First Personal Financial Services’s Jack Henry & Associates JKHY Stock Holding History

First Personal Financial Services’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 Q3	$177	Buy	+1	New	+$169	﹤0.01%	482
2023 Q1	–	Sell	-48	Closed	-$8.43K	–	419
2022 Q4	$8.43K	Hold	48	–	–	﹤0.01%	338
2022 Q3	$9K	Sell	48 -27	-36%	-$5.3K	﹤0.01%	344
2022 Q2	$14K	Hold	75	–	–	﹤0.01%	257
2022 Q1	$15K	Hold	75	–	–	﹤0.01%	269
2021 Q4	$13K	Hold	75	–	–	﹤0.01%	272
2021 Q3	$12K	Sell	75 -75	-50%	-$12.9K	﹤0.01%	278
2021 Q2	$25K	Sell	150 -150	-50%	-$24K	0.01%	238
2021 Q1	$46K	Hold	300	–	–	0.01%	193
2020 Q4	$49K	Hold	300	–	–	0.01%	187
2020 Q3	$49K	Hold	300	–	–	0.02%	180
2020 Q2	$55K	Hold	300	–	–	0.02%	178
2020 Q1	$47K	Sell	300 -5	-2%	-$777	0.02%	185
2019 Q4	$44K	Sell	305 -39	-11%	-$5.7K	0.01%	201
2019 Q3	$50K	Hold	344	–	–	0.02%	247
2019 Q2	$46K	Hold	344	–	–	0.01%	295
2019 Q1	$48K	Hold	344	–	–	0.01%	284
2018 Q4	$44K	Hold	344	–	–	0.02%	271
2018 Q3	$55K	Hold	344	–	–	0.02%	271
2018 Q2	$45K	Buy	344 +44	+15%	+$5.46K	0.02%	287
2018 Q1	$36K	Hold	300	–	–	0.01%	504
2017 Q4	$35K	Sell	300 -95	-24%	-$10.6K	0.01%	539
2017 Q3	$41K	Hold	395	–	–	0.01%	462
2017 Q2	$41K	Hold	395	–	–	0.01%	458
2017 Q1	$37K	Hold	395	–	–	0.01%	454
2016 Q4	$35K	Hold	395	–	–	0.01%	442
2016 Q3	$34K	Hold	395	–	–	0.01%	344
2016 Q2	$34K	Hold	395	–	–	0.01%	333
2016 Q1	$33K	Sell	395 -91	-19%	-$7.3K	0.02%	208
2015 Q4	$38K	Buy	486 +91	+23%	+$6.99K	0.02%	197
2015 Q3	$28K	Sell	395 -25	-6%	-$1.72K	0.02%	206
2015 Q2	$28K	Hold	420	–	–	0.02%	201
2015 Q1	$30K	Buy	420 +395	+1,580%	+$25.8K	0.02%	195
2014 Q4	$1K	Buy	+25	New	+$1.49K	﹤0.01%	421

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's JKHY Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Jack Henry & Associates (JKHY) in Q3 2024: 1 share worth $177. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in JKHY as recently as Q4 2022.

First Personal Financial Services first reported a position in JKHY in Q4 2014 and has held it in 34 quarters since. The position peaked at $55K in Q2 2020. 691 funds tracked by Wall St. Rank hold JKHY as of Q3 2024.

First Personal Financial Services held 1 share of Jack Henry & Associates worth $177 as of Q3 2024.
Jack Henry & Associates was a new First Personal Financial Services position in Q3 2024.
Jack Henry & Associates made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #482 holding.
First Personal Financial Services first reported a position in Jack Henry & Associates in Q4 2014 and has held it in 34 quarters since.
First Personal Financial Services's Jack Henry & Associates position peaked at $55K in Q2 2020.
691 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.