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

GGM 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
2024 Q1	–	Sell	-4,711	Closed	-$799K	–	141
2023 Q4	$799K	Sell	4,711 -122	-3%	-$18.7K	0.33%	60
2023 Q3	$730K	Hold	4,833	–	–	0.32%	58
2023 Q2	$797K	Buy	+4,833	New	+$752K	0.32%	58
2023 Q1	–	Sell	-4,833	Closed	-$862K	–	99
2022 Q4	$862K	Hold	4,833	–	–	0.44%	45
2022 Q3	$931K	Hold	4,833	–	–	0.5%	41
2022 Q2	$891K	Hold	4,833	–	–	0.5%	42
2022 Q1	$977K	Buy	+4,833	New	+$845K	0.49%	46

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

GGM Wealth Advisors's JKHY Position: Q1 2024 in Review

GGM Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2024, closing a stake of 4,711 shares — an estimated $799K sold.

GGM Wealth Advisors first reported a position in JKHY in Q1 2022 and held it in 7 quarters. The position peaked at $977K in Q1 2022. 657 funds tracked by Wall St. Rank hold JKHY as of Q1 2024.

GGM Wealth Advisors reported no remaining Jack Henry & Associates position as of Q1 2024 after selling out during the quarter.
GGM Wealth Advisors sold 4,711 Jack Henry & Associates shares in Q1 2024, an estimated $799K.
GGM Wealth Advisors first reported a position in Jack Henry & Associates in Q1 2022 and held it in 7 quarters.
GGM Wealth Advisors's Jack Henry & Associates position peaked at $977K in Q1 2022.
657 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2024.

Based on GGM Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.