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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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.81T AUM 41.13% 1-Year Est. Return

Kolinsky Wealth Management's JKHY Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Jack Henry & Associates (JKHY) stake by 8.7% in Q4 2024, buying an estimated $22.7K and bringing the position to 1,586 shares worth $278K. The position accounts for 0.17% of the portfolio, ranked #121.

Kolinsky Wealth Management first reported a position in JKHY in Q2 2023 and has held it in 7 quarters since. 711 funds tracked by Wall St. Rank hold JKHY as of Q4 2024.

  • Kolinsky Wealth Management held 1,586 shares of Jack Henry & Associates worth $278K as of Q4 2024.
  • Kolinsky Wealth Management bought 127 Jack Henry & Associates shares in Q4 2024, an estimated $22.7K.
  • Jack Henry & Associates made up 0.17% of Kolinsky Wealth Management's portfolio in Q4 2024, its #121 holding.
  • Kolinsky Wealth Management first reported a position in Jack Henry & Associates in Q2 2023 and has held it in 7 quarters since.
  • 711 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.