JKHY HENRY JACK & ASSOC INC COM

Ownership history in CoreCap Advisors, LLC  ·  11 quarters on record

AI Ownership Summary

CoreCap Advisors, LLC reported HENRY JACK & ASSOC INC COM (JKHY) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows JKHY at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JKHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreCap Advisors, LLC's position in HENRY JACK & ASSOC INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JKHY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CoreCap Advisors, LLC held JKHY — position size vs. price
% of Fund (quarterly)    JKHY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,203 +103 +2.0% 0.03% $822K 2026-04-07 $158.32
2025 Q4 ADDED 5,100 +394 +8.4% 0.03% $931K 2026-01-13 $187.77
2025 Q3 REDUCED 4,706 -128 -2.6% 0.03% $701K 2025-10-22 $155.91
2025 Q2 ADDED 4,834 +234 +5.1% 0.04% $871K 2025-08-14 $157.58
2025 Q1 ADDED 4,600 +413 +9.9% 0.04% $840K 2025-05-09 $178.49
2024 Q4 REDUCED 4,187 -83 -1.9% 0.03% $734K 2025-02-14 $163.66
2024 Q3 ADDED 4,270 +535 +14.3% 0.04% $754K 2024-11-08 $176.19
2023 Q4 ADDED 3,735 +1,850 +98.1% 0.04% $610K 2024-01-16 $160.34
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CoreCap Advisors, LLC and JKHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreCap Advisors, LLC reported owning JKHY?

CoreCap Advisors, LLC reported JKHY across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JKHY position in CoreCap Advisors, LLC's portfolio?

The largest reported portfolio weight for JKHY was 0.04% in 2023 Q4.

What is the latest reported JKHY position on this page?

The most recent filing on this page is 2026 Q1, when CoreCap Advisors, LLC reported 5,203 shares, equal to 0.03% of portfolio, with an estimated market value of $822K.

What does the chart on this JKHY ownership page compare?

The chart compares CoreCap Advisors, LLC's quarterly JKHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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