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JWM
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
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$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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