Claris Advisors’s Jack Henry & Associates JKHY Stock Holding History

Claris Advisors’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	–	Sell	-4	Closed	-$706	–	615
2024 Q3	$706	Buy	+4	New	+$677	﹤0.01%	524

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

Claris Advisors's JKHY Position: Q4 2024 in Review

Claris Advisors sold out of Jack Henry & Associates (JKHY) in Q4 2024, closing a stake of 4 shares — an estimated $706 sold.

Claris Advisors first reported a position in JKHY in Q3 2024 and held it in 1 quarter. The position peaked at $706 in Q3 2024. 710 funds tracked by Wall St. Rank hold JKHY as of Q4 2024.

Claris Advisors reported no remaining Jack Henry & Associates position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 4 Jack Henry & Associates shares in Q4 2024, an estimated $706.
Claris Advisors first reported a position in Jack Henry & Associates in Q3 2024 and held it in 1 quarter.
Claris Advisors's Jack Henry & Associates position peaked at $706 in Q3 2024.
710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.