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Whipplewood Advisors’s Jack Henry & Associates JKHY Stock Holding History

Whipplewood Advisors’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
Q2 		– Sell
-8
Closed -$1.26K – 863
2026
Q1 		$1.26K Buy
+8
New +$1.37K ﹤0.01% 853
2025
Q3 		– Sell
-12
Closed -$2.16K – 751
2025
Q2 		$2.16K Sell
12
-9
-43% -$1.6K ﹤0.01% 863
2025
Q1 		$2.19K Buy
21
+9
+75% +$1.57K ﹤0.01% 872
2024
Q4 		$2.1K Buy
+12
New +$2.15K ﹤0.01% 865

Other funds holding JKHY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Whipplewood Advisors's JKHY Position: Q2 2026 in Review

Whipplewood Advisors sold out of Jack Henry & Associates (JKHY) in Q2 2026, closing a stake of 8 shares — an estimated $1.26K sold.

Whipplewood Advisors first reported a position in JKHY in Q4 2024 and held it in 4 quarters. The position peaked at $2.19K in Q1 2025. 706 funds tracked by Wall St. Rank hold JKHY as of Q2 2026.

  • Whipplewood Advisors reported no remaining Jack Henry & Associates position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 8 Jack Henry & Associates shares in Q2 2026, an estimated $1.26K.
  • Whipplewood Advisors first reported a position in Jack Henry & Associates in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Jack Henry & Associates position peaked at $2.19K in Q1 2025.
  • 706 funds tracked by Wall St. Rank held Jack Henry & Associates as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.