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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 – 719
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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HHM Wealth Advisors's JKHY Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Jack Henry & Associates (JKHY) in Q1 2025, closing a stake of 1 share — an estimated $176 sold.

HHM Wealth Advisors first reported a position in JKHY in Q4 2020 and held it in 9 quarters. The position peaked at $47K in Q2 2021. 717 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Jack Henry & Associates position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 1 Jack Henry & Associates share in Q1 2025, an estimated $176.
  • HHM Wealth Advisors first reported a position in Jack Henry & Associates in Q4 2020 and held it in 9 quarters.
  • HHM Wealth Advisors's Jack Henry & Associates position peaked at $47K in Q2 2021.
  • 717 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.