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

HHM 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
2025
Q1 		– Sell
-1
Closed -$176 – 992
2024
Q4 		$176 Buy
+1
New +$179 ﹤0.01% 975
2022
Q4 		– Sell
-64
Closed -$12K – 720
2022
Q3 		$12K Sell
64
-17
-21% -$3.33K ﹤0.01% 413
2022
Q2 		$15K Buy
81
+18
+29% +$3.37K ﹤0.01% 466
2022
Q1 		$12K Hold
63
– – ﹤0.01% 522
2021
Q4 		$11K Hold
63
– – ﹤0.01% 507
2021
Q3 		$10K Sell
63
-226
-78% -$38.9K ﹤0.01% 491
2021
Q2 		$47K Buy
289
+39
+16% +$6.23K 0.01% 308
2021
Q1 		$38K Hold
250
– – 0.01% 316
2020
Q4 		$40K Buy
+250
New +$39.7K 0.01% 285

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return