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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return