Ipswich Investment Management’s Jack Henry & Associates JKHY Stock Holding History

Ipswich Investment 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	$268K	Sell	1,871 -80	-4%	-$12.4K	0.06%	166
2026 Q2	$269K	Sell	1,951 -45	-2%	-$6.39K	0.06%	164
2026 Q1	$315K	Sell	1,996 -75	-4%	-$12.8K	0.07%	149
2025 Q4	$378K	Hold	2,071	–	–	0.09%	138
2025 Q3	$308K	Sell	2,071 -20	-1%	-$3.32K	0.07%	150
2025 Q2	$377K	Hold	2,091	–	–	0.09%	135
2025 Q1	$382K	Sell	2,091 -117	-5%	-$20.4K	0.09%	135
2024 Q4	$387K	Sell	2,208 -610	-22%	-$109K	0.09%	136
2024 Q3	$497K	Hold	2,818	–	–	0.12%	125
2024 Q2	$468K	Hold	2,818	–	–	0.11%	127
2024 Q1	$490K	Hold	2,818	–	–	0.11%	132
2023 Q4	$460K	Hold	2,818	–	–	0.12%	130
2023 Q3	$426K	Sell	2,818 -13	-0.5%	-$2.1K	0.12%	130
2023 Q2	$474K	Sell	2,831 -15	-0.5%	-$2.33K	0.12%	130
2023 Q1	$429K	Hold	2,846	–	–	0.12%	133
2022 Q4	$500K	Hold	2,846	–	–	0.14%	123
2022 Q3	$519K	Hold	2,846	–	–	0.17%	116
2022 Q2	$512K	Hold	2,846	–	–	0.15%	117
2022 Q1	$561K	Hold	2,846	–	–	0.14%	121
2021 Q4	$475K	Sell	2,846 -118	-4%	-$19.1K	0.11%	134
2021 Q3	$486K	Hold	2,964	–	–	0.12%	129
2021 Q2	$485K	Sell	2,964 -130	-4%	-$20.8K	0.12%	130
2021 Q1	$469K	Hold	3,094	–	–	0.13%	121
2020 Q4	$501K	Hold	3,094	–	–	0.15%	112
2020 Q3	$503K	Hold	3,094	–	–	0.16%	114
2020 Q2	$569K	Hold	3,094	–	–	0.2%	104
2020 Q1	$480K	Sell	3,094 -1	-0%	-$155	0.19%	105
2019 Q4	$451K	Hold	3,095	–	–	0.13%	125
2019 Q3	$452K	Hold	3,095	–	–	0.14%	124
2019 Q2	$414K	Buy	3,095 +40	+1%	+$5.53K	0.13%	130
2019 Q1	$424K	Hold	3,055	–	–	0.14%	125
2018 Q4	$387K	Buy	3,055 +300	+11%	+$42.6K	0.14%	117
2018 Q3	$441K	Buy	+2,755	New	+$405K	0.15%	123

Other funds holding JKHY

WAM

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Ipswich Investment Management's JKHY Position: Q3 2026 in Review

Ipswich Investment Management reduced its Jack Henry & Associates (JKHY) stake by 4.1% in Q3 2026, selling an estimated $12.4K and leaving 1,871 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #166.

Ipswich Investment Management first reported a position in JKHY in Q3 2018 and has held it in 33 quarters since. The position peaked at $569K in Q2 2020. 79 funds tracked by Wall St. Rank hold JKHY as of Q3 2026.

Ipswich Investment Management held 1,871 shares of Jack Henry & Associates worth $268K as of Q3 2026.
Ipswich Investment Management sold 80 Jack Henry & Associates shares in Q3 2026, an estimated $12.4K.
Jack Henry & Associates made up 0.06% of Ipswich Investment Management's portfolio in Q3 2026, its #166 holding.
Ipswich Investment Management first reported a position in Jack Henry & Associates in Q3 2018 and has held it in 33 quarters since.
Ipswich Investment Management's Jack Henry & Associates position peaked at $569K in Q2 2020.
79 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q3 2026.

Based on Ipswich Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.