Bogart Wealth LLC’s Jack Henry & Associates JKHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$219K Buy
1,587
+134
+9% +$19K 0.01% 268
2026
Q1
$230K Sell
1,453
-9
-0.6% -$1.54K 0.01% 236
2025
Q4
$267K Buy
1,462
+9
+0.6% +$1.5K 0.01% 226
2025
Q3
$216K Buy
1,453
+3
+0.2% +$498 0.01% 239
2025
Q2
$261K Hold
1,450
0.01% 205
2025
Q1
$265K Hold
1,450
0.01% 203
2024
Q4
$254K Hold
1,450
0.01% 199
2024
Q3
$256K Hold
1,450
0.01% 195
2024
Q2
$241K Sell
1,450
-39
-3% -$6.47K 0.01% 196
2024
Q1
$259K Hold
1,489
0.01% 186
2023
Q4
$243K Buy
1,489
+1
+0.1% +$153 0.01% 190
2023
Q3
$225K Hold
1,488
0.01% 188
2023
Q2
$249K Sell
1,488
-9
-0.6% -$1.4K 0.02% 182
2023
Q1
$226K Buy
1,497
+47
+3% +$7.84K 0.02% 173
2022
Q4
$255K Sell
1,450
-34
-2% -$6.28K 0.02% 165
2022
Q3
$270K Buy
1,484
+34
+2% +$6.67K 0.02% 157
2022
Q2
$261K Buy
+1,450
New +$272K 0.02% 150

Other funds holding JKHY

Bogart Wealth LLC's JKHY Position: Q2 2026 in Review

Bogart Wealth LLC increased its Jack Henry & Associates (JKHY) stake by 9.2% in Q2 2026, buying an estimated $19K and bringing the position to 1,587 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #268.

Bogart Wealth LLC first reported a position in JKHY in Q2 2022 and has held it in 17 quarters since. The position peaked at $270K in Q3 2022. 157 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Bogart Wealth LLC held 1,587 shares of Jack Henry & Associates worth $219K as of Q2 2026.
  • Bogart Wealth LLC bought 134 Jack Henry & Associates shares in Q2 2026, an estimated $19K.
  • Jack Henry & Associates made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #268 holding.
  • Bogart Wealth LLC first reported a position in Jack Henry & Associates in Q2 2022 and has held it in 17 quarters since.
  • Bogart Wealth LLC's Jack Henry & Associates position peaked at $270K in Q3 2022.
  • 157 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.