Generalist · New York, NY
JPMorgan Chase
Q2 2018 · compared with Q1 2018
Filed as Jpmorgan Chase & CO
- Software
- $21.4B
- Weight of 13F
- 4.8%
- Names
- 111
- Net bought
- +$1.0B
Filed 14 August 2018 · SEC filing.
4,518 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
- MicrosoftMSFT86,514,270 shares · 39.9% of their software · price +$635M$8.5B+$263M
- SalesforceCRM15,907,088 shares · 10.1% of their software · price +$320M$2.2B+$993M
- AdobeADBE6,247,524 shares · 7.1% of their software · price +$173M$1.5B−$409M
- ServiceNowNOW5,319,230 shares · 4.3% of their software · price +$37.3M$917M+$75.8M
- OracleORCL19,559,527 shares · 4.0% of their software · price −$33.1M$862M−$378M
- Palo Alto NetworksPANW1,980,823 shares · 1.9% of their software · price +$47.4M$407M−$24.0M
- Automatic Data Processing, Inc.ADP2,806,905 shares · 1.8% of their software · price +$58.0M$377M+$17.9M
- Ribbon Communications Inc.RBBN50,412,745 shares · 1.7% of their software · price +$102M$359MFlat
- GoDaddyGDDY5,011,686 shares · 1.7% of their software · price +$46.0M$354M−$10.0M
- Block, Inc.XYZ5,589,042 shares · 1.6% of their software · price +$69.5M$345M+$48.4M
- IntuitINTU1,590,404 shares · 1.5% of their software · price +$49.2M$325M+$38.9M
- Roper Technologies, Inc.ROP1,114,673 shares · 1.4% of their software · price −$5.3M$308M+$27.3M
- GuidewireGWRE3,121,223 shares · 1.3% of their software · price +$24.8M$277M−$14.9M
- WEX Inc.WEX1,447,192 shares · 1.3% of their software · price +$49.0M$276M−$58.4M
- Fiserv, Inc.FISV3,708,946 shares · 1.3% of their software · price +$10.3M$275M+$106M
- WorkdayWDAY2,168,435 shares · 1.2% of their software · price −$13.0M$263M−$106M
- Tyler TechnologiesTYL1,182,346 shares · 1.2% of their software · price +$13.2M$263M+$14.0M
- SynopsysSNPS3,035,173 shares · 1.2% of their software · price +$7.1M$260M+$6.7M
- VeevaVEEV2,385,412 shares · 0.9% of their software · price +$9.2M$183M+$2.1M
- AkamaiAKAM2,485,247 shares · 0.9% of their software · price +$5.6M$182M+$146M
- PaycomPAYC1,567,690 shares · 0.7% of their software · price −$13.4M$155M+$48.0M
- AutodeskADSK1,165,517 shares · 0.7% of their software · price +$6.4M$153M+$10.2M
- Q2QTWO2,494,813 shares · 0.7% of their software · price +$28.7M$142M−$16.4M
- NutanixNTNX2,466,866 shares · 0.6% of their software · price +$6.1M$127M+$6.3M
- ShopifySHOP858,253 shares · 0.6% of their software · price +$18.3M$125M+$14.3M
- NetApp, Inc.NTAP1,540,193 shares · 0.6% of their software · price +$25.9M$121M−$123M
- CoStarCSGP275,554 shares · 0.5% of their software · price +$13.8M$114M+$95.9M
- VeriSign, Inc.VRSN793,360 shares · 0.5% of their software · price +$15.0M$109M−$27.9M
- BlackbaudBLKB1,023,000 shares · 0.5% of their software · price +$655K$105M+$1.7M
- FactSetFDS515,355 shares · 0.5% of their software · price −$680K$102M+$17.1M
- OktaOKTA1,909,560 shares · 0.4% of their software · price +$20.1M$96.2M−$4.2M
- Manhattan AssociatesMANH1,946,039 shares · 0.4% of their software · price +$10.0M$91.5M−$908K
- HubSpotHUBS688,790 shares · 0.4% of their software · price +$11.8M$86.4M+$7.3M
- MorningstarMORN647,787 shares · 0.4% of their software · price +$21.2M$83.1M−$19.4M
- NetScout Systems, Inc.NTCT2,686,503 shares · 0.4% of their software · price +$9.0M$79.8M+$56.2M
- BroadridgeBR689,196 shares · 0.4% of their software · price +$3.7M$79.3M+$23.4M
- F5, Inc.FFIV446,634 shares · 0.4% of their software · price +$12.4M$77.0M+$37.1M
- TeradataTDC1,786,303 shares · 0.3% of their software · price +$857K$71.7M+$43.6M
- Fair IsaacFICO369,809 shares · 0.3% of their software · price +$8.9M$71.5M+$15.5M
- FortinetFTNT1,128,558 shares · 0.3% of their software · price +$10.0M$70.5M+$21.4M
- DocuSignDOCU1,310,054 shares · 0.3% of their software$69.4MNew · +$69.4M
- RingCentralRNG933,275 shares · 0.3% of their software · price +$6.4M$65.7M+$8.0M
- Strategy IncMSTR480,334 shares · 0.3% of their software · price −$596K$61.4M+$8.4M
- Paychex, Inc.PAYX863,529 shares · 0.3% of their software · price +$5.8M$59.0M+$4.6M
- ZscalerZS1,418,414 shares · 0.2% of their software · price +$10.9M$50.7M+$22.3M
- BoxBOX1,712,934 shares · 0.2% of their software · price +$7.6M$42.8M+$1.9M
- ProgressPRGS1,022,581 shares · 0.2% of their software$39.7M−$18.5M
- SAPSAP320,298 shares · 0.2% of their software · price +$3.4M$37.0M−$2.1M
- SS&CSSNC653,204 shares · 0.2% of their software · price −$1.1M$33.9M+$3.2M
- InterDigital, Inc.IDCC381,953 shares · 0.1% of their software · price +$2.8M$30.9M−$1.6M
- VeriskVRSK283,867 shares · 0.1% of their software · price +$1.0M$30.6M+$17.7M
- TwilioTWLO441,418 shares · 0.1% of their software · price +$7.9M$24.7M+$13.7M
- Check PointCHKP248,448 shares · 0.1% of their software$24.3M+$13.9M
- DomoDOMO820,150 shares · 0.1% of their software$22.4MNew
- Upbound Group, Inc.UPBD1,453,759 shares · 0.1% of their software · price +$8.9M$21.4MFlat
- TrimbleTRMB583,530 shares · 0.1% of their software · price −$1.8M$19.2M+$2.0M
- PTCPTC201,770 shares · 0.1% of their software · price +$3.2M$18.9M+$4.7M
- QualysQLYS215,296 shares · 0.1% of their software · price +$2.5M$18.2M−$1.2M
- Sabre CorporationSABR623,043 shares · 0.1% of their software · price +$2.0M$15.4M+$6.9M
- DropboxDBX470,989 shares · 0.1% of their software · price +$551K$15.3M−$10.1M
- Amdocs LimitedDOX201,127 shares · 0.1% of their software$13.3M−$9.2M
- CadenceCDNS292,447 shares · 0.1% of their software · price +$1.9M$12.7M−$5.9M
- EVERTEC, Inc.EVTC550,114 shares · 0.1% of their software · price +$3.0M$12.0M+$5.4M
- ACI WorldwideACIW443,398 shares · 0.1% of their software$10.9M+$3.2M
- YextYEXT525,875 shares · 0.0% of their software · price +$3.5M$10.2M+$6.6M
- ePlus inc.PLUS104,738 shares · 0.0% of their software · price +$1.7M$9.9M+$745K
- CommvaultCVLT147,852 shares · 0.0% of their software · price +$1.3M$9.7M−$2.7M
- PegasystemsPEGA163,611 shares · 0.0% of their software · price −$957K$9.0M+$9.0M
- Alarm.com Holdings, Inc.ALRM175,409 shares · 0.0% of their software$7.1M+$3.2M
- Five9FIVN197,813 shares · 0.0% of their software · price +$946K$6.8M+$1.2M
- Radware Ltd.RDWR263,050 shares · 0.0% of their software · price +$1.0M$6.7MFlat
- OneSpan Inc.OSPN274,270 shares · 0.0% of their software · price +$1.8M$5.4MNew · +$3.6M
- VaronisVRNS69,894 shares · 0.0% of their software · price +$979K$5.2M+$858K
- MongoDBMDB93,333 shares · 0.0% of their software · price +$581K$4.6M+$1.1M
- Rapid7RPD141,090 shares · 0.0% of their software$4.0M−$704K
- A10 Networks, Inc.ATEN624,275 shares · 0.0% of their software$3.9M+$2.1M
- OpenTextOTEX103,587 shares · 0.0% of their software$3.6MFlat
- SPS CommerceSPSC45,534 shares · 0.0% of their software$3.3M+$1.5M
- NICENICE31,971 shares · 0.0% of their software$3.3M−$3.9M
- Ooma, Inc.OOMA230,782 shares · 0.0% of their software · price +$750K$3.3MFlat
- Euronet Worldwide, Inc.EEFT36,879 shares · 0.0% of their software$3.1MFlat
- Donnelley Financial Solutions, Inc.DFIN148,173 shares · 0.0% of their software$2.6M+$2.1M
- DescartesDSGX67,823 shares · 0.0% of their software$2.2M−$7.0M
- WorkivaWK88,105 shares · 0.0% of their software$2.2M−$3.7M
- 8x8EGHT94,423 shares · 0.0% of their software$1.9M—
- PagSeguro Digital Ltd.PAGS42,290 shares · 0.0% of their software$1.2M+$1.4M
- SoundThinking, Inc.SSTI28,208 shares · 0.0% of their software$1.1MNew · +$748K
- Bandwidth Inc.BAND28,036 shares · 0.0% of their software$1.1MNew · +$916K
- The Trade DeskTTD9,390 shares · 0.0% of their software$881K−$48.9M
- Mitek Systems, Inc.MITK97,112 shares · 0.0% of their software$864K+$671K
- PaylocityPCTY11,414 shares · 0.0% of their software$672KFlat
- Lesaka Technologies, Inc.LSAK67,479 shares · 0.0% of their software$613KFlat
- Agilysys, Inc.AGYS39,088 shares · 0.0% of their software$606KFlat
- BlackLineBL11,882 shares · 0.0% of their software$516KFlat
- Calix, Inc.CALX59,778 shares · 0.0% of their software$466KFlat
- Simulations PlusSLP17,530 shares · 0.0% of their software$390KFlat
- AppFolioAPPF2,997 shares · 0.0% of their software$183KFlat
- DHI Group, Inc.DHX70,639 shares · 0.0% of their software$166KFlat
- BlackBerry LimitedBB14,838 shares · 0.0% of their software$143KFlat
- Tucows Inc.TCX1,932 shares · 0.0% of their software$117KFlat
- Immersion CorporationIMMR6,756 shares · 0.0% of their software$104KFlat
- WixWIX1,004 shares · 0.0% of their software$101KFlat
- PDF Solutions, Inc.PDFS8,142 shares · 0.0% of their software$97KFlat
- AppianAPPN1,607 shares · 0.0% of their software$58K−$2.9M
- eGain CorporationEGAN3,589 shares · 0.0% of their software$54KFlat
- Daily Journal CorporationDJCO228 shares · 0.0% of their software$52KFlat
- PAR Technology CorporationPAR2,311 shares · 0.0% of their software$41KNew · Flat
- Asure Software, Inc.ASUR2,006 shares · 0.0% of their software$32KNew · Flat
- Veritone, Inc.VERI1,452 shares · 0.0% of their software$24KFlat
- ReposiTrak, Inc.TRAK2,704 shares · 0.0% of their software$21KFlat
- Rimini Street, Inc.RMNI1,985 shares · 0.0% of their software$13KNew · Flat