Position in UPBD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,344,923
-$382,100 QoQ
Shares Held
74,511
-24.2% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40.3671941055683.ToString("F0")%
Shared 0.ToString("F0")%
None 59.6328058944317.ToString("F0")%
Common Shares in UPBD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026JPMORGAN CHASE & CO holds $24,724,070,637 across 156 Software - Application names. UPBD ranks #102 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
13,098,859 | $5,663,684,643 | |
| 2 | NOW |
ServiceNow, Inc.
|
30,996,941 | $3,240,730,172 | |
| 3 | SHOP |
Shopify Inc.
|
17,457,018 | $2,070,751,465 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
6,545,190 | $1,818,711,936 | |
| 5 | SNOW |
Snowflake Inc.
|
11,187,132 | $1,687,243,241 | |
| 6 | ADSK |
Autodesk, Inc.
|
4,204,622 | $1,006,586,500 | |
| 7 | CRM |
Salesforce, Inc.
|
5,021,730 | $937,406,331 | |
| 8 | UBER |
Uber Technologies, Inc
|
11,729,332 | $843,690,841 |
All Filings in UPBD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,344,923 | 74,511 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,727,023 | 98,350 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $6,310,673 | 267,062 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $1,867,138 | 74,388 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $6,584,709 | 274,821 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $6,871,574 | 235,570 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,834,877 | 182,397 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $2,430,976 | 79,185 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $5,331,778 | 151,428 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $11,123,915 | 327,463 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $11,919,649 | 404,742 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,362,706 | 429,255 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,617,216 | 433,179 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $9,667,747 | 428,725 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,694,006 | 325,186 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,798,744 | 298,136 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $10,475,386 | 415,855 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $14,456,626 | 300,929 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $11,470,660 | 204,068 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $12,341,426 | 232,550 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $27,968,729 | 485,063 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $20,326,666 | 530,861 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $19,065,931 | 637,870 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $16,746,663 | 601,965 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $14,531,548 | 1,027,691 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||