Financial Gravity Asset Management’s Jack Henry & Associates JKHY Stock Holding History

Financial Gravity Asset 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
2025 Q1	$2.37K	Buy	+13	New	+$2.27K	﹤0.01%	798
2024 Q2	$830	Buy	5 +2	+67%	+$332	﹤0.01%	842
2024 Q1	$510	Hold	3	–	–	﹤0.01%	817
2023 Q4	$492	Buy	+3	New	+$459	﹤0.01%	880
2021 Q3	$164K	Sell	50 -1	-2%	-$172	0.08%	229
2021 Q2	$164K	Buy	+51	New	+$8.15K	0.06%	224
2020 Q4	$1K	Buy	+6	New	+$953	﹤0.01%	414
2019 Q4	$146K	Sell	85 -25	-23%	-$3.65K	0.1%	192
2019 Q3	$16K	Sell	110 -523	-83%	-$74.1K	0.01%	509
2019 Q2	$85K	Sell	633 -111	-15%	-$15.3K	0.07%	247
2019 Q1	$104K	Buy	+744	New	+$98.4K	0.08%	202
2018 Q3	$118K	Sell	808 -336	-29%	-$49.4K	0.12%	181
2018 Q2	$161K	Sell	1,144 -964	-46%	-$120K	0.15%	156
2018 Q1	$249K	Buy	+2,108	New	+$256K	0.25%	70

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

Financial Gravity Asset Management's JKHY Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Jack Henry & Associates (JKHY) in Q1 2025: 13 shares worth $2.37K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in JKHY as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in JKHY in Q1 2018 and has held it in 14 quarters since. The position peaked at $249K in Q1 2018. 717 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

Financial Gravity Asset Management held 13 shares of Jack Henry & Associates worth $2.37K as of Q1 2025.
Jack Henry & Associates was a new Financial Gravity Asset Management position in Q1 2025.
Jack Henry & Associates made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #798 holding.
Financial Gravity Asset Management first reported a position in Jack Henry & Associates in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's Jack Henry & Associates position peaked at $249K in Q1 2018.
717 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.