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JKHY icon

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

SVB 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
2023
Q1 		– Sell
-1,491
Closed -$262K – 1051
2022
Q4 		$262K Sell
1,491
-926
-38% -$171K ﹤0.01% 801
2022
Q3 		$441K Buy
+2,417
New +$474K 0.01% 560
2018
Q2 		– Sell
-2,230
Closed -$270K – 447
2018
Q1 		$270K Hold
2,230
– – 0.01% 387
2017
Q4 		$261K Sell
2,230
-3,947
-64% -$441K 0.01% 419
2017
Q3 		$635K Hold
6,177
– – 0.02% 320
2017
Q2 		$642K Hold
6,177
– – 0.03% 322
2017
Q1 		$575K Buy
6,177
+670
+12% +$61.7K 0.02% 330
2016
Q4 		$489K Hold
5,507
– – 0.02% 344
2016
Q3 		$471K Buy
5,507
+2,567
+87% +$225K 0.02% 350
2016
Q2 		$257K Buy
+2,940
New +$246K 0.01% 446

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return