MA
JKHY icon

Mutual Advisors’s Jack Henry & Associates JKHY Stock Holding History

Mutual 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
2025
Q4 		– Sell
-1,314
Closed -$205K – 1315
2025
Q3 		$205K Buy
+1,314
New +$218K ﹤0.01% 1221
2025
Q1 		– Sell
-1,462
Closed -$252K – 1134
2024
Q4 		$252K Sell
1,462
-177
-11% -$31.6K 0.01% 945
2024
Q3 		$303K Buy
1,639
+377
+30% +$63.8K 0.01% 895
2024
Q2 		$215K Buy
+1,262
New +$210K 0.01% 1014
2024
Q1 		– Sell
-1,546
Closed -$253K – 1109
2023
Q4 		$253K Buy
1,546
+31
+2% +$4.75K 0.01% 879
2023
Q3 		$229K Sell
1,515
-52
-3% -$8.39K 0.01% 875
2023
Q2 		$262K Buy
1,567
+57
+4% +$8.87K 0.01% 851
2023
Q1 		$228K Buy
1,510
+146
+11% +$24.4K 0.01% 875
2022
Q4 		$239K Sell
1,364
-7
-0.5% -$1.29K 0.01% 812
2022
Q3 		$250K Buy
+1,371
New +$269K 0.01% 768
2022
Q2 		– Sell
-1,103
Closed -$217K – 893
2022
Q1 		$217K Buy
+1,103
New +$193K 0.01% 807

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mutual Advisors's JKHY Position: Q4 2025 in Review

Mutual Advisors sold out of Jack Henry & Associates (JKHY) in Q4 2025, closing a stake of 1,314 shares — an estimated $205K sold.

Mutual Advisors first reported a position in JKHY in Q1 2022 and held it in 11 quarters. The position peaked at $303K in Q3 2024. 785 funds tracked by Wall St. Rank hold JKHY as of Q4 2025.

  • Mutual Advisors reported no remaining Jack Henry & Associates position as of Q4 2025 after selling out during the quarter.
  • Mutual Advisors sold 1,314 Jack Henry & Associates shares in Q4 2025, an estimated $205K.
  • Mutual Advisors first reported a position in Jack Henry & Associates in Q1 2022 and held it in 11 quarters.
  • Mutual Advisors's Jack Henry & Associates position peaked at $303K in Q3 2024.
  • 785 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q4 2025.

Based on Mutual Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.