SW
JKHY icon

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 – 624
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 – 477
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 0.12% 132
2022
Q2 		$1.6M Buy
+8,886
New +$1.66M 0.12% 128

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return