KWM
JKHY icon

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

Kolinsky 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
Q4 		$278K Buy
1,586
+127
+9% +$22.7K 0.17% 121
2024
Q3 		$258K Buy
1,459
+96
+7% +$16.2K 0.17% 135
2024
Q2 		$226K Buy
1,363
+33
+2% +$5.48K 0.16% 137
2024
Q1 		$231K Buy
1,330
+40
+3% +$6.81K 0.18% 128
2023
Q4 		$211K Sell
1,290
-91
-7% -$13.9K 0.19% 130
2023
Q3 		$209K Buy
1,381
+148
+12% +$23.9K 0.21% 124
2023
Q2 		$205K Buy
+1,233
New +$192K 0.19% 131

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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 $1.47T AUM 27.86% 1-Year Est. Return