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Kiely Wealth Advisory Group’s Jack Henry & Associates JKHY Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$3.3K Hold
19
– – ﹤0.01% 278
2024
Q3 		$3.36K Hold
19
– – ﹤0.01% 276
2024
Q2 		$3.16K Hold
19
– – ﹤0.01% 263
2024
Q1 		$3.13K Hold
19
– – ﹤0.01% 235
2023
Q4 		$3.22K Buy
+19
New +$2.91K ﹤0.01% 231

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $1.56T AUM 27.86% 1-Year Est. Return

Kiely Wealth Advisory Group's JKHY Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Jack Henry & Associates (JKHY) position steady in Q4 2024 at 19 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Kiely Wealth Advisory Group first reported a position in JKHY in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.36K in Q3 2024. 710 funds tracked by Wall St. Rank hold JKHY as of Q4 2024.

  • Kiely Wealth Advisory Group held 19 shares of Jack Henry & Associates worth $3.3K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Jack Henry & Associates share count unchanged in Q4 2024.
  • Jack Henry & Associates made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #278 holding.
  • Kiely Wealth Advisory Group first reported a position in Jack Henry & Associates in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Jack Henry & Associates position peaked at $3.36K in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.