AFWM
JKHY icon

AMJ Financial Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

AMJ Financial Wealth Management’s Portfolio JKHY Stock Details JKHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,218
Closed -$204K – 71
2023
Q2 		$204K Sell
1,218
-297
-20% -$46.2K 0.09% 70
2023
Q1 		$228K Hold
1,515
– – 0.15% 53
2022
Q4 		$266K Sell
1,515
-54
-3% -$9.97K 0.16% 49
2022
Q3 		$286K Sell
1,569
-4
-0.3% -$785 0.19% 45
2022
Q2 		$283K Sell
1,573
-7
-0.4% -$1.31K 0.24% 45
2022
Q1 		$311K Sell
1,580
-34
-2% -$5.95K 0.12% 68
2021
Q4 		$270K Sell
1,614
-14
-0.9% -$2.27K 0.1% 83
2021
Q3 		$267K Sell
1,628
-11
-0.7% -$1.89K 0.11% 81
2021
Q2 		$268K Hold
1,639
– – 0.12% 82
2021
Q1 		$249K Sell
1,639
-3,132
-66% -$478K 0.12% 77
2020
Q4 		$773K Buy
4,771
+2,863
+150% +$455K 0.39% 45
2020
Q3 		$310K Sell
1,908
-24
-1% -$4.17K 0.18% 53
2020
Q2 		$356K Hold
1,932
– – 0.24% 53
2020
Q1 		$300K Sell
1,932
-5,926
-75% -$920K 0.52% 26
2019
Q4 		$1.15M Buy
+7,858
New +$1.15M 0.8% 36

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AMJ Financial Wealth Management's JKHY Position: Q3 2023 in Review

AMJ Financial Wealth Management sold out of Jack Henry & Associates (JKHY) in Q3 2023, closing a stake of 1,218 shares — an estimated $204K sold.

AMJ Financial Wealth Management first reported a position in JKHY in Q4 2019 and held it in 15 quarters. The position peaked at $1.15M in Q4 2019. 634 funds tracked by Wall St. Rank hold JKHY as of Q3 2023.

  • AMJ Financial Wealth Management reported no remaining Jack Henry & Associates position as of Q3 2023 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 1,218 Jack Henry & Associates shares in Q3 2023, an estimated $204K.
  • AMJ Financial Wealth Management first reported a position in Jack Henry & Associates in Q4 2019 and held it in 15 quarters.
  • AMJ Financial Wealth Management's Jack Henry & Associates position peaked at $1.15M in Q4 2019.
  • 634 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2023.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.