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

Private Wealth Asset 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
2026
Q1 		$20.7K Hold
131
– – ﹤0.01% 555
2025
Q4 		$23.9K Hold
131
– – ﹤0.01% 525
2025
Q3 		$19.5K Hold
131
– – ﹤0.01% 529
2025
Q2 		$23.6K Sell
131
-5
-4% -$888 ﹤0.01% 517
2025
Q1 		$24.8K Buy
+136
New +$23.7K ﹤0.01% 482

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

Private Wealth Asset Management's JKHY Position: Q1 2026 in Review

Private Wealth Asset Management held its Jack Henry & Associates (JKHY) position steady in Q1 2026 at 131 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Private Wealth Asset Management first reported a position in JKHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $24.8K in Q1 2025. 768 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Private Wealth Asset Management held 131 shares of Jack Henry & Associates worth $20.7K as of Q1 2026.
  • Private Wealth Asset Management left its Jack Henry & Associates share count unchanged in Q1 2026.
  • Jack Henry & Associates made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q1 2026, its #555 holding.
  • Private Wealth Asset Management first reported a position in Jack Henry & Associates in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Jack Henry & Associates position peaked at $24.8K in Q1 2025.
  • 768 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.