Position in IBTA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,895,366
+$2,359,834 QoQ
Shares Held
84,759
+374.3% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 145 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IBTA Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026JPMORGAN CHASE & CO holds $20,052,266,521 across 153 Software - Application names. IBTA ranks #91 (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 IBTA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,895,366 | 84,759 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $535,532 | 17,869 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,699,407 | 74,765 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $15,932,705 | 572,090 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $23,968,459 | 654,876 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,750,157 | 112,563 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,467,127 | 99,372 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $361,896 | 5,874 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $429,313 | 5,712 | Shares | Defined | 2024-12-26 | |
| No filing history on record for this holder in this stock. | ||||||