18.5M
- AppianAPPN638,295 shares · 0.1% of their software · price +$1.9M$20.1M+$1.5M
- Paychex, Inc.PAYX290,540 shares · 0.1% of their software · price +$2.4M$19.8M−$18.2M
- SS&CSSNC479,521 shares · 0.1% of their software$19.4M+$4.4M
- TeradataTDC472,806 shares · 0.1% of their software · price +$2.2M$18.2M+$14.8M
- F5, Inc.FFIV131,579 shares · 0.1% of their software · price +$1.4M$17.3M+$1.2M
- Upbound Group, Inc.UPBD1,320,838 shares · 0.1% of their software · price −$502K$14.7M−$1.1M
- PTCPTC229,802 shares · 0.1% of their software · price +$1.0M$14.0M+$8.2M
- CommvaultCVLT263,179 shares · 0.1% of their software · price −$2.2M$13.8M+$1.7M
- QualysQLYS210,522 shares · 0.1% of their software · price +$1.6M$12.5M+$2.8M
- SAPSAP98,752 shares · 0.1% of their software$11.1MFlat
- ACI WorldwideACIW447,331 shares · 0.1% of their software$10.1M+$746K
- DescartesDSGX328,638 shares · 0.1% of their software$9.3M+$3.6M
- Euronet Worldwide, Inc.EEFT103,220 shares · 0.1% of their software · price −$1.1M$8.7M−$4.7M
- ePlus inc.PLUS95,817 shares · 0.0% of their software · price −$1.7M$7.2MFlat
- NICENICE76,170 shares · 0.0% of their software · price +$807K$7.0M−$2.3M
- Sabre CorporationSABR296,499 shares · 0.0% of their software · price +$712K$6.1M+$4.2M
- Check PointCHKP58,348 shares · 0.0% of their software · price −$607K$6.0M−$45.3M
- WorkivaWK266,957 shares · 0.0% of their software$5.7M+$2.7M
- PegasystemsPEGA96,672 shares · 0.0% of their software · price −$1.0M$4.6M+$3.2M
- MongoDBMDB149,700 shares · 0.0% of their software$4.4MNew · +$4.4M
- VaronisVRNS84,979 shares · 0.0% of their software · price +$565K$4.1M+$2.1M
- Five9FIVN159,412 shares · 0.0% of their software$4.0MFlat
- OpenTextOTEX108,866 shares · 0.0% of their software$3.9M−$4.1M
- Radware Ltd.RDWR186,528 shares · 0.0% of their software$3.6M+$1,000K
- CoStarCSGP11,047 shares · 0.0% of their software$3.3M−$185M
- 8x8EGHT188,085 shares · 0.0% of their software$2.7M—
- Alarm.com Holdings, Inc.ALRM67,604 shares · 0.0% of their software · price −$502K$2.6MFlat
- PaylocityPCTY51,496 shares · 0.0% of their software$2.4M+$2.5M
- Rapid7RPD117,858 shares · 0.0% of their software$2.2M+$612K
- AppFolioAPPF46,676 shares · 0.0% of their software$1.9MFlat
- EVERTEC, Inc.EVTC119,862 shares · 0.0% of their software$1.6M−$643K
- TwilioTWLO65,425 shares · 0.0% of their software$1.5M−$4.4M
- A10 Networks, Inc.ATEN135,403 shares · 0.0% of their software$1.0MFlat
- SPS CommerceSPSC21,130 shares · 0.0% of their software$1.0MFlat
- Lesaka Technologies, Inc.LSAK58,070 shares · 0.0% of their software$690KFlat
- DHI Group, Inc.DHX309,970 shares · 0.0% of their software$589KFlat
- Donnelley Financial Solutions, Inc.DFIN26,323 shares · 0.0% of their software$513KFlat
- Calix, Inc.CALX79,780 shares · 0.0% of their software$475KNew · Flat
- Tucows Inc.TCX5,291 shares · 0.0% of their software$370KNew · Flat
- BoxBOX17,467 shares · 0.0% of their software$369K−$13.0M
- Ooma, Inc.OOMA23,567 shares · 0.0% of their software$282KFlat
- Mitek Systems, Inc.MITK30,879 shares · 0.0% of their software$277KFlat
- eGain CorporationEGAN51,200 shares · 0.0% of their software$269KNew · Flat
- Digital TurbineAPPS121,488 shares · 0.0% of their software$217KFlat
- Asure Software, Inc.ASUR14,646 shares · 0.0% of their software$207KNew · Flat
- BlackBerry LimitedBB17,244 shares · 0.0% of their software$193KFlat
- Simulations PlusSLP11,404 shares · 0.0% of their software$184KNew · Flat
- WixWIX2,744 shares · 0.0% of their software$158KFlat
- PDF Solutions, Inc.PDFS8,880 shares · 0.0% of their software$140KFlat
- YextYEXT8,239 shares · 0.0% of their software$100KNew · Flat
- Agilysys, Inc.AGYS4,513 shares · 0.0% of their software$56KFlat
- Daily Journal CorporationDJCO239 shares · 0.0% of their software$55KNew · Flat
- Immersion CorporationIMMR6,283 shares · 0.0% of their software$44KNew · Flat
- ReposiTrak, Inc.TRAK2,823 shares · 0.0% of their software$27KNew · Flat
- Veritone, Inc.VERI651 shares · 0.0% of their software$15KNew · Flat
- Materialise NVMTLS600 shares · 0.0% of their software$8KFlat