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Belpointe Asset Management’s Jack Henry & Associates JKHY Stock Holding History

Belpointe Asset 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 		– Sell
-1,257
Closed -$229K – 1138
2025
Q4 		$229K Buy
+1,257
New +$209K 0.01% 924
2025
Q3 		– Sell
-1,171
Closed -$211K – 1017
2025
Q2 		$211K Sell
1,171
-52
-4% -$9.23K 0.01% 862
2025
Q1 		$223K Buy
+1,223
New +$213K 0.01% 826
2024
Q4 		– Sell
-1,166
Closed -$206K – 915
2024
Q3 		$206K Buy
+1,166
New +$197K 0.01% 800
2023
Q2 		– Sell
-456
Closed -$68.9K – 2011
2023
Q1 		$68.9K Sell
456
-14
-3% -$2.34K ﹤0.01% 1525
2022
Q4 		$82.6K Buy
+470
New +$86.8K 0.01% 1342

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

Belpointe Asset Management's JKHY Position: Q1 2026 in Review

Belpointe Asset Management sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,257 shares — an estimated $229K sold.

Belpointe Asset Management first reported a position in JKHY in Q4 2022 and held it in 6 quarters. The position peaked at $229K in Q4 2025. 769 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Belpointe Asset Management reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 1,257 Jack Henry & Associates shares in Q1 2026, an estimated $229K.
  • Belpointe Asset Management first reported a position in Jack Henry & Associates in Q4 2022 and held it in 6 quarters.
  • Belpointe Asset Management's Jack Henry & Associates position peaked at $229K in Q4 2025.
  • 769 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.