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

Iron Horse 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
2024
Q4 		– Sell
-11
Closed -$1.94K – 517
2024
Q3 		$1.94K Hold
11
– – ﹤0.01% 383
2024
Q2 		$1.83K Hold
11
– – ﹤0.01% 366
2024
Q1 		$1.91K Hold
11
– – ﹤0.01% 349
2023
Q4 		$1.8K Hold
11
– – ﹤0.01% 380
2023
Q3 		$1.66K Hold
11
– – ﹤0.01% 387
2023
Q2 		$1.84K Hold
11
– – ﹤0.01% 243
2023
Q1 		$1.66K Buy
+11
New +$1.84K ﹤0.01% 286

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Iron Horse Wealth Management's JKHY Position: Q4 2024 in Review

Iron Horse Wealth Management sold out of Jack Henry & Associates (JKHY) in Q4 2024, closing a stake of 11 shares — an estimated $1.94K sold.

Iron Horse Wealth Management first reported a position in JKHY in Q1 2023 and held it in 7 quarters. The position peaked at $1.94K in Q3 2024. 710 funds tracked by Wall St. Rank hold JKHY as of Q4 2024.

  • Iron Horse Wealth Management reported no remaining Jack Henry & Associates position as of Q4 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 11 Jack Henry & Associates shares in Q4 2024, an estimated $1.94K.
  • Iron Horse Wealth Management first reported a position in Jack Henry & Associates in Q1 2023 and held it in 7 quarters.
  • Iron Horse Wealth Management's Jack Henry & Associates position peaked at $1.94K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2024.

Based on Iron Horse Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.