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MPWM Advisory Solutions’s Jack Henry & Associates JKHY Stock Holding History

MPWM Advisory Solutions’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 		$1.26K Hold
8
– – ﹤0.01% 529
2025
Q4 		$1.46K Hold
8
– – ﹤0.01% 491
2025
Q3 		$1.19K Hold
8
– – ﹤0.01% 477
2025
Q2 		$1.44K Hold
8
– – ﹤0.01% 466
2025
Q1 		$1.46K Hold
8
– – ﹤0.01% 495
2024
Q4 		$1.4K Buy
+8
New +$1.43K ﹤0.01% 509

Other funds holding JKHY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

MPWM Advisory Solutions's JKHY Position: Q1 2026 in Review

MPWM Advisory Solutions held its Jack Henry & Associates (JKHY) position steady in Q1 2026 at 8 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

MPWM Advisory Solutions first reported a position in JKHY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.46K in Q1 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • MPWM Advisory Solutions held 8 shares of Jack Henry & Associates worth $1.26K as of Q1 2026.
  • MPWM Advisory Solutions left its Jack Henry & Associates share count unchanged in Q1 2026.
  • Jack Henry & Associates made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #529 holding.
  • MPWM Advisory Solutions first reported a position in Jack Henry & Associates in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Jack Henry & Associates position peaked at $1.46K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.