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

Janiczek 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
Q2 		$61.4K Sell
370
-107
-22% -$17.8K 0.01% 367
2024
Q1 		$82.9K Buy
477
+170
+55% +$28.9K 0.02% 329
2023
Q4 		$50.2K Sell
307
-243
-44% -$37.2K 0.01% 388
2023
Q3 		$83.1K Sell
550
-4
-0.7% -$645 0.02% 278
2023
Q2 		$92.7K Buy
554
+106
+24% +$16.5K 0.03% 231
2023
Q1 		$69K Sell
448
-343
-43% -$57.2K 0.02% 265
2022
Q4 		$144K Sell
791
-289
-27% -$53.4K 0.04% 170
2022
Q3 		$200K Buy
1,080
+319
+42% +$62.6K 0.07% 102
2022
Q2 		$158K Sell
761
-109
-13% -$20.4K 0.05% 135
2022
Q1 		$171K Buy
870
+288
+49% +$50.4K 0.05% 133
2021
Q4 		$97K Sell
582
-96
-14% -$15.5K 0.03% 194
2021
Q3 		$111K Buy
678
+136
+25% +$23.4K 0.04% 157
2021
Q2 		$89K Buy
542
+234
+76% +$37.4K 0.03% 171
2021
Q1 		$47K Buy
308
+103
+50% +$15.7K 0.02% 241
2020
Q4 		$33K Buy
205
+128
+166% +$20.3K 0.02% 266
2020
Q3 		$13K Buy
77
+61
+381% +$10.6K 0.01% 208
2020
Q2 		$3K Buy
+16
New +$2.79K ﹤0.01% 245

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
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
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 $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Janiczek Wealth Management's JKHY Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 22% in Q2 2024, selling an estimated $17.8K and leaving 370 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #367.

Janiczek Wealth Management first reported a position in JKHY in Q2 2020 and has held it in 17 quarters since. The position peaked at $200K in Q3 2022. 668 funds tracked by Wall St. Rank hold JKHY as of Q2 2024.

  • Janiczek Wealth Management held 370 shares of Jack Henry & Associates worth $61.4K as of Q2 2024.
  • Janiczek Wealth Management sold 107 Jack Henry & Associates shares in Q2 2024, an estimated $17.8K.
  • Jack Henry & Associates made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #367 holding.
  • Janiczek Wealth Management first reported a position in Jack Henry & Associates in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Jack Henry & Associates position peaked at $200K in Q3 2022.
  • 668 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.