Institutional & Family Asset Management’s Jack Henry & Associates JKHY Stock Holding History

Institutional & Family Asset 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
2024 Q2	$3.32K	Hold	20	–	–	﹤0.01%	541
2024 Q1	$3.48K	Hold	20	–	–	﹤0.01%	532
2023 Q4	$3.27K	Hold	20	–	–	﹤0.01%	527
2023 Q3	$3.02K	Hold	20	–	–	﹤0.01%	524
2023 Q2	$3.35K	Hold	20	–	–	﹤0.01%	530
2023 Q1	$3.01K	Hold	20	–	–	﹤0.01%	532
2022 Q4	$3.51K	Hold	20	–	–	﹤0.01%	512
2022 Q3	$4K	Hold	20	–	–	﹤0.01%	510
2022 Q2	$4K	Hold	20	–	–	﹤0.01%	520
2022 Q1	$4K	Hold	20	–	–	﹤0.01%	584
2021 Q4	$3K	Sell	20 -1,099	-98%	-$178K	﹤0.01%	628
2021 Q3	$184K	Buy	1,119 +78	+7%	+$13.4K	0.03%	185
2021 Q2	$170K	Buy	1,041 +1,021	+5,105%	+$163K	0.03%	191
2021 Q1	$3K	Sell	20 -11	-35%	-$1.68K	﹤0.01%	753
2020 Q4	$5K	Hold	31	–	–	﹤0.01%	643
2020 Q3	$5K	Hold	31	–	–	﹤0.01%	591
2020 Q2	$6K	Sell	31 -15	-33%	-$2.62K	﹤0.01%	560
2020 Q1	$7K	Hold	46	–	–	﹤0.01%	497
2019 Q4	$7K	Hold	46	–	–	﹤0.01%	555
2019 Q3	$7K	Hold	46	–	–	﹤0.01%	520
2019 Q2	$6K	Hold	46	–	–	﹤0.01%	562
2019 Q1	$6K	Hold	46	–	–	﹤0.01%	577
2018 Q4	$6K	Sell	46 -22	-32%	-$3.13K	﹤0.01%	567
2018 Q3	$11K	Hold	68	–	–	﹤0.01%	520
2018 Q2	$9K	Hold	68	–	–	﹤0.01%	546
2018 Q1	$8K	Buy	+68	New	+$8.27K	﹤0.01%	540

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's JKHY Position: Q2 2024 in Review

Institutional & Family Asset Management held its Jack Henry & Associates (JKHY) position steady in Q2 2024 at 20 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Institutional & Family Asset Management first reported a position in JKHY in Q1 2018 and has held it in 26 quarters since. The position peaked at $184K in Q3 2021. 668 funds tracked by Wall St. Rank hold JKHY as of Q2 2024.

Institutional & Family Asset Management held 20 shares of Jack Henry & Associates worth $3.32K as of Q2 2024.
Institutional & Family Asset Management left its Jack Henry & Associates share count unchanged in Q2 2024.
Jack Henry & Associates made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #541 holding.
Institutional & Family Asset Management first reported a position in Jack Henry & Associates in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Jack Henry & Associates position peaked at $184K in Q3 2021.
668 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.