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Coppell Advisory Solutions’s Jack Henry & Associates JKHY Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-5
Closed -$875 – 1132
2024
Q4 		$875 Hold
5
– – ﹤0.01% 1688
2024
Q3 		$880 Hold
5
– – ﹤0.01% 1588
2024
Q2 		$830 Buy
+5
New +$830 ﹤0.01% 1527
2023
Q4 		$817 Buy
+5
New +$766 ﹤0.01% 1449
2023
Q3 		– Sell
-5
Closed -$832 – 1381
2023
Q2 		$832 Buy
+5
New +$778 ﹤0.01% 1169

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Coppell Advisory Solutions's JKHY Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Jack Henry & Associates (JKHY) in Q1 2025, closing a stake of 5 shares — an estimated $875 sold.

Coppell Advisory Solutions first reported a position in JKHY in Q2 2023 and held it in 5 quarters. The position peaked at $880 in Q3 2024. 717 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Jack Henry & Associates position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 5 Jack Henry & Associates shares in Q1 2025, an estimated $875.
  • Coppell Advisory Solutions first reported a position in Jack Henry & Associates in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Jack Henry & Associates position peaked at $880 in Q3 2024.
  • 717 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.