Position in CXM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,264,331
-$2,778,041 QoQ
Shares Held
632,623
-37.2% QoQ
Ownership
0.270%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 267 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JPMORGAN CHASE & CO holds $20,019,258,893 across 153 Software - Application names. CXM ranks #87 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
7,865,907 | $2,952,232,205 | |
| 2 | SNOW |
Snowflake Inc.
|
9,218,816 | $2,346,188,666 | |
| 3 | SHOP |
Shopify Inc.
|
15,220,724 | $1,737,902,256 | |
| 4 | CRM |
Salesforce, Inc.
|
10,440,961 | $1,635,680,940 | |
| 5 | NOW |
ServiceNow, Inc.
|
13,949,279 | $1,384,884,410 | |
| 6 | INTU |
Intuit Inc.
|
4,808,487 | $1,255,015,107 | |
| 7 | DDOG |
Datadog, Inc.
|
4,451,836 | $1,159,080,013 | |
| 8 | ADSK |
Autodesk, Inc.
|
5,023,243 | $976,618,891 |
All Filings in CXM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,264,331 | 632,623 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $6,042,372 | 1,007,062 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,688,287 | 602,608 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,824,363 | 624,918 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $3,656,706 | 432,235 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $6,538,982 | 783,112 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,456,714 | 409,079 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $4,859,546 | 628,661 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $1,863,786 | 193,741 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,703,134 | 138,805 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $3,575,648 | 296,981 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $5,700,154 | 411,861 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,265,239 | 308,405 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $454,661 | 35,082 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,185,873 | 145,150 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $709,633 | 76,967 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $321,143 | 31,765 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $721,281 | 60,612 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,570 | 162 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||