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

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-12
Closed -$2.1K – 514
2024
Q4 		$2.1K Buy
+12
New +$2.15K ﹤0.01% 395

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's JKHY Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Jack Henry & Associates (JKHY) in Q1 2025, closing a stake of 12 shares — an estimated $2.1K sold.

Mowery & Schoenfeld Wealth Management first reported a position in JKHY in Q4 2024 and held it in 1 quarter. The position peaked at $2.1K in Q4 2024. 715 funds tracked by Wall St. Rank hold JKHY as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Jack Henry & Associates position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 12 Jack Henry & Associates shares in Q1 2025, an estimated $2.1K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Jack Henry & Associates in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Jack Henry & Associates position peaked at $2.1K in Q4 2024.
  • 715 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.