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

Apollon 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
2026
Q1 		$1.78M Sell
11,284
-2,060
-15% -$353K 0.03% 423
2025
Q4 		$2.43M Sell
13,344
-583
-4% -$97.1K 0.04% 331
2025
Q3 		$2.07M Buy
13,927
+10,169
+271% +$1.69M 0.04% 374
2025
Q2 		$677K Sell
3,758
-31
-0.8% -$5.5K 0.01% 683
2025
Q1 		$692K Buy
3,789
+645
+21% +$113K 0.02% 618
2024
Q4 		$551K Sell
3,144
-78
-2% -$13.9K 0.01% 710
2024
Q3 		$569K Sell
3,222
-532
-14% -$90K 0.02% 662
2024
Q2 		$623K Sell
3,754
-907
-19% -$151K 0.02% 600
2024
Q1 		$810K Sell
4,661
-1,667
-26% -$284K 0.03% 533
2023
Q4 		$1.03M Buy
6,328
+4,918
+349% +$753K 0.04% 439
2023
Q3 		$213K Buy
+1,410
New +$228K 0.01% 811
2023
Q1 		– Sell
-1,432
Closed -$251K – 896
2022
Q4 		$251K Buy
1,432
+69
+5% +$12.7K 0.02% 715
2022
Q3 		$248K Sell
1,363
-346
-20% -$67.9K 0.02% 664
2022
Q2 		$308K Buy
+1,709
New +$320K 0.03% 554

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Apollon Wealth Management's JKHY Position: Q1 2026 in Review

Apollon Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 15% in Q1 2026, selling an estimated $353K and leaving 11,284 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #423.

Apollon Wealth Management first reported a position in JKHY in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.43M in Q4 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Apollon Wealth Management held 11,284 shares of Jack Henry & Associates worth $1.78M as of Q1 2026.
  • Apollon Wealth Management sold 2,060 Jack Henry & Associates shares in Q1 2026, an estimated $353K.
  • Jack Henry & Associates made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #423 holding.
  • Apollon Wealth Management first reported a position in Jack Henry & Associates in Q2 2022 and has held it in 14 quarters since.
  • Apollon Wealth Management's Jack Henry & Associates position peaked at $2.43M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.