Generalist · New York, NY
JPMorgan Chase
Q4 2022 · compared with Q3 2022
Filed as Jpmorgan Chase & CO
- Software
- $45.4B
- Weight of 13F
- 6.5%
- Names
- 215
- Net bought
- +$2.7B
Filed 13 February 2023 · SEC filing.
5,189 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
- MicrosoftMSFT93,021,058 shares · 49.1% of their software · price +$644M$22.3BFlat
- IntuitINTU7,248,710 shares · 6.2% of their software · price +$13.8M$2.8B+$525M
- OracleORCL28,462,539 shares · 5.1% of their software · price +$588M$2.3B+$502M
- Automatic Data Processing, Inc.ADP6,439,821 shares · 3.4% of their software · price +$81.6M$1.5B+$314M
- SynopsysSNPS4,782,985 shares · 3.4% of their software · price +$65.9M$1.5B−$24.3M
- AdobeADBE3,901,456 shares · 2.9% of their software · price +$239M$1.3B+$407M
- Uber Technologies, Inc.UBER51,796,216 shares · 2.8% of their software · price −$91.7M$1.3B+$230M
- SalesforceCRM7,753,618 shares · 2.3% of their software · price −$87.2M$1.0B−$104M
- ServiceNowNOW2,021,205 shares · 1.7% of their software · price +$21.5M$785M+$37.7M
- Palo Alto NetworksPANW4,519,081 shares · 1.4% of their software · price −$110M$631M+$122M
- WorkdayWDAY3,735,933 shares · 1.4% of their software · price +$56.4M$625M−$9.2M
- VeriskVRSK3,182,442 shares · 1.2% of their software · price +$18.7M$561M+$6.1M
- The Trade DeskTTD12,121,782 shares · 1.2% of their software · price −$181M$543M+$207M
- MongoDBMDB2,317,329 shares · 1.0% of their software · price −$4.0M$456M+$63.9M
- CadenceCDNS2,529,254 shares · 0.9% of their software · price −$7.1M$406M+$51.4M
- ZoomZM5,540,280 shares · 0.8% of their software · price −$32.4M$375M−$17.6M
- CrowdStrikeCRWD3,098,592 shares · 0.7% of their software · price −$184M$326M+$43.0M
- HubSpotHUBS1,102,830 shares · 0.7% of their software · price +$21.0M$319M−$48.4M
- AkamaiAKAM2,781,937 shares · 0.5% of their software · price +$11.1M$235M+$155M
- ShopifySHOP6,251,128 shares · 0.5% of their software · price +$48.6M$217M+$2.9M
- WEX Inc.WEX1,297,572 shares · 0.5% of their software · price +$47.6M$212MFlat
- ZscalerZS1,867,546 shares · 0.5% of their software · price −$98.0M$209M−$31.1M
- F5, Inc.FFIV1,420,734 shares · 0.4% of their software · price −$1.7M$204M−$25.2M
- FactSetFDS477,977 shares · 0.4% of their software · price +$526K$192M+$33.9M
- MorningstarMORN834,364 shares · 0.4% of their software · price +$3.6M$181M+$8.3M
- Fiserv, Inc.FISV1,700,088 shares · 0.4% of their software · price +$12.8M$172M−$40.2M
- GoDaddyGDDY2,132,624 shares · 0.4% of their software · price +$8.4M$160M+$15.2M
- AutodeskADSK819,294 shares · 0.3% of their software$153M+$34.1M
- Gen DigitalGEN6,913,681 shares · 0.3% of their software · price +$8.9M$148M−$58.9M
- ProcorePCOR3,137,249 shares · 0.3% of their software · price −$7.2M$148M+$75.5M
- Roper Technologies, Inc.ROP334,776 shares · 0.3% of their software · price +$24.3M$145M+$47.5M
- Ribbon Communications Inc.RBBN51,595,932 shares · 0.3% of their software · price +$29.4M$144MFlat
- Five9FIVN2,096,666 shares · 0.3% of their software · price −$14.9M$142M+$40.4M
- DocuSignDOCU2,513,782 shares · 0.3% of their software · price +$4.9M$139M+$76.7M
- AtlassianTEAM1,012,241 shares · 0.3% of their software · price −$82.9M$130MNew · +$213M
- VeevaVEEV804,985 shares · 0.3% of their software · price −$2.8M$130M+$46.7M
- Block, Inc.XYZ2,001,417 shares · 0.3% of their software · price +$15.7M$126M−$30.0M
- ElasticESTC2,408,582 shares · 0.3% of their software · price −$48.7M$124M−$65.7M
- GuidewireGWRE1,777,549 shares · 0.2% of their software · price +$1.7M$111M+$35.9M
- SnowflakeSNOW771,412 shares · 0.2% of their software · price −$20.4M$111M+$29.4M
- FortinetFTNT2,198,387 shares · 0.2% of their software · price −$528K$107M+$2.3M
- Remitly Global, Inc.RELY8,571,119 shares · 0.2% of their software · price +$2.8M$98.1MFlat
- OktaOKTA1,227,925 shares · 0.2% of their software · price +$14.1M$83.9MFlat
- Clearwater AnalyticsCWAN4,468,384 shares · 0.2% of their software$83.8M—
- Clear Secure, Inc.YOU2,960,009 shares · 0.2% of their software · price +$13.5M$81.2M+$8.3M
- DatadogDDOG1,071,646 shares · 0.2% of their software · price −$16.4M$78.8M−$54.2M
- BlackLineBL1,152,890 shares · 0.2% of their software · price +$8.5M$77.6MFlat
- Q2QTWO2,760,234 shares · 0.2% of their software · price −$14.7M$74.2M−$13.6M
- NetApp, Inc.NTAP1,183,717 shares · 0.2% of their software · price −$2.1M$71.1M+$17.1M
- WorkivaWK825,079 shares · 0.2% of their software · price +$5.1M$69.3M+$18.9M
- Lyft, Inc.LYFT6,171,962 shares · 0.1% of their software · price −$13.3M$68.0M−$19.0M
- Fair IsaacFICO110,881 shares · 0.1% of their software · price +$20.7M$66.4M+$1.4M
- CertaraCERT4,061,283 shares · 0.1% of their software · price +$11.3M$65.3M−$1.5M
- Paychex, Inc.PAYX506,372 shares · 0.1% of their software · price +$1.7M$58.5M+$11.1M
- nCinoNCNO2,195,420 shares · 0.1% of their software · price −$16.8M$58.0M+$18.4M
- Calix, Inc.CALX770,529 shares · 0.1% of their software · price +$5.6M$52.7M+$18.5M
- SAPSAP505,439 shares · 0.1% of their software · price +$11.1M$52.2M−$2.9M
- DynatraceDT1,352,934 shares · 0.1% of their software · price +$4.7M$51.8M−$13.2M
- Definitive HealthcareDH4,361,682 shares · 0.1% of their software · price −$19.8M$47.9M+$16.3M
- Grab Holdings LimitedGRAB14,063,663 shares · 0.1% of their software · price +$8.3M$45.3M+$6.3M
- ZoomInfoZI1,457,984 shares · 0.1% of their software$43.9M—
- CoStarCSGP500,266 shares · 0.1% of their software · price +$3.8M$38.7MFlat
- DropboxDBX1,700,511 shares · 0.1% of their software · price +$2.8M$38.1M+$13.6M
- VertexVERX2,569,072 shares · 0.1% of their software · price +$2.2M$37.3MFlat
- BroadridgeBR277,141 shares · 0.1% of their software · price −$2.8M$37.2MFlat
- SentinelOneS2,430,556 shares · 0.1% of their software · price −$26.7M$35.5M−$23.4M
- OpenTextOTEX1,179,977 shares · 0.1% of their software · price +$3.8M$35.0M+$3.9M
- Shift4 Payments, Inc.FOUR583,147 shares · 0.1% of their software · price +$6.6M$32.6M−$18.5M
- DigitalOceanDOCN1,271,538 shares · 0.1% of their software · price −$13.6M$32.4M−$25.3M
- Manhattan AssociatesMANH264,298 shares · 0.1% of their software · price −$3.1M$32.1M+$1.1M
- JFrogFROG1,469,418 shares · 0.1% of their software · price −$1.1M$31.3M−$4.9M
- Full Truck Alliance Co. Ltd.YMM3,897,580 shares · 0.1% of their software · price +$5.7M$31.2M+$2.3M
- Tyler TechnologiesTYL96,201 shares · 0.1% of their software · price −$2.4M$31.0M−$1.1M
- Sprout SocialSPT540,368 shares · 0.1% of their software · price −$2.3M$30.5M+$1.0M
- SS&CSSNC582,053 shares · 0.1% of their software · price +$2.5M$30.3M−$6.4M
- BILLBILL266,487 shares · 0.1% of their software · price −$6.2M$29.0M+$1.1M
- LiveRamp Holdings, Inc.RAMP1,154,448 shares · 0.1% of their software · price +$6.1M$27.1M+$1.6M
- Sabre CorporationSABR4,295,331 shares · 0.1% of their software · price +$4.4M$26.5M+$18.0M
- VeriSign, Inc.VRSN124,111 shares · 0.1% of their software · price +$3.9M$25.5M−$1.5M
- Health CatalystHCAT2,367,886 shares · 0.1% of their software · price +$2.2M$25.2M+$9.1M
- UnityU859,154 shares · 0.1% of their software · price −$2.8M$24.6M+$7.1M
- Global-EGLBE1,142,502 shares · 0.1% of their software · price −$7.0M$23.6MFlat
- FlywireFLYW941,406 shares · 0.1% of their software · price +$1.4M$23.0M+$1.0M
- Amdocs LimitedDOX237,051 shares · 0.0% of their software · price +$2.7M$21.5MFlat
- PaycomPAYC68,727 shares · 0.0% of their software · price −$1.4M$21.3M−$41.8M
- TrimbleTRMB412,121 shares · 0.0% of their software · price −$1.5M$20.8M−$878K
- BoxBOX654,537 shares · 0.0% of their software · price +$4.4M$20.4M−$953K
- QualysQLYS180,838 shares · 0.0% of their software · price −$4.9M$20.3M−$3.0M
- CommvaultCVLT322,924 shares · 0.0% of their software · price +$3.2M$20.3MFlat
- eGain CorporationEGAN2,012,249 shares · 0.0% of their software · price +$3.4M$18.2M+$2.8M
- PTCPTC148,836 shares · 0.0% of their software · price +$2.3M$17.9M−$1.2M
- International Money Express, Inc.IMXI671,160 shares · 0.0% of their software · price +$1.1M$16.4M+$4.3M
- DoximityDOCS465,237 shares · 0.0% of their software · price +$1.6M$15.6M+$2.2M
- PhreesiaPHR406,775 shares · 0.0% of their software · price +$2.8M$13.2M+$3.7M
- Donnelley Financial Solutions, Inc.DFIN332,487 shares · 0.0% of their software · price +$559K$12.9MFlat
- VaronisVRNS527,734 shares · 0.0% of their software · price −$1.4M$12.6M+$4.7M
- Repay Holdings CorporationRPAY1,554,947 shares · 0.0% of their software · price +$1.5M$12.5M+$9.7M
- PaylocityPCTY57,659 shares · 0.0% of their software · price −$2.7M$11.2M−$1.2M
- TeradataTDC315,152 shares · 0.0% of their software · price +$819K$10.6M+$524K
- DescartesDSGX149,173 shares · 0.0% of their software · price +$913K$10.4M−$2.2M
- SPS CommerceSPSC80,562 shares · 0.0% of their software$10.3MFlat
- Check PointCHKP80,834 shares · 0.0% of their software · price +$1.1M$10.2M−$3.6M
- Upbound Group, Inc.UPBD428,725 shares · 0.0% of their software · price +$2.2M$9.7M+$1.8M
- Euronet Worldwide, Inc.EEFT101,714 shares · 0.0% of their software · price +$1.9M$9.6MFlat
- TwilioTWLO182,804 shares · 0.0% of their software · price −$3.7M$9.0M−$35.9M
- EVERTEC, Inc.EVTC269,892 shares · 0.0% of their software$8.7M+$1.8M
- TenableTENB218,926 shares · 0.0% of their software · price +$733K$8.4M+$2.7M
- SamsaraIOT669,256 shares · 0.0% of their software$8.3M+$5.4M
- OneSpan Inc.OSPN739,841 shares · 0.0% of their software · price +$1.9M$8.3MFlat
- Adeia Inc.ADEA871,101 shares · 0.0% of their software · price +$2.9M$8.3MNew · +$5.3M
- Bandwidth Inc.BAND338,276 shares · 0.0% of their software · price +$3.7M$7.8M+$1.3M
- SchrödingerSDGR409,192 shares · 0.0% of their software · price −$2.6M$7.6MFlat
- ProgressPRGS138,417 shares · 0.0% of their software · price +$1.1M$7.0MFlat
- BlackbaudBLKB117,001 shares · 0.0% of their software · price +$1.7M$6.9MFlat
- ACI WorldwideACIW297,606 shares · 0.0% of their software · price +$625K$6.8MFlat
- RingCentralRNG185,183 shares · 0.0% of their software · price −$844K$6.6M+$1.2M
- PagerDutyPD244,101 shares · 0.0% of their software · price +$852K$6.5MFlat
- CloudflareNET141,677 shares · 0.0% of their software · price −$1.4M$6.4M−$1.5M
- Rapid7RPD176,049 shares · 0.0% of their software · price −$1.6M$6.0M+$2.4M
- PagSeguro Digital Ltd.PAGS594,456 shares · 0.0% of their software · price −$2.7M$5.2M−$37.1M
- GitLabGTLB112,663 shares · 0.0% of their software · price −$651K$5.1M−$8.2M
- NetScout Systems, Inc.NTCT157,182 shares · 0.0% of their software$5.1M−$1.3M
- AsanaASAN336,401 shares · 0.0% of their software · price −$2.8M$4.6MFlat
- Ooma, Inc.OOMA338,747 shares · 0.0% of their software$4.6MFlat
- PaymentusPAY569,160 shares · 0.0% of their software · price −$973K$4.6MFlat
- UiPathPATH350,252 shares · 0.0% of their software$4.5M−$4.3M
- StoneCo Ltd.STNE419,936 shares · 0.0% of their software$4.0M+$2.6M
- WixWIX50,888 shares · 0.0% of their software$3.9M−$4.9M
- ToastTOST216,339 shares · 0.0% of their software$3.9M−$35.7M
- NutanixNTNX148,153 shares · 0.0% of their software · price +$773K$3.9M−$1.0M
- CourseraCOUR324,210 shares · 0.0% of their software$3.8MFlat
- PegasystemsPEGA109,635 shares · 0.0% of their software$3.8MFlat
- Endava plcDAVA44,336 shares · 0.0% of their software$3.4M+$3.0M
- Agora, Inc.API839,277 shares · 0.0% of their software$3.3M−$506K
- Alarm.com Holdings, Inc.ALRM61,581 shares · 0.0% of their software · price −$947K$3.0MFlat
- Thryv Holdings, Inc.THRY147,585 shares · 0.0% of their software · price −$565K$2.8MFlat
- Alight, Inc.ALIT333,767 shares · 0.0% of their software$2.8MFlat
- Digital TurbineAPPS179,533 shares · 0.0% of their software$2.7MFlat
- DuolingoDUOL38,339 shares · 0.0% of their software · price −$924K$2.7M−$2.1M
- InterDigital, Inc.IDCC53,764 shares · 0.0% of their software$2.7MFlat
- Strategy IncMSTR17,687 shares · 0.0% of their software · price −$1.3M$2.5MFlat
- Consensus Cloud Solutions, Inc.CCSI44,932 shares · 0.0% of their software$2.4MFlat
- LightspeedLSPD168,311 shares · 0.0% of their software · price −$552K$2.4M−$41.6M
- AppFolioAPPF22,639 shares · 0.0% of their software$2.4MFlat
- Agilysys, Inc.AGYS29,302 shares · 0.0% of their software · price +$697K$2.3M+$581K
- Radware Ltd.RDWR117,250 shares · 0.0% of their software$2.3M−$2.7M
- Cerence Inc.CRNC122,728 shares · 0.0% of their software$2.3MFlat
- Xperi Inc.XPER257,573 shares · 0.0% of their software · price −$4.5M$2.2MNew · +$6.7M
- Payoneer Global Inc.PAYO352,992 shares · 0.0% of their software$1.9M−$4.4M
- Telos CorporationTLS348,284 shares · 0.0% of their software · price −$1.3M$1.8M+$2.0M
- FreshworksFRSH119,998 shares · 0.0% of their software$1.8MFlat
- EverCommerceEVCM223,459 shares · 0.0% of their software · price −$780K$1.7MFlat
- A10 Networks, Inc.ATEN99,733 shares · 0.0% of their software$1.7M−$608K
- PDF Solutions, Inc.PDFS57,175 shares · 0.0% of their software$1.6MFlat
- Mitek Systems, Inc.MITK163,841 shares · 0.0% of their software$1.6MFlat
- ePlus inc.PLUS35,807 shares · 0.0% of their software$1.6MFlat
- Daily Journal CorporationDJCO6,125 shares · 0.0% of their software$1.5M−$3.4M
- Bentley SystemsBSY41,254 shares · 0.0% of their software$1.5MFlat
- FastlyFSLY181,434 shares · 0.0% of their software$1.5MFlat
- YextYEXT224,877 shares · 0.0% of their software$1.5MFlat
- N-ableNABL138,755 shares · 0.0% of their software$1.4MFlat
- MagniteMGNI132,118 shares · 0.0% of their software · price +$531K$1.4MFlat
- AppianAPPN42,164 shares · 0.0% of their software$1.4MFlat
- SprinklrCXM145,150 shares · 0.0% of their software$1.2M+$629K
- Zeta GlobalZETA121,446 shares · 0.0% of their software$992KFlat
- AlkamiALKT67,380 shares · 0.0% of their software$983K+$542K
- PalantirPLTR145,091 shares · 0.0% of their software$931KFlat
- C3.aiAI79,927 shares · 0.0% of their software$895K−$1.2M
- Intapp, Inc.INTA33,144 shares · 0.0% of their software$827KFlat
- DoubleVerifyDV37,185 shares · 0.0% of their software$817KFlat
- NICENICE3,943 shares · 0.0% of their software$758KFlat
- Viant Technology Inc.DSP187,620 shares · 0.0% of their software$754KFlat
- PAR Technology CorporationPAR28,315 shares · 0.0% of their software$738KFlat
- Cognyte Software Ltd.CGNT232,079 shares · 0.0% of their software$722KFlat
- Sportradar Group AGSRAD71,273 shares · 0.0% of their software$710K+$612K
- AmplitudeAMPL56,750 shares · 0.0% of their software$686KFlat
- Simulations PlusSLP18,734 shares · 0.0% of their software$685KFlat
- BlackBerry LimitedBB208,514 shares · 0.0% of their software$680KFlat
- AppLovinAPP62,629 shares · 0.0% of their software · price −$561K$660KFlat
- Commerce.com, Inc.CMRC65,132 shares · 0.0% of their software$569KFlat
- CS Disco, Inc.LAW81,992 shares · 0.0% of their software$519K+$634K
- 8x8EGHT116,338 shares · 0.0% of their software$503K—
- CCC Intelligent Solutions Holdings Inc.CCC54,531 shares · 0.0% of their software$474KFlat
- DomoDOMO33,276 shares · 0.0% of their software$474K—
- AvePointAVPT115,128 shares · 0.0% of their software$473KFlat
- BrazeBRZE14,318 shares · 0.0% of their software$391KFlat
- PubMaticPUBM26,202 shares · 0.0% of their software$336KFlat
- i3 Verticals, Inc.IIIV13,010 shares · 0.0% of their software$317KFlat
- Rimini Street, Inc.RMNI81,151 shares · 0.0% of their software$310KFlat
- SmartRent, Inc.SMRT125,177 shares · 0.0% of their software$304KFlat
- Cellebrite DI Ltd.CLBT65,578 shares · 0.0% of their software$286KFlat
- Rackspace Technology, Inc.RXT87,967 shares · 0.0% of their software$259K−$755K
- Paysafe LimitedPSFE16,505 shares · 0.0% of their software$230KNew · Flat
- DLocal LimitedDLO13,864 shares · 0.0% of their software$216K−$3.7M
- Tucows Inc.TCX6,042 shares · 0.0% of their software$205KFlat
- SoundThinking, Inc.SSTI5,326 shares · 0.0% of their software$180KFlat
- Expensify, Inc.EXFY19,522 shares · 0.0% of their software$172KFlat
- Blend Labs, Inc.BLND110,585 shares · 0.0% of their software$159KFlat
- Red Violet, Inc.RDVT6,715 shares · 0.0% of their software$155KFlat
- DHI Group, Inc.DHX26,732 shares · 0.0% of their software$142KFlat
- Yalla Group LimitedYALA37,567 shares · 0.0% of their software$131KFlat
- NextNav Inc.NN38,098 shares · 0.0% of their software$112KFlat
- Allot Ltd.ALLT27,562 shares · 0.0% of their software$95KFlat
- Veritone, Inc.VERI17,706 shares · 0.0% of their software$94KFlat
- Nerdy Inc.NRDY30,679 shares · 0.0% of their software$69KFlat
- Priority Technology Holdings, Inc.PRTH10,142 shares · 0.0% of their software$53KFlat
- SemrushSEMR3,236 shares · 0.0% of their software$27K—
- Tuya Inc.TUYA11,590 shares · 0.0% of their software$22KNew · Flat
- Riskified Ltd.RSKD4,500 shares · 0.0% of their software$21KFlat
- Grindr Inc.GRND2,876 shares · 0.0% of their software$13KNew · Flat
- Rekor Systems, Inc.REKR8,000 shares · 0.0% of their software$10KFlat
- Immersion CorporationIMMR1,226 shares · 0.0% of their software$9KFlat
- Asure Software, Inc.ASUR806 shares · 0.0% of their software$8KFlat
- SimilarwebSMWB300 shares · 0.0% of their software$2KFlat
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