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

SteelPeak Wealth’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 Q2	–	Sell	-1,146	Closed	-$209K	–	623
2025 Q1	$209K	Buy	1,146 +4	+0.4%	+$698	0.01%	483
2024 Q4	$200K	Buy	+1,142	New	+$204K	0.01%	489
2023 Q2	–	Sell	-11,042	Closed	-$1.66M	–	476
2023 Q1	$1.66M	Buy	11,042 +6,371	+136%	+$1.06M	0.11%	134
2022 Q4	$820K	Sell	4,671 -3,696	-44%	-$682K	0.06%	190
2022 Q3	$1.52M	Sell	8,367 -519	-6%	-$102K	0.11%	132
2022 Q2	$1.6M	Buy	+8,886	New	+$1.66M	0.12%	128

Other funds holding JKHY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SteelPeak Wealth's JKHY Position: Q2 2025 in Review

SteelPeak Wealth sold out of Jack Henry & Associates (JKHY) in Q2 2025, closing a stake of 1,146 shares — an estimated $209K sold.

SteelPeak Wealth first reported a position in JKHY in Q2 2022 and held it in 6 quarters. The position peaked at $1.66M in Q1 2023. 713 funds tracked by Wall St. Rank hold JKHY as of Q2 2025.

SteelPeak Wealth reported no remaining Jack Henry & Associates position as of Q2 2025 after selling out during the quarter.
SteelPeak Wealth sold 1,146 Jack Henry & Associates shares in Q2 2025, an estimated $209K.
SteelPeak Wealth first reported a position in Jack Henry & Associates in Q2 2022 and held it in 6 quarters.
SteelPeak Wealth's Jack Henry & Associates position peaked at $1.66M in Q1 2023.
713 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.