Generalist · New York, NY
JPMorgan Chase
Q2 2021 · compared with Q1 2021
Filed as Jpmorgan Chase & CO
- Software
- $50.5B
- Weight of 13F
- 6.5%
- Names
- 179
- Net bought
- +$7.3B
Filed 12 August 2021 · SEC filing.
5,167 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
- MicrosoftMSFT80,885,824 shares · 43.4% of their software · price +$2.8B$21.9B+$567M
- Lyft, Inc.LYFT27,104,123 shares · 3.2% of their software · price −$73.2M$1.6B+$420M
- SynopsysSNPS5,390,769 shares · 2.9% of their software · price +$151M$1.5B−$89.8M
- IntuitINTU2,942,030 shares · 2.9% of their software · price +$315M$1.4B+$42.8M
- Uber Technologies, Inc.UBER25,590,663 shares · 2.5% of their software · price −$112M$1.3B+$200M
- OracleORCL13,555,229 shares · 2.1% of their software · price +$104M$1.1B+$565M
- HubSpotHUBS1,793,353 shares · 2.1% of their software · price +$230M$1.0B+$96.2M
- ShopifySHOP704,124 shares · 2.0% of their software · price +$250M$1.0B+$56.0M
- WorkdayWDAY4,227,550 shares · 2.0% of their software · price −$41.0M$1.0B+$15.8M
- Block, Inc.XYZ3,694,639 shares · 1.8% of their software · price +$61.9M$901MFlat
- SalesforceCRM3,329,911 shares · 1.6% of their software · price +$108M$813M−$90.6M
- DocuSignDOCU2,780,622 shares · 1.5% of their software · price +$214M$777M+$134M
- MongoDBMDB2,004,728 shares · 1.4% of their software · price +$189M$725M+$137M
- ServiceNowNOW1,303,728 shares · 1.4% of their software · price +$64.5M$716M−$15.4M
- ZscalerZS2,953,942 shares · 1.3% of their software · price +$131M$638M+$6.4M
- AdobeADBE1,073,999 shares · 1.2% of their software · price +$118M$629M+$34.2M
- WEX Inc.WEX3,176,463 shares · 1.2% of their software · price −$48.7M$616M+$166M
- RingCentralRNG2,067,894 shares · 1.2% of their software · price −$15.1M$601M+$182M
- SS&CSSNC8,006,086 shares · 1.1% of their software · price +$17.5M$577M+$62.6M
- The Trade DeskTTD7,281,988 shares · 1.1% of their software · price −$4.2B$563M+$4.1B
- CrowdStrikeCRWD2,233,407 shares · 1.1% of their software · price +$154M$561M+$37.4M
- Automatic Data Processing, Inc.ADP2,766,660 shares · 1.1% of their software · price +$28.1M$550M−$271M
- PagSeguro Digital Ltd.PAGS8,567,508 shares · 0.9% of their software · price +$82.4M$479M−$6.9M
- TwilioTWLO1,147,355 shares · 0.9% of their software · price +$61.3M$452M−$344M
- Five9FIVN2,401,745 shares · 0.9% of their software · price +$65.0M$440M+$59.9M
- AkamaiAKAM3,535,058 shares · 0.8% of their software · price +$52.0M$412M+$70.9M
- Fiserv, Inc.FISV3,733,037 shares · 0.8% of their software · price −$45.4M$399M−$119M
- Ribbon Communications Inc.RBBN49,949,398 shares · 0.8% of their software · price −$30.0M$380MFlat
- OktaOKTA1,450,639 shares · 0.7% of their software · price +$35.2M$355M−$43.6M
- ElasticESTC2,404,488 shares · 0.7% of their software · price +$83.1M$350M+$11.0M
- CadenceCDNS2,483,520 shares · 0.7% of their software$340M−$124M
- Gen DigitalGEN12,028,936 shares · 0.6% of their software · price +$71.7M$327M−$23.7M
- Q2QTWO2,890,107 shares · 0.6% of their software · price +$6.9M$296M+$22.7M
- VeriskVRSK1,543,828 shares · 0.5% of their software · price −$3.0M$270M+$191M
- SnowflakeSNOW995,503 shares · 0.5% of their software · price +$12.5M$241M−$15.7M
- AutodeskADSK713,267 shares · 0.4% of their software · price +$10.5M$208M+$24.1M
- ZoomZM515,277 shares · 0.4% of their software · price +$33.9M$199M+$15.9M
- VeevaVEEV605,821 shares · 0.4% of their software · price +$30.1M$188M−$122M
- Sabre CorporationSABR14,964,865 shares · 0.4% of their software · price −$34.9M$187M+$52.1M
- ZoomInfoZI3,426,856 shares · 0.4% of their software$179M—
- PaycomPAYC437,646 shares · 0.3% of their software · price −$2.9M$159M+$30.9M
- GuidewireGWRE1,382,316 shares · 0.3% of their software · price +$15.3M$156M−$4.1M
- MorningstarMORN553,596 shares · 0.3% of their software · price +$17.8M$142M−$9.8M
- Bandwidth Inc.BAND1,013,290 shares · 0.3% of their software · price +$11.3M$140M+$3.2M
- BILLBILL758,772 shares · 0.3% of their software · price +$28.6M$139M+$43.6M
- BlackLineBL1,206,496 shares · 0.3% of their software · price +$3.5M$134MFlat
- TrimbleTRMB1,549,401 shares · 0.3% of their software · price +$6.3M$127M+$20.2M
- UiPathPATH1,781,021 shares · 0.2% of their software$121MNew · +$121M
- Tuya Inc.TUYA4,549,692 shares · 0.2% of their software · price +$15.3M$111M+$6.5M
- Digital TurbineAPPS1,428,824 shares · 0.2% of their software · price −$6.2M$109M+$27.9M
- CoStarCSGP1,309,200 shares · 0.2% of their software · price −$968M$108M+$971M
- FortinetFTNT436,838 shares · 0.2% of their software · price +$23.5M$104M−$4.1M
- WixWIX318,414 shares · 0.2% of their software · price +$3.5M$92.4M−$3.9M
- JFrogFROG1,902,758 shares · 0.2% of their software · price +$2.2M$86.6M+$22.8M
- CertaraCERT3,004,118 shares · 0.2% of their software · price +$3.1M$85.1M+$6.1M
- Shift4 Payments, Inc.FOUR895,425 shares · 0.2% of their software · price +$10.5M$83.9M+$27.8M
- DigitalOceanDOCN1,456,624 shares · 0.2% of their software · price +$19.6M$81.0M+$25.3M
- LiveRamp Holdings, Inc.RAMP1,677,091 shares · 0.2% of their software · price −$8.4M$78.6M+$7.6M
- Commerce.com, Inc.CMRC1,199,921 shares · 0.2% of their software · price +$8.5M$77.9M+$68.6M
- Repay Holdings CorporationRPAY3,234,385 shares · 0.2% of their software · price +$1.8M$77.8M+$10.2M
- NetApp, Inc.NTAP930,662 shares · 0.2% of their software · price +$8.5M$76.1M−$7.6M
- Agora, Inc.API1,747,900 shares · 0.1% of their software · price −$14.5M$73.3M+$83.2M
- Roper Technologies, Inc.ROP155,142 shares · 0.1% of their software · price +$10.4M$72.9M−$15.7M
- Fair IsaacFICO144,632 shares · 0.1% of their software · price +$2.4M$72.7M−$732K
- FactSetFDS207,634 shares · 0.1% of their software · price +$5.6M$69.7M−$4.1M
- DynatraceDT1,178,146 shares · 0.1% of their software · price +$12.0M$68.8M+$45.9M
- VertexVERX2,769,100 shares · 0.1% of their software$60.8M+$20.4M
- BroadridgeBR371,879 shares · 0.1% of their software · price +$3.1M$60.1M−$10.2M
- i3 Verticals, Inc.IIIV1,978,768 shares · 0.1% of their software · price −$1.8M$59.8M+$893K
- OpenTextOTEX1,167,560 shares · 0.1% of their software · price +$3.6M$59.3M+$2.9M
- Full Truck Alliance Co. Ltd.YMM2,840,000 shares · 0.1% of their software$57.9MNew · +$57.9M
- BoxBOX2,168,639 shares · 0.1% of their software · price +$5.6M$55.4M+$41.6M
- Tyler TechnologiesTYL114,432 shares · 0.1% of their software · price +$3.2M$51.8M+$3.3M
- Paychex, Inc.PAYX455,101 shares · 0.1% of their software · price +$4.2M$48.8M+$6.2M
- DropboxDBX1,410,704 shares · 0.1% of their software · price +$5.1M$42.8M−$3.7M
- Palo Alto NetworksPANW111,453 shares · 0.1% of their software · price +$5.5M$41.4M−$13.5M
- Global-EGLBE691,519 shares · 0.1% of their software$39.5MNew · +$39.5M
- PTCPTC252,092 shares · 0.1% of their software · price +$910K$35.6M−$22.0M
- CloudflareNET335,352 shares · 0.1% of their software · price +$11.9M$35.5M−$17.4M
- Viant Technology Inc.DSP1,150,389 shares · 0.1% of their software · price −$26.6M$34.3M+$5.7M
- NetScout Systems, Inc.NTCT1,070,777 shares · 0.1% of their software$30.6M+$17.6M
- NutanixNTNX746,404 shares · 0.1% of their software · price +$8.7M$28.5M+$2.8M
- PalantirPLTR993,419 shares · 0.1% of their software · price +$3.0M$26.2M−$45.6M
- Cerence Inc.CRNC240,339 shares · 0.1% of their software · price +$4.1M$25.6M+$2.3M
- Check PointCHKP219,703 shares · 0.1% of their software · price +$914K$25.5M−$6.8M
- VeriSign, Inc.VRSN98,027 shares · 0.0% of their software · price +$2.8M$22.3M−$7.4M
- Manhattan AssociatesMANH151,919 shares · 0.0% of their software · price +$4.2M$22.0M−$1.6M
- AsanaASAN336,281 shares · 0.0% of their software · price +$11.2M$20.9M+$2.7M
- DescartesDSGX300,163 shares · 0.0% of their software · price +$2.5M$20.8M+$3.7M
- BlackBerry LimitedBB1,668,867 shares · 0.0% of their software · price +$6.3M$20.4M−$3.2M
- VaronisVRNS348,918 shares · 0.0% of their software · price +$2.2M$20.1M−$2.6M
- OneSpan Inc.OSPN779,574 shares · 0.0% of their software · price +$811K$19.9M+$5.7M
- PegasystemsPEGA142,084 shares · 0.0% of their software · price +$3.5M$19.8M+$13.1M
- CommvaultCVLT252,671 shares · 0.0% of their software · price +$3.5M$19.8M−$1.2M
- Endava plcDAVA173,828 shares · 0.0% of their software · price +$5.0M$19.7M+$6.2M
- ACI WorldwideACIW502,640 shares · 0.0% of their software$18.7M−$11.7M
- DoximityDOCS311,271 shares · 0.0% of their software$18.1MNew · +$18.1M
- QualysQLYS176,003 shares · 0.0% of their software · price −$720K$17.7M−$2.2M
- WorkivaWK159,063 shares · 0.0% of their software · price +$3.7M$17.7M+$4.2M
- F5, Inc.FFIV92,122 shares · 0.0% of their software · price −$2.0M$17.2M−$10.8M
- PaylocityPCTY85,011 shares · 0.0% of their software · price +$933K$16.2M−$75.1M
- GoDaddyGDDY182,072 shares · 0.0% of their software · price +$1.7M$15.8MFlat
- eGain CorporationEGAN1,379,101 shares · 0.0% of their software · price +$2.7M$15.8M+$3.3M
- Amdocs LimitedDOX202,620 shares · 0.0% of their software · price +$1.5M$15.7M−$9.5M
- Rapid7RPD164,218 shares · 0.0% of their software · price +$3.3M$15.5M−$2.9M
- MagniteMGNI416,882 shares · 0.0% of their software · price −$3.2M$14.1M−$10.5M
- SchrödingerSDGR184,965 shares · 0.0% of their software$14.0M+$4.2M
- Donnelley Financial Solutions, Inc.DFIN423,651 shares · 0.0% of their software · price +$2.2M$14.0M+$5.2M
- BlackbaudBLKB179,688 shares · 0.0% of their software · price +$986K$13.8M+$3.3M
- PaymentusPAY382,114 shares · 0.0% of their software$13.6MNew · +$13.6M
- DatadogDDOG128,687 shares · 0.0% of their software · price +$2.7M$13.4M−$4.4M
- EVERTEC, Inc.EVTC284,118 shares · 0.0% of their software · price +$1.8M$12.4M+$6.1M
- Upbound Group, Inc.UPBD232,550 shares · 0.0% of their software · price −$1.1M$12.3M−$14.6M
- TeradataTDC246,491 shares · 0.0% of their software · price +$2.8M$12.3M+$2.9M
- AppFolioAPPF86,362 shares · 0.0% of their software$12.2M+$9.6M
- A10 Networks, Inc.ATEN1,078,065 shares · 0.0% of their software · price +$1.8M$12.1M+$8.2M
- SPS CommerceSPSC120,564 shares · 0.0% of their software$12.0M+$5.3M
- StoneCo Ltd.STNE167,857 shares · 0.0% of their software · price +$980K$11.3M+$7.9M
- Radware Ltd.RDWR341,380 shares · 0.0% of their software · price +$1.6M$10.5M−$606K
- PagerDutyPD242,469 shares · 0.0% of their software · price +$570K$10.3M+$9.2M
- Sprout SocialSPT102,438 shares · 0.0% of their software · price +$3.2M$9.2MSplit
- InterDigital, Inc.IDCC125,046 shares · 0.0% of their software · price +$1.2M$9.1M−$5.2M
- AppianAPPN66,102 shares · 0.0% of their software$9.1M−$6.5M
- Strategy IncMSTR13,612 shares · 0.0% of their software$9.0M−$59.9M
- DomoDOMO111,896 shares · 0.0% of their software$9.0M—
- Mitek Systems, Inc.MITK399,740 shares · 0.0% of their software · price +$1.9M$7.7M+$1.0M
- CourseraCOUR180,537 shares · 0.0% of their software · price −$982K$7.1M−$808K
- Allot Ltd.ALLT358,741 shares · 0.0% of their software · price +$1.4M$7.1MFlat
- Alarm.com Holdings, Inc.ALRM83,003 shares · 0.0% of their software$7.0M−$9.8M
- FastlyFSLY117,852 shares · 0.0% of their software · price −$905K$7.0M−$2.5M
- Telos CorporationTLS205,061 shares · 0.0% of their software · price −$802K$7.0M+$7.3M
- Euronet Worldwide, Inc.EEFT45,424 shares · 0.0% of their software$6.1M−$2.7M
- 8x8EGHT202,986 shares · 0.0% of their software$5.6M—
- Calix, Inc.CALX110,481 shares · 0.0% of their software · price +$1.4M$5.2MFlat
- ProgressPRGS111,039 shares · 0.0% of their software$5.1M−$691K
- Rackspace Technology, Inc.RXT215,394 shares · 0.0% of their software · price −$898K$4.2M−$2.1M
- Veritone, Inc.VERI211,346 shares · 0.0% of their software · price −$902K$4.2M+$2.7M
- PAR Technology CorporationPAR53,697 shares · 0.0% of their software$3.8M−$1.5M
- PubMaticPUBM89,819 shares · 0.0% of their software · price −$921K$3.5M−$7.1M
- YextYEXT244,669 shares · 0.0% of their software$3.5M+$2.5M
- TenableTENB83,348 shares · 0.0% of their software$3.4M−$3.1M
- UnityU30,905 shares · 0.0% of their software$3.4M−$115M
- SAPSAP23,876 shares · 0.0% of their software$3.4M+$508K
- Ooma, Inc.OOMA176,237 shares · 0.0% of their software · price +$530K$3.3MFlat
- Bentley SystemsBSY40,384 shares · 0.0% of their software · price +$721K$2.6M−$24.4M
- Tucows Inc.TCX27,348 shares · 0.0% of their software$2.2M+$642K
- Kingsoft Cloud Holdings LimitedKC53,051 shares · 0.0% of their software$1.8M−$7.3M
- DoubleVerifyDV42,275 shares · 0.0% of their software$1.8MNew · +$1.8M
- PhreesiaPHR23,946 shares · 0.0% of their software$1.5MFlat
- Health CatalystHCAT26,226 shares · 0.0% of their software$1.5MFlat
- AlkamiALKT40,176 shares · 0.0% of their software$1.4MNew · +$1.4M
- Cognyte Software Ltd.CGNT57,649 shares · 0.0% of their software$1.4M−$8.6M
- PDF Solutions, Inc.PDFS72,030 shares · 0.0% of their software$1.3MFlat
- Simulations PlusSLP19,700 shares · 0.0% of their software$1.1MFlat
- ePlus inc.PLUS11,914 shares · 0.0% of their software$1.0M−$2.3M
- C3.aiAI14,398 shares · 0.0% of their software$900K−$8.3M
- AppLovinAPP11,107 shares · 0.0% of their software$834KNew · +$835K
- SoundThinking, Inc.SSTI16,258 shares · 0.0% of their software$793KFlat
- Agilysys, Inc.AGYS13,751 shares · 0.0% of their software$782K−$1.2M
- PowerFleet, Inc.AIOT106,683 shares · 0.0% of their software$768K−$763K
- Daily Journal CorporationDJCO1,532 shares · 0.0% of their software$518KFlat
- NICENICE2,040 shares · 0.0% of their software$506KFlat
- International Money Express, Inc.IMXI24,583 shares · 0.0% of their software$366KFlat
- Paysign, Inc.PAYS113,645 shares · 0.0% of their software$362KFlat
- Thryv Holdings, Inc.THRY8,557 shares · 0.0% of their software$306KNew · Flat
- Immersion CorporationIMMR34,284 shares · 0.0% of their software$301KFlat
- Intellicheck, Inc.IDN28,205 shares · 0.0% of their software$236KFlat
- Asure Software, Inc.ASUR25,894 shares · 0.0% of their software$230K−$3.7M
- DHI Group, Inc.DHX36,428 shares · 0.0% of their software$123KFlat
- Rekor Systems, Inc.REKR12,138 shares · 0.0% of their software$123KNew · Flat
- Priority Technology Holdings, Inc.PRTH14,021 shares · 0.0% of their software$107KFlat
- Rimini Street, Inc.RMNI16,936 shares · 0.0% of their software$105KFlat
- DLocal LimitedDLO900 shares · 0.0% of their software$47KNew · Flat
- Clear Secure, Inc.YOU950 shares · 0.0% of their software$38KNew · Flat
- Xunlei LimitedXNET7,552 shares · 0.0% of their software$34KFlat
- ReposiTrak, Inc.TRAK3,667 shares · 0.0% of their software$20KFlat
- SimilarwebSMWB300 shares · 0.0% of their software$6KNew · Flat
- FlywireFLYW87 shares · 0.0% of their software$3KNew · Flat
- Zeta GlobalZETA401 shares · 0.0% of their software$3KNew · Flat