Generalist · New York, NY
JPMorgan Chase
Q1 2019 · compared with Q4 2018
Filed as Jpmorgan Chase & CO
- Software
- $26.4B
- Weight of 13F
- 5.9%
- Names
- 122
- Net bought
- +$233M
Filed 7 May 2019 · SEC filing.
4,579 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
- MicrosoftMSFT91,665,485 shares · 41.0% of their software · price +$1.5B$10.8B+$313M
- SalesforceCRM16,722,142 shares · 10.0% of their software · price +$358M$2.6B−$60.9M
- Automatic Data Processing, Inc.ADP10,539,200 shares · 6.4% of their software · price +$302M$1.7B+$289M
- ServiceNowNOW4,614,669 shares · 4.3% of their software · price +$316M$1.1B−$165M
- OracleORCL16,950,295 shares · 3.5% of their software · price +$145M$910M+$198M
- SynopsysSNPS5,273,032 shares · 2.3% of their software · price +$163M$607M+$128M
- Fiserv, Inc.FISV6,750,417 shares · 2.3% of their software · price +$99.8M$596M+$121M
- AdobeADBE2,103,594 shares · 2.1% of their software · price +$84.7M$561M−$435M
- IntuitINTU2,037,451 shares · 2.0% of their software · price +$132M$533M+$110M
- Roper Technologies, Inc.ROP1,285,869 shares · 1.7% of their software · price +$97.0M$440MFlat
- Palo Alto NetworksPANW1,765,708 shares · 1.6% of their software · price +$96.3M$429M−$13.6M
- VeevaVEEV3,215,491 shares · 1.5% of their software · price +$121M$408M−$50.8M
- Block, Inc.XYZ4,020,192 shares · 1.1% of their software · price +$75.7M$301M−$19.7M
- ShopifySHOP1,395,119 shares · 1.1% of their software · price +$95.1M$288M−$20.0M
- CoStarCSGP581,742 shares · 1.0% of their software · price +$75.1M$271M+$7.6M
- GoDaddyGDDY3,461,377 shares · 1.0% of their software · price +$33.1M$260M−$70.9M
- Ribbon Communications Inc.RBBN50,017,065 shares · 1.0% of their software · price +$16.5M$258MFlat
- The Trade DeskTTD1,290,372 shares · 1.0% of their software · price +$106M$255M+$9.3M
- DocuSignDOCU4,369,543 shares · 0.9% of their software · price +$51.4M$227M+$34.7M
- WEX Inc.WEX1,141,383 shares · 0.8% of their software · price +$59.3M$219M+$43.6M
- AutodeskADSK1,372,125 shares · 0.8% of their software · price +$37.3M$214M−$7.7M
- Fair IsaacFICO725,952 shares · 0.7% of their software · price +$61.4M$197M−$48.2M
- Lyft, Inc.LYFT2,510,596 shares · 0.7% of their software$197MNew · +$197M
- AkamaiAKAM2,572,499 shares · 0.7% of their software · price +$27.3M$184M+$54.1M
- PaycomPAYC920,779 shares · 0.7% of their software · price +$61.4M$174M−$32.0M
- OktaOKTA1,694,975 shares · 0.5% of their software · price +$32.1M$140M−$38.5M
- VeriskVRSK989,288 shares · 0.5% of their software · price +$23.7M$132M+$1.3M
- FactSetFDS506,645 shares · 0.5% of their software · price +$24.4M$126M+$5.5M
- Q2QTWO1,711,407 shares · 0.4% of their software · price +$33.7M$119M−$16.5M
- MongoDBMDB794,387 shares · 0.4% of their software · price +$50.3M$117M+$39.6M
- GuidewireGWRE1,127,419 shares · 0.4% of their software · price +$19.1M$110M−$12.5M
- Tyler TechnologiesTYL518,789 shares · 0.4% of their software · price +$9.6M$106M−$81.5M
- TwilioTWLO713,272 shares · 0.3% of their software · price +$28.4M$92.1M−$41.9M
- HubSpotHUBS522,402 shares · 0.3% of their software · price +$21.1M$86.8M−$19.2M
- MorningstarMORN669,927 shares · 0.3% of their software · price +$10.8M$84.4M+$3.7M
- WixWIX669,734 shares · 0.3% of their software · price +$20.4M$80.9M+$9.3M
- WorkdayWDAY415,406 shares · 0.3% of their software · price +$13.8M$80.1M−$110M
- BlackbaudBLKB975,898 shares · 0.3% of their software · price +$16.4M$77.8MFlat
- ZscalerZS1,084,991 shares · 0.3% of their software · price +$34.4M$77.0M+$16.2M
- Sabre CorporationSABR3,354,878 shares · 0.3% of their software · price −$839K$71.8M+$35.5M
- RingCentralRNG663,900 shares · 0.3% of their software · price +$16.8M$71.6M−$34.8M
- NetApp, Inc.NTAP952,460 shares · 0.3% of their software · price +$9.2M$66.0M−$37.5M
- Check PointCHKP459,586 shares · 0.2% of their software · price +$11.0M$58.1M+$11.4M
- DropboxDBX2,554,029 shares · 0.2% of their software · price +$3.5M$55.7M+$40.4M
- SS&CSSNC831,958 shares · 0.2% of their software · price +$15.5M$53.0M+$10.7M
- ElasticESTC613,602 shares · 0.2% of their software · price +$5.1M$49.0M−$8.5M
- FortinetFTNT537,272 shares · 0.2% of their software · price +$7.3M$45.1M−$16.8M
- ACI WorldwideACIW1,256,533 shares · 0.2% of their software · price +$6.5M$41.3M+$7.1M
- F5, Inc.FFIV262,212 shares · 0.2% of their software · price −$1.3M$41.1M−$27.5M
- ProgressPRGS826,455 shares · 0.1% of their software · price +$7.3M$36.7M+$2.7M
- VeriSign, Inc.VRSN185,469 shares · 0.1% of their software · price +$6.2M$33.7M+$2.3M
- Strategy IncMSTR217,724 shares · 0.1% of their software · price +$3.6M$31.4M−$642K
- Paychex, Inc.PAYX389,769 shares · 0.1% of their software · price +$5.9M$31.3M+$2.3M
- OpenTextOTEX779,628 shares · 0.1% of their software · price +$4.5M$30.0M+$9.1M
- NetScout Systems, Inc.NTCT1,041,462 shares · 0.1% of their software · price +$4.6M$29.2M−$6.0M
- SAPSAP249,455 shares · 0.1% of their software · price +$4.0M$28.8M−$17.7M
- Euronet Worldwide, Inc.EEFT181,617 shares · 0.1% of their software · price +$7.3M$25.9M+$9.2M
- CommvaultCVLT393,028 shares · 0.1% of their software · price +$2.2M$25.4M+$3.7M
- Upbound Group, Inc.UPBD1,166,956 shares · 0.1% of their software · price +$5.5M$24.4M+$18.6M
- CadenceCDNS376,064 shares · 0.1% of their software · price +$7.5M$23.9M+$627K
- BroadridgeBR229,588 shares · 0.1% of their software · price +$1.7M$23.8M+$6.8M
- NICENICE127,440 shares · 0.1% of their software · price +$1.8M$15.6MFlat
- PagSeguro Digital Ltd.PAGS460,016 shares · 0.1% of their software · price +$5.1M$13.7M−$5.3M
- LiveRamp Holdings, Inc.RAMP233,149 shares · 0.0% of their software · price +$3.7M$12.7M+$6.7M
- TrimbleTRMB286,175 shares · 0.0% of their software · price +$2.1M$11.6MFlat
- ePlus inc.PLUS125,240 shares · 0.0% of their software · price +$2.2M$11.1M−$812K
- QualysQLYS133,254 shares · 0.0% of their software · price +$1.1M$11.0M+$3.9M
- InterDigital, Inc.IDCC159,656 shares · 0.0% of their software$10.5M+$3.8M
- PaylocityPCTY114,263 shares · 0.0% of their software · price +$3.3M$10.2M+$5.6M
- Five9FIVN192,586 shares · 0.0% of their software · price +$1.8M$10.2M+$1.4M
- SPS CommerceSPSC94,688 shares · 0.0% of their software · price +$2.2M$10.0M−$1.3M
- TeradataTDC204,971 shares · 0.0% of their software · price +$1.1M$8.9M+$1.6M
- DomoDOMO218,586 shares · 0.0% of their software$8.8M—
- BlackBerry LimitedBB823,090 shares · 0.0% of their software · price +$2.5M$8.3MFlat
- Amdocs LimitedDOX135,495 shares · 0.0% of their software · price −$606K$7.3M+$914K
- PTCPTC76,989 shares · 0.0% of their software · price +$714K$7.1M−$3.4M
- Immersion CorporationIMMR739,868 shares · 0.0% of their software$6.2M−$2.1M
- EVERTEC, Inc.EVTC222,598 shares · 0.0% of their software$6.2M−$1.5M
- Donnelley Financial Solutions, Inc.DFIN402,225 shares · 0.0% of their software$6.0M−$1.8M
- Manhattan AssociatesMANH89,163 shares · 0.0% of their software · price +$1.1M$4.9M−$2.6M
- Bandwidth Inc.BAND69,164 shares · 0.0% of their software · price +$1.8M$4.6M+$2.3M
- Ooma, Inc.OOMA298,424 shares · 0.0% of their software$4.0MFlat
- Rapid7RPD68,572 shares · 0.0% of their software · price +$1.3M$3.5MSplit
- BlackLineBL71,680 shares · 0.0% of their software$3.3M+$2.3M
- Radware Ltd.RDWR121,455 shares · 0.0% of their software$3.2M−$912K
- BoxBOX160,745 shares · 0.0% of their software$3.1MFlat
- Alarm.com Holdings, Inc.ALRM47,800 shares · 0.0% of their software · price +$623K$3.1M+$958K
- OneSpan Inc.OSPN156,307 shares · 0.0% of their software · price +$980K$3.0MFlat
- 8x8EGHT94,160 shares · 0.0% of their software$1.9M—
- Mitek Systems, Inc.MITK150,224 shares · 0.0% of their software$1.8MFlat
- AppianAPPN48,156 shares · 0.0% of their software$1.7MFlat
- TenableTENB46,264 shares · 0.0% of their software$1.5M+$955K
- A10 Networks, Inc.ATEN204,382 shares · 0.0% of their software$1.4M−$1.4M
- YextYEXT65,896 shares · 0.0% of their software$1.4M+$618K
- AppFolioAPPF17,474 shares · 0.0% of their software$1.4M+$745K
- Digital TurbineAPPS284,455 shares · 0.0% of their software$996KFlat
- VaronisVRNS16,032 shares · 0.0% of their software$955K−$1.1M
- WorkivaWK18,581 shares · 0.0% of their software$942KFlat
- Endava plcDAVA31,219 shares · 0.0% of their software$859K+$614K
- Allot Ltd.ALLT92,875 shares · 0.0% of their software$737KFlat
- SoundThinking, Inc.SSTI17,650 shares · 0.0% of their software$681K−$1.3M
- DescartesDSGX10,749 shares · 0.0% of their software$391KFlat
- Asure Software, Inc.ASUR53,144 shares · 0.0% of their software$325K−$641K
- PegasystemsPEGA4,100 shares · 0.0% of their software$267KFlat
- Lesaka Technologies, Inc.LSAK66,071 shares · 0.0% of their software$237KFlat
- International Money Express, Inc.IMXI18,481 shares · 0.0% of their software$215KNew · Flat
- Agilysys, Inc.AGYS9,923 shares · 0.0% of their software$210KFlat
- Tucows Inc.TCX2,321 shares · 0.0% of their software$188KFlat
- NutanixNTNX4,625 shares · 0.0% of their software$174K−$120M
- Simulations PlusSLP6,595 shares · 0.0% of their software$139KFlat
- Calix, Inc.CALX12,739 shares · 0.0% of their software$98KFlat
- PDF Solutions, Inc.PDFS6,754 shares · 0.0% of their software$83KFlat
- Priority Technology Holdings, Inc.PRTH12,000 shares · 0.0% of their software$83KFlat
- PAR Technology CorporationPAR2,777 shares · 0.0% of their software$68KFlat
- Daily Journal CorporationDJCO273 shares · 0.0% of their software$58KFlat
- i3 Verticals, Inc.IIIV2,223 shares · 0.0% of their software$53KFlat
- NetSol Technologies, Inc.NTWK7,634 shares · 0.0% of their software$50KFlat
- eGain CorporationEGAN4,312 shares · 0.0% of their software$45KFlat
- ReposiTrak, Inc.TRAK3,249 shares · 0.0% of their software$26KFlat
- Rimini Street, Inc.RMNI2,526 shares · 0.0% of their software$13KFlat
- Veritone, Inc.VERI2,071 shares · 0.0% of their software$11KFlat
- Red Violet, Inc.RDVT93 shares · 0.0% of their software$1KNew · Flat