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Tempus Wealth Planning’s Jack Henry & Associates JKHY Stock Holding History

Tempus Wealth Planning’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
Q1 		– Sell
-1,180
Closed -$215K – 281
2025
Q4 		$215K Buy
+1,180
New +$197K 0.05% 263
2025
Q3 		– Sell
-1,286
Closed -$232K – 283
2025
Q2 		$232K Sell
1,286
-147
-10% -$26.1K 0.06% 239
2025
Q1 		$262K Buy
1,433
+2
+0.1% +$349 0.08% 217
2024
Q4 		$251K Buy
1,431
+1
+0.1% +$179 0.08% 211
2024
Q3 		$252K Buy
+1,430
New +$242K 0.09% 194

Other funds holding JKHY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Tempus Wealth Planning's JKHY Position: Q1 2026 in Review

Tempus Wealth Planning sold out of Jack Henry & Associates (JKHY) in Q1 2026, closing a stake of 1,180 shares — an estimated $215K sold.

Tempus Wealth Planning first reported a position in JKHY in Q3 2024 and held it in 5 quarters. The position peaked at $262K in Q1 2025. 772 funds tracked by Wall St. Rank hold JKHY as of Q1 2026.

  • Tempus Wealth Planning reported no remaining Jack Henry & Associates position as of Q1 2026 after selling out during the quarter.
  • Tempus Wealth Planning sold 1,180 Jack Henry & Associates shares in Q1 2026, an estimated $215K.
  • Tempus Wealth Planning first reported a position in Jack Henry & Associates in Q3 2024 and held it in 5 quarters.
  • Tempus Wealth Planning's Jack Henry & Associates position peaked at $262K in Q1 2025.
  • 772 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q1 2026.

Based on Tempus Wealth Planning's 13F filing for Q1 2026, filed 29 Apr 2026.