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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

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VCM
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State Street
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VPM
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Morgan Stanley
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Geode Capital Management
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CBU
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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