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

Cassady Schiller 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
2024 Q4	$175	Buy	+1	New	+$179	﹤0.01%	1076

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassady Schiller Wealth Management's JKHY Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Jack Henry & Associates (JKHY) in Q4 2024: 1 share worth $175. The stake represents ﹤0.01% of the portfolio and ranks #1076 among its holdings.

710 funds tracked by Wall St. Rank hold JKHY as of Q4 2024.

Cassady Schiller Wealth Management held 1 share of Jack Henry & Associates worth $175 as of Q4 2024.
Jack Henry & Associates was a new Cassady Schiller Wealth Management position in Q4 2024.
Jack Henry & Associates made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1076 holding.
710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.