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

Cherry Tree 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 		$8.38K Hold
53
– – ﹤0.01% 448
2025
Q4 		$9.67K Sell
53
-13
-20% -$2.17K ﹤0.01% 429
2025
Q3 		$9.83K Hold
66
– – ﹤0.01% 411
2025
Q2 		$11.9K Hold
66
– – ﹤0.01% 389
2025
Q1 		$12.1K Hold
66
– – ﹤0.01% 399
2024
Q4 		$11.6K Hold
66
– – ﹤0.01% 393
2024
Q3 		$11.7K Hold
66
– – ﹤0.01% 398
2024
Q2 		$11K Hold
66
– – ﹤0.01% 382
2024
Q1 		$11.5K Hold
66
– – ﹤0.01% 364
2023
Q4 		$10.8K Hold
66
– – ﹤0.01% 350
2023
Q3 		$9.98K Hold
66
– – ﹤0.01% 342
2023
Q2 		$11K Buy
+66
New +$10.3K ﹤0.01% 332

Other funds holding JKHY

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Cherry Tree Wealth Management's JKHY Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Jack Henry & Associates (JKHY) position steady in Q1 2026 at 53 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Cherry Tree Wealth Management first reported a position in JKHY in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.1K in Q1 2025. 772 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Cherry Tree Wealth Management held 53 shares of Jack Henry & Associates worth $8.38K as of Q1 2026.
  • Cherry Tree Wealth Management left its Jack Henry & Associates share count unchanged in Q1 2026.
  • Jack Henry & Associates made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #448 holding.
  • Cherry Tree Wealth Management first reported a position in Jack Henry & Associates in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Jack Henry & Associates position peaked at $12.1K in Q1 2025.
  • 772 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.