Simplicity Wealth’s Jack Henry & Associates JKHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$260K Buy
+1,888
New +$268K 0.01% 886
2024
Q3
Sell
-5,602
Closed -$930K 855
2024
Q2
$930K Sell
5,602
-62
-1% -$10.3K 0.02% 553
2024
Q1
$984K Buy
+5,664
New +$964K 0.02% 523

Other funds holding JKHY

Simplicity Wealth's JKHY Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Jack Henry & Associates (JKHY) in Q2 2026: 1,888 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in JKHY as recently as Q2 2024.

Simplicity Wealth first reported a position in JKHY in Q1 2024 and has held it in 3 quarters since. The position peaked at $984K in Q1 2024. 712 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Simplicity Wealth held 1,888 shares of Jack Henry & Associates worth $260K as of Q2 2026.
  • Jack Henry & Associates was a new Simplicity Wealth position in Q2 2026.
  • Jack Henry & Associates made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #886 holding.
  • Simplicity Wealth first reported a position in Jack Henry & Associates in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Jack Henry & Associates position peaked at $984K in Q1 2024.
  • 712 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.