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

JPL 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
2026
Q2 		$1.65K Sell
12
-12
-50% -$1.7K ﹤0.01% 1135
2026
Q1 		$3.79K Buy
+24
New +$4.11K ﹤0.01% 764

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JPL Wealth Management's JKHY Position: Q2 2026 in Review

JPL Wealth Management reduced its Jack Henry & Associates (JKHY) stake by 50% in Q2 2026, selling an estimated $1.7K and leaving 12 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

JPL Wealth Management first reported a position in JKHY in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.79K in Q1 2026. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • JPL Wealth Management held 12 shares of Jack Henry & Associates worth $1.65K as of Q2 2026.
  • JPL Wealth Management sold 12 Jack Henry & Associates shares in Q2 2026, an estimated $1.7K.
  • Jack Henry & Associates made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1135 holding.
  • JPL Wealth Management first reported a position in Jack Henry & Associates in Q1 2026 and has held it in 2 quarters since.
  • JPL Wealth Management's Jack Henry & Associates position peaked at $3.79K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.