RIM
JKHY icon

Rockbridge Investment Management’s Jack Henry & Associates JKHY Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-87
Closed -$14.2K – 385
2023
Q4 		$14.2K Buy
+87
New +$13.3K ﹤0.01% 365
2022
Q3 		– Sell
-87
Closed -$15.7K – 364
2022
Q2 		$15.7K Hold
87
– – ﹤0.01% 323
2022
Q1 		$17.4K Hold
87
– – ﹤0.01% 433
2021
Q4 		$15K Hold
87
– – ﹤0.01% 515
2021
Q3 		$14K Hold
87
– – ﹤0.01% 480
2021
Q2 		$14K Hold
87
– – ﹤0.01% 472
2021
Q1 		$13K Sell
87
-36
-29% -$5.49K ﹤0.01% 471
2020
Q4 		$20K Hold
123
– – ﹤0.01% 416
2020
Q3 		$20K Hold
123
– – ﹤0.01% 381
2020
Q2 		$23K Buy
+123
New +$21.4K 0.01% 327

Other funds holding JKHY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $653B AUM 32.41% 1-Year Est. Return