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Donoghue Forlines’s Jack Henry & Associates JKHY Stock Holding History

Donoghue Forlines’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
-1,503
Closed -$265K – 180
2024
Q3 		$265K Buy
1,503
+208
+16% +$35.2K 0.08% 203
2024
Q2 		$215K Buy
+1,295
New +$215K 0.06% 216
2023
Q3 		– Sell
-1,913
Closed -$320K – 258
2023
Q2 		$320K Buy
+1,913
New +$298K 0.1% 217
2023
Q1 		– Sell
-8,272
Closed -$1.45M – 241
2022
Q4 		$1.45M Buy
8,272
+3,319
+67% +$613K 0.51% 41
2022
Q3 		$903K Sell
4,953
-2,678
-35% -$525K 0.33% 42
2022
Q2 		$1.37M Buy
7,631
+2,500
+49% +$468K 0.36% 53
2022
Q1 		$1.01M Buy
5,131
+1,122
+28% +$196K 0.22% 135
2021
Q4 		$669K Sell
4,009
-363
-8% -$58.7K 0.11% 198
2021
Q3 		$717K Sell
4,372
-159
-4% -$27.3K 0.14% 157
2021
Q2 		$741K Buy
4,531
+162
+4% +$25.9K 0.14% 159
2021
Q1 		$663K Sell
4,369
-15
-0.3% -$2.29K 0.13% 164
2020
Q4 		$710K Buy
+4,384
New +$696K 0.14% 180

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Donoghue Forlines's JKHY Position: Q4 2024 in Review

Donoghue Forlines sold out of Jack Henry & Associates (JKHY) in Q4 2024, closing a stake of 1,503 shares — an estimated $265K sold.

Donoghue Forlines first reported a position in JKHY in Q4 2020 and held it in 12 quarters. The position peaked at $1.45M in Q4 2022. 711 funds tracked by Wall St. Rank hold JKHY as of Q4 2024.

  • Donoghue Forlines reported no remaining Jack Henry & Associates position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 1,503 Jack Henry & Associates shares in Q4 2024, an estimated $265K.
  • Donoghue Forlines first reported a position in Jack Henry & Associates in Q4 2020 and held it in 12 quarters.
  • Donoghue Forlines's Jack Henry & Associates position peaked at $1.45M in Q4 2022.
  • 711 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.