Johnson Financial Group, Inc. JKHY HENRY JACK & ASSOC INC Com

Ownership history in Johnson Financial Group, Inc.  ·  39 quarters on record

AI Ownership Summary

Johnson Financial Group, Inc. reported HENRY JACK & ASSOC INC Com (JKHY) in 39 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows JKHY at 0.00% 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 Johnson Financial Group, Inc.'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
2025 Q3

JKHY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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 Johnson Financial Group, Inc. held JKHY — position size vs. price
% of Fund (quarterly)    JKHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 97.5% +25.6% 10 -389 -97.5% 0.00% $1K 2025-11-13 $164.12
2025 Q1 ADDED 399 +395 +9875.0% 0.00% $73K 2025-05-15 $178.16
2024 Q2 REDUCED 99.5% +6.7% 4 -813 -99.5% 0.00% $665 2024-08-14 $160.99
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Johnson Financial Group, Inc. and JKHY

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

How long has Johnson Financial Group, Inc. reported owning JKHY?

Johnson Financial Group, Inc. reported JKHY across 3 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported JKHY position in Johnson Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for JKHY was 0.00% in 2025 Q1.

What is the latest reported JKHY position on this page?

The most recent filing on this page is 2025 Q3, when Johnson Financial Group, Inc. reported 10 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this JKHY ownership page compare?

The chart compares Johnson Financial Group, Inc.'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.

How well did Johnson Financial Group, Inc. time their JKHY position?

Based on 13F filing dates vs. subsequent JKHY price moves, Johnson Financial Group, Inc. correctly timed 9 out of 23 reported position changes (39%). The annualised alpha on JKHY relative to SPY over the holding period was +1.3%.

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