Position in JKHY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,639,243
-$3,198,519 QoQ
Shares Held
11,901
-61.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#265
of 710 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in JKHY Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026JGP Wealth Management, LLC holds $2,169,605 across 2 Information Technology Services names. JKHY ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JKHY |
Jack Henry & Associates Inc
This page
|
11,901 | $1,639,243 | |
| 2 | IBM |
International Business Machines Corp
|
1,886 | $530,362 |
All Filings in JKHY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,639,243 | 11,901 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,837,762 | 30,611 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $7,939,704 | 43,510 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,730,742 | 45,194 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $8,219,355 | 45,620 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,380,974 | 45,898 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,591,714 | 54,716 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,542,340 | 54,052 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $9,036,468 | 54,430 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,453,170 | 54,413 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $13,645,878 | 83,507 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $12,431,265 | 82,250 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $13,468,391 | 80,490 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,767,162 | 78,073 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $13,416,997 | 76,424 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,647,283 | 74,874 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $13,161,262 | 73,110 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $13,993,899 | 71,017 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $10,516,696 | 62,978 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $9,704,805 | 59,154 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $8,833,464 | 54,024 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,473,147 | 36,074 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,718,247 | 35,300 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,480,908 | 33,710 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $5,954,658 | 32,357 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $4,893,941 | 31,525 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||