MWM
JKHY icon

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

MinichMacGregor 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
2018
Q3 		– Sell
-16
Closed -$2K – 555
2018
Q2 		$2K Hold
16
– – ﹤0.01% 442
2018
Q1 		$1K Hold
16
– – ﹤0.01% 471
2017
Q4 		$1K Hold
16
– – ﹤0.01% 463
2017
Q3 		$1K Hold
16
– – ﹤0.01% 439
2017
Q2 		$1K Sell
16
-2
-11% -$200 ﹤0.01% 435
2017
Q1 		$1K Hold
18
– – ﹤0.01% 424
2016
Q4 		$1K Hold
18
– – ﹤0.01% 423
2016
Q3 		$1K Hold
18
– – ﹤0.01% 417
2016
Q2 		$1K Hold
18
– – ﹤0.01% 400
2016
Q1 		$1K Buy
+18
New +$1.45K ﹤0.01% 385

Other funds holding JKHY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return