IWM
JKHY icon

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

IHT 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
Q1 		– Sell
-1,148
Closed -$209K – 1298
2025
Q4 		$209K Buy
+1,148
New +$191K 0.01% 1119
2024
Q4 		– Sell
-1,600
Closed -$284K – 1153
2024
Q3 		$284K Buy
+1,600
New +$271K 0.01% 931
2023
Q3 		– Sell
-1,215
Closed -$203K – 998
2023
Q2 		$203K Buy
+1,215
New +$189K 0.01% 877
2021
Q3 		– Sell
-3,458
Closed -$565K – 893
2021
Q2 		$565K Buy
+3,458
New +$552K 0.04% 496
2017
Q3 		– Sell
-262
Closed -$64K – 1488
2017
Q2 		$64K Hold
262
– – 0.03% 453
2017
Q1 		$24K Hold
262
– – 0.02% 608
2016
Q4 		$23K Buy
+262
New +$22.4K 0.02% 589

Other funds holding JKHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

IHT Wealth Management's JKHY Position: Q1 2026 in Review

IHT Wealth Management sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,148 shares — an estimated $209K sold.

IHT Wealth Management first reported a position in JKHY in Q4 2016 and held it in 7 quarters. The position peaked at $565K in Q2 2021. 772 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • IHT Wealth Management reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • IHT Wealth Management sold 1,148 Jack Henry & Associates shares in Q1 2026, an estimated $209K.
  • IHT Wealth Management first reported a position in Jack Henry & Associates in Q4 2016 and held it in 7 quarters.
  • IHT Wealth Management's Jack Henry & Associates position peaked at $565K in Q2 2021.
  • 772 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.