Generalist · New York, NY
JPMorgan Chase
Q2 2019 · compared with Q1 2019
Filed as Jpmorgan Chase & CO
- Software
- $29.6B
- Weight of 13F
- 6.3%
- Names
- 127
- Net bought
- +$946M
Filed 7 August 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
- MicrosoftMSFT94,907,835 shares · 43.0% of their software · price +$1.5B$12.7B+$382M
- SalesforceCRM15,175,146 shares · 7.7% of their software · price −$101M$2.3B−$245M
- Automatic Data Processing, Inc.ADP10,479,519 shares · 5.8% of their software · price +$58.6M$1.7BFlat
- ServiceNowNOW4,809,845 shares · 4.5% of their software · price +$135M$1.3B+$48.1M
- SynopsysSNPS6,228,559 shares · 2.6% of their software · price +$84.3M$782M+$110M
- IntuitINTU2,812,304 shares · 2.4% of their software$726M+$203M
- Fiserv, Inc.FISV7,508,566 shares · 2.3% of their software · price +$21.6M$682M+$66.9M
- VeevaVEEV3,704,172 shares · 2.0% of their software · price +$131M$595M+$62.0M
- ShopifySHOP1,907,946 shares · 1.9% of their software · price +$178M$574M+$106M
- The Trade DeskTTD2,227,743 shares · 1.7% of their software · price +$66.5M$516M+$186M
- AdobeADBE1,643,387 shares · 1.6% of their software · price +$46.3M$482M−$123M
- Roper Technologies, Inc.ROP1,325,385 shares · 1.6% of their software · price +$32.2M$481M+$13.5M
- OracleORCL8,406,038 shares · 1.6% of their software · price +$27.4M$477M−$459M
- CoStarCSGP828,447 shares · 1.5% of their software · price +$72.6M$450M+$115M
- TwilioTWLO2,789,081 shares · 1.3% of their software · price +$20.0M$383M+$268M
- Block, Inc.XYZ4,879,367 shares · 1.2% of their software · price −$11.7M$348M+$64.4M
- Palo Alto NetworksPANW1,607,022 shares · 1.1% of their software · price −$62.9M$329M−$38.5M
- Lyft, Inc.LYFT4,507,841 shares · 1.0% of their software · price −$56.7M$294M+$156M
- WorkdayWDAY1,266,836 shares · 0.9% of their software · price +$16.1M$261M+$164M
- Ribbon Communications Inc.RBBN49,949,079 shares · 0.8% of their software · price −$13.0M$244MFlat
- GoDaddyGDDY3,375,855 shares · 0.8% of their software · price −$17.0M$235M−$6.4M
- AutodeskADSK1,364,525 shares · 0.8% of their software · price +$9.7M$225MFlat
- Fair IsaacFICO706,676 shares · 0.7% of their software · price +$30.0M$213M−$5.2M
- AkamaiAKAM2,592,606 shares · 0.7% of their software · price +$21.9M$206MFlat
- WEX Inc.WEX969,405 shares · 0.7% of their software · price +$15.6M$198M−$33.0M
- DocuSignDOCU3,873,016 shares · 0.7% of their software · price −$8.2M$196M−$25.7M
- PaycomPAYC759,980 shares · 0.6% of their software · price +$28.6M$171M−$30.4M
- OktaOKTA1,335,904 shares · 0.6% of their software · price +$54.5M$164M−$29.7M
- VeriskVRSK950,820 shares · 0.5% of their software · price +$12.8M$138M−$5.1M
- FactSetFDS477,414 shares · 0.5% of their software · price +$18.3M$136M−$7.3M
- Q2QTWO1,602,108 shares · 0.4% of their software · price +$11.4M$122M−$7.6M
- GuidewireGWRE1,074,043 shares · 0.4% of their software · price +$4.5M$108M−$5.2M
- Tyler TechnologiesTYL497,332 shares · 0.4% of their software · price +$5.8M$106M−$4.4M
- ZscalerZS1,287,271 shares · 0.3% of their software · price +$7.4M$99.8M+$14.3M
- WixWIX699,042 shares · 0.3% of their software · price +$14.9M$98.5M+$3.5M
- MorningstarMORN681,154 shares · 0.3% of their software · price +$12.7M$97.6M+$1.4M
- MongoDBMDB621,284 shares · 0.3% of their software · price +$3.1M$94.1M−$25.4M
- ElasticESTC1,138,491 shares · 0.3% of their software · price −$5.9M$84.5M+$41.9M
- BlackbaudBLKB1,002,823 shares · 0.3% of their software · price +$3.8M$82.1M+$2.1M
- RingCentralRNG586,352 shares · 0.2% of their software · price +$4.2M$67.1M−$8.4M
- HubSpotHUBS388,243 shares · 0.2% of their software · price +$1.7M$66.9M−$22.3M
- Euronet Worldwide, Inc.EEFT365,836 shares · 0.2% of their software · price +$9.4M$59.9M+$26.3M
- Check PointCHKP454,466 shares · 0.2% of their software · price −$4.9M$52.4M−$648K
- FortinetFTNT666,101 shares · 0.2% of their software · price −$4.8M$51.1M+$10.8M
- F5, Inc.FFIV335,603 shares · 0.2% of their software · price −$3.8M$48.0M+$11.5M
- Paychex, Inc.PAYX567,088 shares · 0.2% of their software · price +$1.2M$46.6M+$14.2M
- ACI WorldwideACIW1,209,830 shares · 0.1% of their software · price +$1.8M$40.1M−$1.5M
- OpenTextOTEX973,317 shares · 0.1% of their software · price +$2.7M$40.1M+$7.4M
- CrowdStrikeCRWD631,159 shares · 0.1% of their software$39.9MNew · +$43.1M
- ProgressPRGS952,733 shares · 0.1% of their software · price −$715K$38.7M+$5.6M
- DropboxDBX1,536,986 shares · 0.1% of their software · price +$5.0M$38.3M−$22.2M
- SS&CSSNC670,179 shares · 0.1% of their software · price −$4.1M$38.0M−$10.3M
- VeriSign, Inc.VRSN165,855 shares · 0.1% of their software · price +$4.6M$34.4M−$3.6M
- Upbound Group, Inc.UPBD1,262,494 shares · 0.1% of their software · price +$7.3M$32.9M+$2.0M
- BroadridgeBR255,238 shares · 0.1% of their software · price +$6.1M$32.8M+$2.7M
- PagerDutyPD644,783 shares · 0.1% of their software$30.8MNew · +$30.3M
- PagSeguro Digital Ltd.PAGS684,406 shares · 0.1% of their software · price +$6.2M$25.8M+$6.7M
- CadenceCDNS333,258 shares · 0.1% of their software · price +$2.4M$23.4M−$2.7M
- NetApp, Inc.NTAP355,972 shares · 0.1% of their software · price −$2.7M$21.7M−$41.4M
- NetScout Systems, Inc.NTCT808,662 shares · 0.1% of their software · price −$2.2M$20.2M−$6.5M
- Sabre CorporationSABR878,302 shares · 0.1% of their software · price +$711K$19.7M−$53.0M
- CommvaultCVLT385,128 shares · 0.1% of their software · price −$5.8M$18.7M−$511K
- NutanixNTNX667,690 shares · 0.1% of their software · price −$7.9M$17.1M+$25.0M
- SAPSAP109,936 shares · 0.0% of their software · price +$2.3M$14.8M−$16.1M
- NICENICE103,526 shares · 0.0% of their software · price +$1.5M$14.2M−$2.9M
- Strategy IncMSTR98,004 shares · 0.0% of their software$13.8M−$17.3M
- WorkivaWK228,518 shares · 0.0% of their software · price +$1.7M$13.1M+$10.6M
- TrimbleTRMB280,240 shares · 0.0% of their software · price +$1.3M$12.4MFlat
- LiveRamp Holdings, Inc.RAMP257,117 shares · 0.0% of their software · price −$1.6M$12.2M+$1.3M
- PaylocityPCTY127,287 shares · 0.0% of their software · price +$589K$12.1M+$1.2M
- QualysQLYS121,833 shares · 0.0% of their software · price +$529K$10.4M−$945K
- ePlus inc.PLUS147,933 shares · 0.0% of their software · price −$2.9M$10.2M+$2.0M
- Amdocs LimitedDOX158,071 shares · 0.0% of their software · price +$1.3M$9.7M+$1.2M
- BlackBerry LimitedBB1,263,873 shares · 0.0% of their software · price −$3.3M$9.3M+$4.4M
- Manhattan AssociatesMANH123,513 shares · 0.0% of their software · price +$1.8M$8.4M+$1.9M
- SPS CommerceSPSC82,013 shares · 0.0% of their software$8.3M−$1.3M
- TeradataTDC212,622 shares · 0.0% of their software · price −$1.7M$7.6MFlat
- InterDigital, Inc.IDCC115,032 shares · 0.0% of their software$7.3M−$2.9M
- PTCPTC78,108 shares · 0.0% of their software$6.9MFlat
- BoxBOX383,585 shares · 0.0% of their software · price −$652K$6.7M+$4.3M
- DescartesDSGX171,840 shares · 0.0% of their software$6.3M+$5.9M
- EVERTEC, Inc.EVTC199,025 shares · 0.0% of their software · price +$973K$6.2M−$656K
- Donnelley Financial Solutions, Inc.DFIN400,998 shares · 0.0% of their software · price −$618K$5.3MFlat
- TenableTENB185,540 shares · 0.0% of their software · price −$579K$5.2M+$4.4M
- Five9FIVN99,310 shares · 0.0% of their software$5.0M−$4.9M
- Uber Technologies, Inc.UBER105,646 shares · 0.0% of their software$4.8MNew · +$4.9M
- Alarm.com Holdings, Inc.ALRM89,603 shares · 0.0% of their software · price −$1.0M$4.7M+$2.7M
- Ooma, Inc.OOMA308,414 shares · 0.0% of their software · price −$851K$3.2MFlat
- OneSpan Inc.OSPN168,006 shares · 0.0% of their software · price −$848K$2.4MFlat
- 8x8EGHT96,854 shares · 0.0% of their software$2.3M—
- Rapid7RPD36,618 shares · 0.0% of their software$2.0M−$1.6M
- Immersion CorporationIMMR246,645 shares · 0.0% of their software$1.9M−$4.2M
- Radware Ltd.RDWR74,132 shares · 0.0% of their software$1.8M−$1.2M
- Mitek Systems, Inc.MITK166,965 shares · 0.0% of their software$1.6MFlat
- AppFolioAPPF15,517 shares · 0.0% of their software$1.6MFlat
- A10 Networks, Inc.ATEN214,352 shares · 0.0% of their software$1.5MFlat
- Veritone, Inc.VERI171,897 shares · 0.0% of their software · price +$543K$1.4M+$883K
- ZoomZM14,580 shares · 0.0% of their software$1.3MNew · +$1.3M
- VaronisVRNS18,102 shares · 0.0% of their software$1.1MFlat
- BlackLineBL15,302 shares · 0.0% of their software$818K−$2.6M
- PegasystemsPEGA10,364 shares · 0.0% of their software$729KFlat
- Calix, Inc.CALX100,279 shares · 0.0% of their software$659K+$674K
- Allot Ltd.ALLT88,248 shares · 0.0% of their software$627KFlat
- YextYEXT25,533 shares · 0.0% of their software$501K−$882K
- Lesaka Technologies, Inc.LSAK121,373 shares · 0.0% of their software$485KFlat
- Agilysys, Inc.AGYS22,407 shares · 0.0% of their software$479KFlat
- Xunlei LimitedXNET162,901 shares · 0.0% of their software$407KNew · +$596K
- Asure Software, Inc.ASUR49,156 shares · 0.0% of their software$374KFlat
- Tucows Inc.TCX5,961 shares · 0.0% of their software$354KFlat
- Bandwidth Inc.BAND4,415 shares · 0.0% of their software$321K−$4.3M
- i3 Verticals, Inc.IIIV10,736 shares · 0.0% of their software$312KFlat
- AppianAPPN8,566 shares · 0.0% of their software$309K−$1.4M
- PAR Technology CorporationPAR10,607 shares · 0.0% of their software$293KFlat
- DomoDOMO5,730 shares · 0.0% of their software$161K—
- Paysign, Inc.PAYS11,359 shares · 0.0% of their software$140KNew · Flat
- Priority Technology Holdings, Inc.PRTH13,800 shares · 0.0% of their software$109KFlat
- Digital TurbineAPPS21,254 shares · 0.0% of their software$108K−$921K
- PDF Solutions, Inc.PDFS7,764 shares · 0.0% of their software$101KFlat
- SoundThinking, Inc.SSTI2,204 shares · 0.0% of their software$97K−$596K
- Simulations PlusSLP3,281 shares · 0.0% of their software$93KFlat
- Daily Journal CorporationDJCO311 shares · 0.0% of their software$71KFlat
- DHI Group, Inc.DHX14,047 shares · 0.0% of their software$54KNew · Flat
- NetSol Technologies, Inc.NTWK9,058 shares · 0.0% of their software$51KFlat
- International Money Express, Inc.IMXI3,557 shares · 0.0% of their software$50KFlat
- eGain CorporationEGAN5,598 shares · 0.0% of their software$44KFlat
- Rimini Street, Inc.RMNI5,418 shares · 0.0% of their software$28KFlat
- Endava plcDAVA14 shares · 0.0% of their software$1K−$858K