Generalist · New York, NY
JPMorgan Chase
Q4 2018 · compared with Q3 2018
Filed as Jpmorgan Chase & CO
- Software
- $21.5B
- Weight of 13F
- 5.4%
- Names
- 122
- Net bought
- −$140M
Filed 11 February 2019 · SEC filing.
4,605 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
- MicrosoftMSFT88,585,547 shares · 41.8% of their software · price −$1.1B$9.0B−$131M
- SalesforceCRM17,166,602 shares · 10.9% of their software · price −$379M$2.4B+$79.0M
- Automatic Data Processing, Inc.ADP8,337,999 shares · 5.1% of their software · price −$163M$1.1B−$45.5M
- ServiceNowNOW5,540,998 shares · 4.6% of their software · price −$97.4M$987M+$55.3M
- AdobeADBE4,025,741 shares · 4.2% of their software · price −$176M$911M−$142M
- OracleORCL12,569,273 shares · 2.6% of their software · price −$80.6M$568M−$73.1M
- Fiserv, Inc.FISV5,109,682 shares · 1.7% of their software · price −$45.4M$376M+$149M
- Palo Alto NetworksPANW1,837,898 shares · 1.6% of their software · price −$67.8M$346M−$43.7M
- Roper Technologies, Inc.ROP1,290,856 shares · 1.6% of their software · price −$38.3M$344M+$12.4M
- VeevaVEEV3,784,721 shares · 1.6% of their software · price −$74.0M$338M+$154M
- SynopsysSNPS3,759,457 shares · 1.5% of their software · price −$54.0M$317M+$62.5M
- GoDaddyGDDY4,542,038 shares · 1.4% of their software · price −$80.7M$298M+$4.0M
- IntuitINTU1,477,957 shares · 1.4% of their software · price −$45.2M$291M+$97.8M
- Block, Inc.XYZ4,370,895 shares · 1.1% of their software · price −$188M$245M−$23.1M
- Ribbon Communications Inc.RBBN50,261,632 shares · 1.1% of their software · price −$101M$242MFlat
- ShopifySHOP1,539,318 shares · 1.0% of their software · price −$40.0M$213M+$45.5M
- CoStarCSGP559,187 shares · 0.9% of their software · price −$46.7M$189M+$34.0M
- AutodeskADSK1,432,082 shares · 0.9% of their software · price −$39.4M$184M+$12.3M
- Fair IsaacFICO983,859 shares · 0.9% of their software · price −$40.9M$184M+$155M
- Tyler TechnologiesTYL957,528 shares · 0.8% of their software · price −$56.7M$178M−$71.3M
- WorkdayWDAY1,101,893 shares · 0.8% of their software · price +$15.1M$176M−$49.7M
- OktaOKTA2,298,789 shares · 0.7% of their software · price −$15.1M$147M+$19.4M
- PaycomPAYC1,182,244 shares · 0.7% of their software · price −$39.0M$145M−$17.0M
- DocuSignDOCU3,503,892 shares · 0.7% of their software · price −$43.8M$140M+$9.0M
- The Trade DeskTTD1,209,925 shares · 0.7% of their software · price −$42.2M$140M+$80.2M
- NutanixNTNX2,880,089 shares · 0.6% of their software · price −$3.3M$120M+$17.0M
- WEX Inc.WEX829,899 shares · 0.5% of their software · price −$50.4M$116M−$121M
- VeriskVRSK976,964 shares · 0.5% of their software · price −$11.2M$107M−$2.2M
- TwilioTWLO1,182,936 shares · 0.5% of their software · price +$3.6M$106M+$48.0M
- AkamaiAKAM1,687,113 shares · 0.5% of their software · price −$20.4M$103M−$63.2M
- GuidewireGWRE1,283,460 shares · 0.5% of their software · price −$26.7M$103M−$66.9M
- Q2QTWO2,043,980 shares · 0.5% of their software · price −$22.5M$101M−$33.8M
- FactSetFDS478,918 shares · 0.4% of their software · price −$11.3M$95.8M+$3.7M
- NetApp, Inc.NTAP1,581,471 shares · 0.4% of their software · price −$41.5M$94.4M+$2.1M
- RingCentralRNG1,085,528 shares · 0.4% of their software · price −$11.5M$89.5M+$8.6M
- HubSpotHUBS674,929 shares · 0.4% of their software · price −$17.0M$84.9M+$4.8M
- F5, Inc.FFIV431,925 shares · 0.3% of their software · price −$16.1M$70.0M−$36.2M
- MorningstarMORN636,469 shares · 0.3% of their software · price −$10.2M$69.9M+$6.2M
- BlackbaudBLKB984,131 shares · 0.3% of their software · price −$38.0M$61.9M−$1.3M
- FortinetFTNT776,082 shares · 0.3% of their software · price −$16.9M$54.7M−$39.4M
- ElasticESTC732,334 shares · 0.2% of their software$52.3MNew · +$52.3M
- WixWIX566,920 shares · 0.2% of their software · price −$16.6M$51.2M+$49.6M
- SAPSAP427,042 shares · 0.2% of their software · price −$10.0M$42.5M+$8.2M
- Sabre CorporationSABR1,713,858 shares · 0.2% of their software · price −$7.6M$37.1M−$8.8M
- Check PointCHKP348,771 shares · 0.2% of their software · price −$5.2M$35.8M+$8.8M
- NetScout Systems, Inc.NTCT1,297,233 shares · 0.1% of their software · price −$2.1M$30.7M−$24.8M
- Strategy IncMSTR222,753 shares · 0.1% of their software · price −$2.9M$28.5M−$47.2M
- ACI WorldwideACIW998,727 shares · 0.1% of their software$27.6M+$18.7M
- MongoDBMDB321,785 shares · 0.1% of their software · price +$705K$26.9M+$8.4M
- SS&CSSNC594,789 shares · 0.1% of their software · price −$7.0M$26.8M+$4.6M
- ProgressPRGS749,364 shares · 0.1% of their software$26.6M−$8.5M
- ZscalerZS671,919 shares · 0.1% of their software · price −$1.1M$26.3M−$39.9M
- VeriSign, Inc.VRSN169,882 shares · 0.1% of their software · price −$2.0M$25.2M−$32.1M
- Paychex, Inc.PAYX354,903 shares · 0.1% of their software · price −$3.0M$23.1M−$16.5M
- CommvaultCVLT330,362 shares · 0.1% of their software · price −$3.6M$19.5MFlat
- OpenTextOTEX498,985 shares · 0.1% of their software · price −$2.7M$16.3M+$4.1M
- CadenceCDNS361,636 shares · 0.1% of their software · price −$665K$15.7M−$1.4M
- BroadridgeBR158,549 shares · 0.1% of their software · price −$5.7M$15.3M−$43.6M
- PagSeguro Digital Ltd.PAGS740,768 shares · 0.1% of their software · price −$6.6M$13.9M+$13.5M
- NICENICE125,891 shares · 0.1% of their software · price −$788K$13.6M+$10.7M
- DropboxDBX577,803 shares · 0.1% of their software · price −$3.7M$11.8M−$3.0M
- PTCPTC117,441 shares · 0.0% of their software · price −$2.7M$9.7M−$9.5M
- ePlus inc.PLUS136,644 shares · 0.0% of their software · price −$2.9M$9.7M+$2.9M
- Euronet Worldwide, Inc.EEFT91,950 shares · 0.0% of their software$9.4M+$4.7M
- TrimbleTRMB277,593 shares · 0.0% of their software · price −$2.9M$9.1M−$5.2M
- SPS CommerceSPSC110,785 shares · 0.0% of their software · price −$1.9M$9.1M−$12.1M
- Immersion CorporationIMMR977,200 shares · 0.0% of their software · price −$1.6M$8.8M+$2.2M
- EVERTEC, Inc.EVTC274,860 shares · 0.0% of their software · price +$1.3M$7.9M−$992K
- Donnelley Financial Solutions, Inc.DFIN531,161 shares · 0.0% of their software · price −$2.1M$7.5MFlat
- Amdocs LimitedDOX119,895 shares · 0.0% of their software · price −$887K$7.0M+$838K
- Five9FIVN160,346 shares · 0.0% of their software$7.0M−$4.3M
- InterDigital, Inc.IDCC102,029 shares · 0.0% of their software · price −$1.4M$6.8M−$23.7M
- DomoDOMO331,218 shares · 0.0% of their software$6.5M—
- Manhattan AssociatesMANH151,693 shares · 0.0% of their software · price −$1.9M$6.4M−$95.9M
- TeradataTDC162,818 shares · 0.0% of their software$6.2M−$24.1M
- QualysQLYS80,539 shares · 0.0% of their software · price −$1.2M$6.0M−$4.2M
- BlackBerry LimitedBB787,452 shares · 0.0% of their software · price −$3.4M$5.6M+$3.0M
- Rapid7RPD136,535 shares · 0.0% of their software · price −$786K$4.3M−$1.1M
- Ooma, Inc.OOMA302,225 shares · 0.0% of their software · price −$822K$4.2MFlat
- Radware Ltd.RDWR161,607 shares · 0.0% of their software · price −$608K$3.7M−$1.5M
- BoxBOX159,756 shares · 0.0% of their software · price −$1.1M$2.7M−$527K
- A10 Networks, Inc.ATEN423,383 shares · 0.0% of their software$2.6M−$1.2M
- OneSpan Inc.OSPN187,359 shares · 0.0% of their software · price −$1.1M$2.4M−$2.3M
- LiveRamp Holdings, Inc.RAMP60,967 shares · 0.0% of their software · price −$657K$2.4MNew · +$3.0M
- VaronisVRNS37,216 shares · 0.0% of their software · price −$757K$2.0M−$1.2M
- SoundThinking, Inc.SSTI58,392 shares · 0.0% of their software · price −$1.8M$1.8M+$505K
- 8x8EGHT95,900 shares · 0.0% of their software$1.7M—
- Alarm.com Holdings, Inc.ALRM29,339 shares · 0.0% of their software$1.5M−$1.4M
- Mitek Systems, Inc.MITK129,996 shares · 0.0% of their software$1.4M+$863K
- PaylocityPCTY22,079 shares · 0.0% of their software$1.3M+$646K
- Xunlei LimitedXNET329,575 shares · 0.0% of their software · price −$1.3M$1.1MNew · +$2.4M
- Asure Software, Inc.ASUR179,345 shares · 0.0% of their software · price −$1.3M$911K+$1.7M
- AppianAPPN29,936 shares · 0.0% of their software$800KFlat
- BlackLineBL14,391 shares · 0.0% of their software$589KFlat
- Agilysys, Inc.AGYS39,244 shares · 0.0% of their software$563KFlat
- Bandwidth Inc.BAND11,999 shares · 0.0% of their software$489K−$1.1M
- YextYEXT24,276 shares · 0.0% of their software$361KFlat
- StoneCo Ltd.STNE18,750 shares · 0.0% of their software$346KNew · Flat
- Upbound Group, Inc.UPBD20,637 shares · 0.0% of their software$334K−$21.9M
- Allot Ltd.ALLT48,043 shares · 0.0% of their software$292KFlat
- AppFolioAPPF4,895 shares · 0.0% of their software$290K−$984K
- Digital TurbineAPPS151,968 shares · 0.0% of their software$278KFlat
- WorkivaWK7,277 shares · 0.0% of their software$261KFlat
- PegasystemsPEGA4,680 shares · 0.0% of their software$225K−$1.8M
- Tucows Inc.TCX2,430 shares · 0.0% of their software$146KFlat
- Endava plcDAVA5,775 shares · 0.0% of their software$140KNew · Flat
- Calix, Inc.CALX13,946 shares · 0.0% of their software$136KFlat
- Lesaka Technologies, Inc.LSAK26,576 shares · 0.0% of their software$125KNew · Flat
- DescartesDSGX4,309 shares · 0.0% of their software$114K−$863K
- DHI Group, Inc.DHX67,814 shares · 0.0% of their software$103KFlat
- Priority Technology Holdings, Inc.PRTH12,000 shares · 0.0% of their software$96KFlat
- Daily Journal CorporationDJCO348 shares · 0.0% of their software$81KFlat
- TenableTENB3,217 shares · 0.0% of their software$71KFlat
- PAR Technology CorporationPAR2,907 shares · 0.0% of their software$63KFlat
- Simulations PlusSLP3,158 shares · 0.0% of their software$62KFlat
- PDF Solutions, Inc.PDFS7,072 shares · 0.0% of their software$60KFlat
- i3 Verticals, Inc.IIIV1,972 shares · 0.0% of their software$48KFlat
- NetSol Technologies, Inc.NTWK6,524 shares · 0.0% of their software$40KNew · Flat
- eGain CorporationEGAN4,514 shares · 0.0% of their software$30KFlat
- ReposiTrak, Inc.TRAK3,401 shares · 0.0% of their software$20KFlat
- Rimini Street, Inc.RMNI2,646 shares · 0.0% of their software$14KFlat
- Veritone, Inc.VERI2,169 shares · 0.0% of their software$8KFlat