Delos Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History

Delos Wealth 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
2025 Q1	–	Sell	-4	Closed	-$738	–	119
2024 Q4	$738	Hold	4	–	–	﹤0.01%	181
2024 Q3	$741	Hold	4	–	–	﹤0.01%	164
2024 Q2	$695	Hold	4	–	–	﹤0.01%	281
2024 Q1	$725	Hold	4	–	–	﹤0.01%	280
2023 Q4	$679	Hold	4	–	–	﹤0.01%	227
2023 Q3	$648	Hold	4	–	–	﹤0.01%	261
2023 Q2	$691	Hold	4	–	–	﹤0.01%	252
2023 Q1	$621	Hold	4	–	–	﹤0.01%	275
2022 Q4	$720	Hold	4	–	–	﹤0.01%	260
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	248
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	216
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	234
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	416
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	181
2021 Q2	$1K	Buy	+4	New	+$639	﹤0.01%	169

Other funds holding JKHY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Delos Wealth Advisors's JKHY Position: Q1 2025 in Review

Delos Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2025, closing a stake of 4 shares — an estimated $738 sold.

Delos Wealth Advisors first reported a position in JKHY in Q2 2021 and held it in 15 quarters. The position peaked at $1K in Q3 2022. 717 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

Delos Wealth Advisors reported no remaining Jack Henry & Associates position as of Q1 2025 after selling out during the quarter.
Delos Wealth Advisors sold 4 Jack Henry & Associates shares in Q1 2025, an estimated $738.
Delos Wealth Advisors first reported a position in Jack Henry & Associates in Q2 2021 and held it in 15 quarters.
Delos Wealth Advisors's Jack Henry & Associates position peaked at $1K in Q3 2022.
717 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on Delos Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.