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JKHY icon

WealthPLAN Partners’s Jack Henry & Associates JKHY Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-19
Closed -$3.18K – 734
2023
Q2 		$3.18K Buy
+19
New +$2.96K ﹤0.01% 988
2017
Q2 		– Sell
-109
Closed -$10.1K – 314
2017
Q1 		$10.1K Buy
+109
New +$10K 0.04% 269
2016
Q3 		$9.15K Sell
109
-905
-89% -$79.4K ﹤0.01% 615
2016
Q2 		$79K Buy
+1,014
New +$84.7K 0.01% 703
2015
Q4 		$62.1K Buy
+796
New +$61.1K 0.01% 560
2015
Q2 		– Sell
-796
Closed -$56K – 477
2015
Q1 		$56K Buy
+796
New +$52.1K 0.03% 227

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return