Generalist · New York, NY
JPMorgan Chase
Q2 2022 · compared with Q1 2022
Filed as Jpmorgan Chase & CO
- Software
- $43.3B
- Weight of 13F
- 6.5%
- Names
- 211
- Net bought
- +$8.4B
Filed 11 August 2022 · SEC filing.
5,160 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
- MicrosoftMSFT91,034,485 shares · 53.9% of their software · price −$4.7B$23.4B+$2.6B
- IntuitINTU5,140,739 shares · 4.6% of their software · price −$490M$2.0B+$138M
- OracleORCL21,040,494 shares · 3.4% of their software · price −$271M$1.5B−$84.7M
- SynopsysSNPS4,753,745 shares · 3.3% of their software · price −$141M$1.4B+$32.6M
- SalesforceCRM8,519,236 shares · 3.2% of their software · price −$403M$1.4B+$388M
- ServiceNowNOW1,943,127 shares · 2.1% of their software · price −$158M$924M+$147M
- Automatic Data Processing, Inc.ADP3,920,579 shares · 1.9% of their software · price −$68.6M$823M−$52.8M
- AdobeADBE2,166,092 shares · 1.8% of their software · price −$194M$793M+$301M
- Uber Technologies, Inc.UBER33,043,996 shares · 1.6% of their software · price −$503M$676M+$338M
- ZoomZM5,621,300 shares · 1.4% of their software · price −$52.1M$607M+$524M
- VeriskVRSK3,085,234 shares · 1.2% of their software · price −$128M$534M+$101M
- Palo Alto NetworksPANW1,072,106 shares · 1.2% of their software · price −$138M$530M−$164M
- WorkdayWDAY3,671,024 shares · 1.2% of their software · price −$367M$512M−$62.4M
- CrowdStrikeCRWD2,935,667 shares · 1.1% of their software · price −$172M$495M+$170M
- MongoDBMDB1,817,248 shares · 1.1% of their software · price −$335M$472M+$54.0M
- HubSpotHUBS1,473,102 shares · 1.0% of their software · price −$257M$443M+$27.9M
- The Trade DeskTTD9,147,279 shares · 0.9% of their software · price −$250M$383M+$66.9M
- CadenceCDNS2,045,534 shares · 0.7% of their software · price −$29.5M$307M−$23.0M
- ZscalerZS1,680,065 shares · 0.6% of their software · price −$154M$251MFlat
- F5, Inc.FFIV1,581,255 shares · 0.6% of their software · price −$88.4M$242M+$92.4M
- ShopifySHOP7,277,514 shares · 0.5% of their software · price −$4.7B$227M+$4.1B
- Gen DigitalGEN10,142,338 shares · 0.5% of their software · price −$46.2M$223M−$14.3M
- WEX Inc.WEX1,357,914 shares · 0.5% of their software · price −$31.1M$211M−$29.8M
- ElasticESTC3,077,284 shares · 0.5% of their software · price −$65.5M$208M+$75.4M
- MorningstarMORN787,356 shares · 0.4% of their software · price −$24.7M$190M+$14.7M
- Lyft, Inc.LYFT14,284,997 shares · 0.4% of their software · price −$359M$190M−$762M
- Fiserv, Inc.FISV1,991,281 shares · 0.4% of their software · price −$24.8M$177M+$27.9M
- Block, Inc.XYZ2,506,798 shares · 0.4% of their software · price −$186M$154M+$189M
- Ribbon Communications Inc.RBBN49,953,259 shares · 0.4% of their software · price −$2.5M$152MFlat
- OktaOKTA1,662,671 shares · 0.3% of their software · price −$101M$150M+$38.6M
- Five9FIVN1,563,517 shares · 0.3% of their software · price −$30.1M$142M+$42.7M
- DatadogDDOG1,457,324 shares · 0.3% of their software · price −$81.9M$139M+$38.4M
- GoDaddyGDDY1,840,836 shares · 0.3% of their software · price −$26.0M$128M+$46.0M
- FortinetFTNT2,219,328 shares · 0.3% of their software · price −$633M$126M+$622M
- SnowflakeSNOW857,899 shares · 0.3% of their software · price −$77.3M$119M−$71.3M
- Q2QTWO3,018,713 shares · 0.3% of their software · price −$69.7M$116M+$6.9M
- TwilioTWLO1,364,922 shares · 0.3% of their software · price −$111M$114M−$14.7M
- AutodeskADSK634,130 shares · 0.3% of their software · price −$26.9M$109M−$16.0M
- VeevaVEEV512,223 shares · 0.2% of their software · price −$7.4M$101M−$15.1M
- ZoomInfoZI2,791,779 shares · 0.2% of their software$92.8M—
- CertaraCERT4,060,100 shares · 0.2% of their software$87.1M+$3.2M
- PaycomPAYC304,013 shares · 0.2% of their software · price −$20.1M$85.2M−$24.3M
- GuidewireGWRE1,188,506 shares · 0.2% of their software · price −$28.1M$84.4M−$16.2M
- Roper Technologies, Inc.ROP211,049 shares · 0.2% of their software · price −$16.4M$83.3M−$21.9M
- DigitalOceanDOCN1,973,305 shares · 0.2% of their software · price −$32.5M$81.6M−$13.8M
- BlackLineBL1,172,449 shares · 0.2% of their software · price −$7.8M$78.1M+$4.4M
- DynatraceDT1,790,222 shares · 0.2% of their software · price −$13.7M$70.6M−$1.5M
- ProcorePCOR1,551,595 shares · 0.2% of their software · price −$19.5M$70.4M+$84.2M
- Definitive HealthcareDH3,049,755 shares · 0.2% of their software · price −$5.2M$69.9M+$12.3M
- FactSetFDS177,814 shares · 0.2% of their software · price −$8.8M$68.4M+$5.3M
- DocuSignDOCU1,181,659 shares · 0.2% of their software · price −$58.8M$67.8M−$12.2M
- NetApp, Inc.NTAP933,932 shares · 0.1% of their software · price −$16.6M$60.9M−$3.3M
- Shift4 Payments, Inc.FOUR1,816,125 shares · 0.1% of their software · price −$52.4M$60.0M−$13.8M
- Paychex, Inc.PAYX495,358 shares · 0.1% of their software · price −$11.2M$56.4M+$2.6M
- LightspeedLSPD2,331,375 shares · 0.1% of their software · price −$19.0M$52.0M−$8.7M
- nCinoNCNO1,640,562 shares · 0.1% of their software · price −$16.5M$50.7M+$25.9M
- Clearwater AnalyticsCWAN4,086,124 shares · 0.1% of their software$49.2M—
- AkamaiAKAM516,828 shares · 0.1% of their software · price −$14.5M$47.2M−$15.9M
- SAPSAP516,872 shares · 0.1% of their software · price −$10.5M$46.9M+$44.8M
- Remitly Global, Inc.RELY6,058,159 shares · 0.1% of their software · price −$13.4M$46.4M+$8.2M
- OpenTextOTEX1,190,510 shares · 0.1% of their software · price −$5.4M$45.0M−$4.5M
- BroadridgeBR313,110 shares · 0.1% of their software · price −$4.1M$44.6M−$1.8M
- Fair IsaacFICO111,127 shares · 0.1% of their software · price −$7.3M$44.6M−$21.3M
- PagSeguro Digital Ltd.PAGS4,313,251 shares · 0.1% of their software · price −$42.3M$44.2M+$14.3M
- SentinelOneS1,882,137 shares · 0.1% of their software · price −$29.0M$43.9M+$62.0M
- FreshworksFRSH3,105,305 shares · 0.1% of their software · price −$14.8M$40.8M+$6.4M
- Repay Holdings CorporationRPAY3,161,246 shares · 0.1% of their software · price −$6.1M$40.6M+$2.7M
- LiveRamp Holdings, Inc.RAMP1,512,742 shares · 0.1% of their software · price −$17.5M$39.0M+$3.0M
- SS&CSSNC663,434 shares · 0.1% of their software · price −$11.2M$38.5MFlat
- JFrogFROG1,752,614 shares · 0.1% of their software · price −$10.3M$36.9M+$8.1M
- VeriSign, Inc.VRSN218,498 shares · 0.1% of their software · price −$12.0M$36.6M+$9.2M
- Tyler TechnologiesTYL101,111 shares · 0.1% of their software · price −$11.4M$33.6M+$7.9M
- Full Truck Alliance Co. Ltd.YMM3,529,122 shares · 0.1% of their software · price +$8.4M$32.0M+$21.2M
- BILLBILL275,587 shares · 0.1% of their software · price −$32.2M$30.3M−$90.7M
- VertexVERX2,621,968 shares · 0.1% of their software · price −$10.5M$29.7MFlat
- Sprout SocialSPT510,231 shares · 0.1% of their software · price −$11.3M$29.6M+$32.2M
- Manhattan AssociatesMANH257,280 shares · 0.1% of their software · price −$6.2M$29.5M+$14.9M
- NetScout Systems, Inc.NTCT857,757 shares · 0.1% of their software · price +$1.5M$29.0M−$2.3M
- DropboxDBX1,180,627 shares · 0.1% of their software · price −$2.7M$24.8M−$1.6M
- QualysQLYS186,436 shares · 0.1% of their software · price −$3.0M$23.5M+$8.9M
- Check PointCHKP191,381 shares · 0.1% of their software · price −$3.2M$23.3M−$4.5M
- TrimbleTRMB374,558 shares · 0.1% of their software · price −$5.2M$21.8M−$91.1M
- CommvaultCVLT334,776 shares · 0.0% of their software · price −$1.2M$21.1M+$7.8M
- PTCPTC183,717 shares · 0.0% of their software$19.5M+$1.9M
- Global-EGLBE947,236 shares · 0.0% of their software · price −$12.9M$19.1MFlat
- CoStarCSGP309,290 shares · 0.0% of their software · price −$1.9M$18.7M+$13.8M
- eGain CorporationEGAN1,684,639 shares · 0.0% of their software · price −$3.1M$16.4M+$6.3M
- CloudflareNET374,764 shares · 0.0% of their software · price −$28.5M$16.4M+$26.4M
- BoxBOX609,662 shares · 0.0% of their software · price −$2.4M$15.3M+$9.9M
- DescartesDSGX237,599 shares · 0.0% of their software · price −$2.7M$14.7M+$3.1M
- GitLabGTLB266,408 shares · 0.0% of their software$14.2M−$1.6M
- Amdocs LimitedDOX169,196 shares · 0.0% of their software$14.1M+$6.9M
- BlackbaudBLKB209,437 shares · 0.0% of their software$12.2M+$4.0M
- Grab Holdings LimitedGRAB4,653,311 shares · 0.0% of their software · price −$4.5M$11.8M−$3.3M
- Donnelley Financial Solutions, Inc.DFIN396,753 shares · 0.0% of their software · price −$1.6M$11.6MFlat
- SchrödingerSDGR435,064 shares · 0.0% of their software · price −$3.4M$11.5M+$4.5M
- TeradataTDC302,812 shares · 0.0% of their software · price −$3.7M$11.2M+$1.6M
- Euronet Worldwide, Inc.EEFT110,550 shares · 0.0% of their software · price −$3.3M$11.1M+$3.8M
- PaylocityPCTY62,855 shares · 0.0% of their software · price −$2.0M$11.0MFlat
- WorkivaWK165,229 shares · 0.0% of their software · price −$8.6M$10.9M+$4.6M
- OneSpan Inc.OSPN856,350 shares · 0.0% of their software · price −$2.2M$10.2M+$1.8M
- A10 Networks, Inc.ATEN696,312 shares · 0.0% of their software$10.0M−$4.4M
- SPS CommerceSPSC80,520 shares · 0.0% of their software · price −$1.5M$9.1M−$521K
- EVERTEC, Inc.EVTC224,500 shares · 0.0% of their software · price −$909K$8.3M+$2.0M
- PalantirPLTR892,915 shares · 0.0% of their software · price −$4.2M$8.1M−$42.5M
- CourseraCOUR559,587 shares · 0.0% of their software · price −$5.0M$7.9M+$1.0M
- ACI WorldwideACIW297,148 shares · 0.0% of their software · price −$1.7M$7.7M−$3.6M
- Rapid7RPD111,888 shares · 0.0% of their software · price −$5.0M$7.5M−$2.6M
- DoximityDOCS205,840 shares · 0.0% of their software · price −$3.6M$7.2M−$81.1M
- TenableTENB146,495 shares · 0.0% of their software · price −$1.8M$6.7MFlat
- PagerDutyPD252,509 shares · 0.0% of their software · price −$2.4M$6.3MFlat
- VaronisVRNS210,490 shares · 0.0% of their software · price −$3.8M$6.2M−$1.8M
- PhreesiaPHR240,509 shares · 0.0% of their software$6.0M+$4.1M
- ProgressPRGS131,874 shares · 0.0% of their software$6.0M+$719K
- Upbound Group, Inc.UPBD298,136 shares · 0.0% of their software · price −$1.7M$5.8M−$3.0M
- PaymentusPAY398,011 shares · 0.0% of their software · price −$3.1M$5.3MFlat
- Agora, Inc.API785,131 shares · 0.0% of their software · price −$2.6M$5.2M−$21.2M
- Bandwidth Inc.BAND266,030 shares · 0.0% of their software · price −$3.6M$5.0M+$2.3M
- Radware Ltd.RDWR226,209 shares · 0.0% of their software · price −$2.3M$4.9M+$3.5M
- Sabre CorporationSABR774,400 shares · 0.0% of their software · price −$4.3M$4.5M+$3.1M
- Cerence Inc.CRNC177,116 shares · 0.0% of their software · price −$1.9M$4.5M−$22.1M
- PegasystemsPEGA90,937 shares · 0.0% of their software · price −$3.0M$4.4M+$4.2M
- Consensus Cloud Solutions, Inc.CCSI95,339 shares · 0.0% of their software · price −$1.6M$4.2MFlat
- Health CatalystHCAT286,727 shares · 0.0% of their software · price −$3.3M$4.2M+$4.2M
- Calix, Inc.CALX117,411 shares · 0.0% of their software · price −$1.0M$4.0M−$1.7M
- Alarm.com Holdings, Inc.ALRM60,723 shares · 0.0% of their software$3.8M−$704K
- International Money Express, Inc.IMXI172,186 shares · 0.0% of their software$3.5M+$2.4M
- Thryv Holdings, Inc.THRY151,784 shares · 0.0% of their software · price −$870K$3.4M+$4.0M
- NutanixNTNX222,767 shares · 0.0% of their software · price −$2.7M$3.3M−$3.8M
- DuolingoDUOL36,930 shares · 0.0% of their software$3.2M−$2.1M
- Digital TurbineAPPS184,644 shares · 0.0% of their software · price −$4.9M$3.2M−$68.0M
- AsanaASAN181,152 shares · 0.0% of their software · price −$4.1M$3.2MFlat
- WixWIX45,419 shares · 0.0% of their software · price −$1.8M$3.0MFlat
- RingCentralRNG53,416 shares · 0.0% of their software · price −$3.5M$2.8M−$16.2M
- InterDigital, Inc.IDCC45,754 shares · 0.0% of their software$2.8M−$1.5M
- Strategy IncMSTR16,575 shares · 0.0% of their software · price −$5.3M$2.7M+$1.3M
- UnityU72,462 shares · 0.0% of their software · price −$4.5M$2.7M−$211M
- Simulations PlusSLP51,715 shares · 0.0% of their software$2.6MFlat
- ePlus inc.PLUS46,493 shares · 0.0% of their software$2.5MFlat
- Rackspace Technology, Inc.RXT321,062 shares · 0.0% of their software · price −$1.3M$2.3M+$2.2M
- StoneCo Ltd.STNE287,229 shares · 0.0% of their software · price −$1.1M$2.2M−$7.0M
- EverCommerceEVCM237,879 shares · 0.0% of their software · price −$990K$2.2M+$2.4M
- Cognyte Software Ltd.CGNT503,457 shares · 0.0% of their software · price −$3.6M$2.1M+$1.5M
- Alight, Inc.ALIT311,510 shares · 0.0% of their software · price −$997K$2.1M−$873K
- YextYEXT439,798 shares · 0.0% of their software · price −$928K$2.1M+$1.4M
- PubMaticPUBM132,016 shares · 0.0% of their software · price −$1.4M$2.1M+$1.2M
- FlywireFLYW117,070 shares · 0.0% of their software · price −$1.5M$2.1M−$1.4M
- Commerce.com, Inc.CMRC117,196 shares · 0.0% of their software · price −$669K$1.9M−$1.6M
- DomoDOMO64,676 shares · 0.0% of their software$1.8M—
- AppFolioAPPF19,641 shares · 0.0% of their software$1.8MFlat
- 8x8EGHT344,542 shares · 0.0% of their software$1.8M—
- AppianAPPN37,318 shares · 0.0% of their software · price −$502K$1.8MFlat
- Bentley SystemsBSY50,809 shares · 0.0% of their software · price −$553K$1.7M+$1.2M
- Clear Secure, Inc.YOU80,445 shares · 0.0% of their software · price −$553K$1.6M+$2.0M
- Allot Ltd.ALLT308,965 shares · 0.0% of their software · price −$992K$1.5MFlat
- ToastTOST113,538 shares · 0.0% of their software · price −$998K$1.5M−$49.7M
- Telos CorporationTLS178,357 shares · 0.0% of their software$1.4MFlat
- C3.aiAI77,222 shares · 0.0% of their software$1.4MFlat
- Ooma, Inc.OOMA116,771 shares · 0.0% of their software$1.4MFlat
- FastlyFSLY118,955 shares · 0.0% of their software · price −$686K$1.4M−$2.2M
- monday.comMNDY13,026 shares · 0.0% of their software · price −$715K$1.3M−$9.5M
- PDF Solutions, Inc.PDFS60,287 shares · 0.0% of their software$1.3MFlat
- Mitek Systems, Inc.MITK137,068 shares · 0.0% of their software · price −$744K$1.3M+$1.5M
- Viant Technology Inc.DSP233,384 shares · 0.0% of their software$1.2M+$727K
- Endava plcDAVA13,235 shares · 0.0% of their software · price −$592K$1.2MFlat
- PAR Technology CorporationPAR29,003 shares · 0.0% of their software$1.1MFlat
- MagniteMGNI113,900 shares · 0.0% of their software$1.0M−$2.9M
- Payoneer Global Inc.PAYO220,450 shares · 0.0% of their software$865K+$720K
- Agilysys, Inc.AGYS16,417 shares · 0.0% of their software$776KFlat
- NICENICE3,909 shares · 0.0% of their software$752KFlat
- UiPathPATH38,348 shares · 0.0% of their software$698K−$77.1M
- BlackBerry LimitedBB127,062 shares · 0.0% of their software$684K−$14.1M
- AmplitudeAMPL39,919 shares · 0.0% of their software$571K+$528K
- Rimini Street, Inc.RMNI95,115 shares · 0.0% of their software$571KFlat
- N-ableNABL62,498 shares · 0.0% of their software$562KFlat
- SmartRent, Inc.SMRT121,978 shares · 0.0% of their software$551KFlat
- i3 Verticals, Inc.IIIV17,865 shares · 0.0% of their software$447KFlat
- AvePointAVPT102,372 shares · 0.0% of their software$444KFlat
- AlkamiALKT31,235 shares · 0.0% of their software$433KFlat
- AppLovinAPP11,196 shares · 0.0% of their software$385K+$563K
- SamsaraIOT29,113 shares · 0.0% of their software$326KFlat
- SprinklrCXM31,765 shares · 0.0% of their software$321KFlat
- DoubleVerifyDV13,520 shares · 0.0% of their software$307KFlat
- CS Disco, Inc.LAW16,822 shares · 0.0% of their software$303KFlat
- Cellebrite DI Ltd.CLBT58,892 shares · 0.0% of their software$301KFlat
- Sportradar Group AGSRAD34,417 shares · 0.0% of their software$272K−$4.9M
- Tucows Inc.TCX5,907 shares · 0.0% of their software$263KFlat
- Yalla Group LimitedYALA64,744 shares · 0.0% of their software$253KNew · Flat
- Blend Labs, Inc.BLND102,624 shares · 0.0% of their software$242K−$9.5M
- SimilarwebSMWB27,940 shares · 0.0% of their software$230KFlat
- DLocal LimitedDLO8,364 shares · 0.0% of their software$220KFlat
- Kingsoft Cloud Holdings LimitedKC44,062 shares · 0.0% of their software$196K−$1.8M
- Veritone, Inc.VERI29,105 shares · 0.0% of their software$190KFlat
- Intapp, Inc.INTA11,836 shares · 0.0% of their software$174KFlat
- Daily Journal CorporationDJCO646 shares · 0.0% of their software$167KFlat
- BrazeBRZE3,870 shares · 0.0% of their software$140KNew · Flat
- SoundThinking, Inc.SSTI4,860 shares · 0.0% of their software$130KFlat
- Zeta GlobalZETA25,576 shares · 0.0% of their software$115KFlat
- DHI Group, Inc.DHX22,862 shares · 0.0% of their software$114KFlat
- Red Violet, Inc.RDVT5,849 shares · 0.0% of their software$111KFlat
- VirTra, Inc.VTSI13,461 shares · 0.0% of their software$66KFlat
- Nerdy Inc.NRDY29,477 shares · 0.0% of their software$63KFlat
- NextNav Inc.NN26,084 shares · 0.0% of their software$59KNew · Flat
- Priority Technology Holdings, Inc.PRTH9,579 shares · 0.0% of their software$32KFlat
- Riskified Ltd.RSKD4,500 shares · 0.0% of their software$20KFlat
- Rekor Systems, Inc.REKR10,000 shares · 0.0% of their software$18KFlat
- Xunlei LimitedXNET5,153 shares · 0.0% of their software$8KFlat
- Immersion CorporationIMMR1,226 shares · 0.0% of their software$7KFlat
- CCC Intelligent Solutions Holdings Inc.CCC564 shares · 0.0% of their software$5KNew · Flat
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