J.P. Morgan Private Wealth Advisors’s Jack Henry & Associates JKHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.09M | Sell |
7,191
-495
| -6% | -$74.8K | ﹤0.01% | 942 |
|
|
2023
Q2 | $1.29M | Sell |
7,686
-2,775
| -27% | -$464K | 0.01% | 695 |
|
|
2023
Q1 | $1.58M | Buy |
10,461
+1,326
| +15% | +$200K | ﹤0.01% | 973 |
|
|
2022
Q4 | $1.6M | Sell |
9,135
-7,328
| -45% | -$1.29M | ﹤0.01% | 929 |
|
|
2022
Q3 | $3M | Buy |
16,463
+99
| +0.6% | +$18K | 0.01% | 712 |
|
|
2022
Q2 | $2.95M | Buy |
16,364
+185
| +1% | +$33.3K | 0.01% | 721 |
|
|
2022
Q1 | $3.19M | Buy |
16,179
+141
| +0.9% | +$27.8K | 0.01% | 747 |
|
|
2021
Q4 | $2.68M | Sell |
16,038
-113
| -0.7% | -$18.9K | 0.01% | 802 |
|
|
2021
Q3 | $2.65M | Buy |
16,151
+449
| +3% | +$73.7K | 0.01% | 785 |
|
|
2021
Q2 | $2.57M | Buy |
15,702
+888
| +6% | +$145K | 0.01% | 785 |
|
|
2021
Q1 | $2.25M | Buy |
14,814
+7,151
| +93% | +$1.09M | 0.01% | 729 |
|
|
2020
Q4 | $1.24M | Buy |
7,663
+418
| +6% | +$67.7K | ﹤0.01% | 923 |
|
|
2020
Q3 | $1.18M | Buy |
7,245
+513
| +8% | +$83.4K | ﹤0.01% | 823 |
|
|
2020
Q2 | $1.24M | Sell |
6,732
-106
| -2% | -$19.5K | 0.01% | 734 |
|
|
2020
Q1 | $1.06M | Buy |
6,838
+1,069
| +19% | +$166K | 0.01% | 697 |
|
|
2019
Q4 | $840K | Buy |
5,769
+229
| +4% | +$33.3K | ﹤0.01% | 865 |
|
|
2019
Q3 | $809K | Buy |
5,540
+672
| +14% | +$98.1K | ﹤0.01% | 833 |
|
|
2019
Q2 | $652K | Sell |
4,868
-212
| -4% | -$28.4K | ﹤0.01% | 892 |
|
|
2019
Q1 | $705K | Sell |
5,080
-16,264
| -76% | -$2.26M | ﹤0.01% | 897 |
|
|
2018
Q4 | $2.7M | Sell |
21,344
-2,042
| -9% | -$258K | 0.02% | 511 |
|
|
2018
Q3 | $3.74M | Sell |
23,386
-735
| -3% | -$118K | 0.02% | 488 |
|
|
2018
Q2 | $3.14M | Buy |
24,121
+323
| +1% | +$42.1K | 0.02% | 505 |
|
|
2018
Q1 | $2.88M | Buy |
23,798
+499
| +2% | +$60.4K | 0.02% | 418 |
|
|
2017
Q4 | $2.73M | Sell |
23,299
-4,269
| -15% | -$499K | 0.02% | 433 |
|
|
2017
Q3 | $2.83M | Sell |
27,568
-931
| -3% | -$95.7K | 0.02% | 409 |
|
|
2017
Q2 | $2.96M | Sell |
28,499
-1,844
| -6% | -$192K | 0.02% | 395 |
|
|
2017
Q1 | $2.83M | Buy |
30,343
+1,354
| +5% | +$126K | 0.02% | 410 |
|
|
2016
Q4 | $2.57M | Buy |
28,989
+945
| +3% | +$83.9K | 0.02% | 393 |
|
|
2016
Q3 | $2.4M | Sell |
28,044
-1,138
| -4% | -$97.3K | 0.02% | 398 |
|
|
2016
Q2 | $2.55M | Sell |
29,182
-1,225
| -4% | -$107K | 0.02% | 395 |
|
|
2016
Q1 | $2.57M | Sell |
30,407
-934
| -3% | -$79K | 0.02% | 356 |
|
|
2015
Q4 | $2.45M | Sell |
31,341
-511
| -2% | -$39.9K | 0.03% | 335 |
|
|
2015
Q3 | $2.22M | Sell |
31,852
-983
| -3% | -$68.4K | 0.03% | 318 |
|
|
2015
Q2 | $2.13M | Buy |
32,835
+12
| +0% | +$777 | 0.02% | 355 |
|
|
2015
Q1 | $2.29M | Buy |
32,823
+927
| +3% | +$64.8K | 0.03% | 353 |
|
|
2014
Q4 | $1.98M | Buy |
31,896
+93
| +0.3% | +$5.78K | 0.02% | 376 |
|
|
2014
Q3 | $1.77M | Sell |
31,803
-1,070
| -3% | -$59.5K | 0.02% | 396 |
|
|
2014
Q2 | $1.95M | Sell |
32,873
-615
| -2% | -$36.6K | 0.03% | 299 |
|
|
2014
Q1 | $1.87M | Buy |
33,488
+6,525
| +24% | +$364K | 0.03% | 296 |
|
|
2013
Q4 | $1.6M | Sell |
26,963
-1,165
| -4% | -$69K | 0.03% | 282 |
|
|
2013
Q3 | $1.45M | Buy |
28,128
+110
| +0.4% | +$5.68K | 0.03% | 276 |
|
|
2013
Q2 | $1.32M | Buy |
+28,018
| New | +$1.32M | 0.03% | 288 |
|