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Gilpin Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Gilpin Wealth 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
2026
Q3 		$4.3K Sell
30
-20
-40% -$3.11K ﹤0.01% 458
2026
Q2 		$6.89K Hold
50
– – ﹤0.01% 352
2026
Q1 		$7.9K Hold
50
– – 0.01% 313
2025
Q4 		$9.12K Buy
+50
New +$8.33K 0.01% 295

Other funds holding JKHY

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gilpin Wealth Management's JKHY Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 40% in Q3 2026, selling an estimated $3.11K and leaving 30 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Gilpin Wealth Management first reported a position in JKHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $9.12K in Q4 2025. 27 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

  • Gilpin Wealth Management held 30 shares of Jack Henry & Associates worth $4.3K as of Q3 2026.
  • Gilpin Wealth Management sold 20 Jack Henry & Associates shares in Q3 2026, an estimated $3.11K.
  • Jack Henry & Associates made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #458 holding.
  • Gilpin Wealth Management first reported a position in Jack Henry & Associates in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Jack Henry & Associates position peaked at $9.12K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.