SWM
JKHY icon

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

SHP 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
2026
Q2 		$3.03K Buy
22
+11
+100% +$1.56K ﹤0.01% 1282
2026
Q1 		$1.74K Buy
11
+7
+175% +$1.2K ﹤0.01% 1318
2025
Q4 		$730 Buy
+4
New +$666 ﹤0.01% 1302

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SHP Wealth Management's JKHY Position: Q2 2026 in Review

SHP Wealth Management increased its Jack Henry & Associates (JKHY) stake by 100% in Q2 2026, buying an estimated $1.56K and bringing the position to 22 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

SHP Wealth Management first reported a position in JKHY in Q4 2025 and has held it in 3 quarters since. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • SHP Wealth Management held 22 shares of Jack Henry & Associates worth $3.03K as of Q2 2026.
  • SHP Wealth Management bought 11 Jack Henry & Associates shares in Q2 2026, an estimated $1.56K.
  • Jack Henry & Associates made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1282 holding.
  • SHP Wealth Management first reported a position in Jack Henry & Associates in Q4 2025 and has held it in 3 quarters since.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.