JSW
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Journey Strategic Wealth’s Jack Henry & Associates JKHY Stock Holding History

Journey Strategic Wealth’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
Q1 		$248K Sell
1,570
-125
-7% -$21.4K 0.01% 652
2025
Q4 		$309K Buy
+1,695
New +$282K 0.01% 498

Other funds holding JKHY

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 $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Journey Strategic Wealth's JKHY Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Jack Henry & Associates (JKHY) stake by 7.4% in Q1 2026, selling an estimated $21.4K and leaving 1,570 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #652.

Journey Strategic Wealth first reported a position in JKHY in Q4 2025 and has held it in 2 quarters since. The position peaked at $309K in Q4 2025. 770 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Journey Strategic Wealth held 1,570 shares of Jack Henry & Associates worth $248K as of Q1 2026.
  • Journey Strategic Wealth sold 125 Jack Henry & Associates shares in Q1 2026, an estimated $21.4K.
  • Jack Henry & Associates made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #652 holding.
  • Journey Strategic Wealth first reported a position in Jack Henry & Associates in Q4 2025 and has held it in 2 quarters since.
  • Journey Strategic Wealth's Jack Henry & Associates position peaked at $309K in Q4 2025.
  • 770 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.