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Mount Yale Investment Advisors’s Jack Henry & Associates JKHY Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$448K Buy
2,835
+98
+4% +$16.8K 0.01% 753
2025
Q4 		$499K Buy
2,737
+865
+46% +$144K 0.02% 460
2025
Q3 		$279K Buy
+1,872
New +$311K 0.02% 540
2023
Q2 		– Sell
-2,239
Closed -$337K – 495
2023
Q1 		$337K Sell
2,239
-29
-1% -$4.84K 0.04% 356
2022
Q4 		$398K Sell
2,268
-38
-2% -$7.02K 0.05% 306
2022
Q3 		$420K Sell
2,306
-546
-19% -$107K 0.06% 292
2022
Q2 		$513K Sell
2,852
-421
-13% -$78.8K 0.06% 288
2022
Q1 		$645K Buy
3,273
+76
+2% +$13.3K 0.07% 268
2021
Q4 		$534K Sell
3,197
-57
-2% -$9.22K 0.06% 286
2021
Q3 		$534K Sell
3,254
-280
-8% -$48.1K 0.06% 272
2021
Q2 		$578K Buy
3,534
+215
+6% +$34.3K 0.07% 252
2021
Q1 		$504K Buy
3,319
+87
+3% +$13.3K 0.07% 264
2020
Q4 		$524K Sell
3,232
-53
-2% -$8.42K 0.07% 250
2020
Q3 		$534K Buy
3,285
+335
+11% +$58.2K 0.08% 240
2020
Q2 		$543K Sell
2,950
-526
-15% -$91.7K 0.1% 218
2020
Q1 		$540K Buy
3,476
+534
+18% +$82.9K 0.12% 159
2019
Q4 		$440K Sell
2,942
-2,987
-50% -$436K 0.08% 229
2019
Q3 		$873K Buy
5,929
+90
+2% +$12.8K 0.16% 124
2019
Q2 		$800K Buy
5,839
+2,550
+78% +$353K 0.15% 122
2019
Q1 		$456K Hold
3,289
– – 0.09% 194
2018
Q4 		$432K Sell
3,289
-143
-4% -$20.3K 0.09% 208
2018
Q3 		$503K Sell
3,432
-519
-13% -$76.3K 0.09% 172
2018
Q2 		$515K Buy
3,951
+50
+1% +$6.2K 0.1% 167
2018
Q1 		$472K Buy
+3,901
New +$474K 0.1% 181

Other funds holding JKHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Mount Yale Investment Advisors's JKHY Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Jack Henry & Associates (JKHY) stake by 3.6% in Q1 2026, buying an estimated $16.8K and bringing the position to 2,835 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #753.

Mount Yale Investment Advisors first reported a position in JKHY in Q1 2018 and has held it in 24 quarters since. The position peaked at $873K in Q3 2019. 770 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Mount Yale Investment Advisors held 2,835 shares of Jack Henry & Associates worth $448K as of Q1 2026.
  • Mount Yale Investment Advisors bought 98 Jack Henry & Associates shares in Q1 2026, an estimated $16.8K.
  • Jack Henry & Associates made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #753 holding.
  • Mount Yale Investment Advisors first reported a position in Jack Henry & Associates in Q1 2018 and has held it in 24 quarters since.
  • Mount Yale Investment Advisors's Jack Henry & Associates position peaked at $873K in Q3 2019.
  • 770 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.