Ownership history in Lipe & Dalton · 21 quarters on record
This page tracks every 13F SEC filing in which Lipe & Dalton reported a position in Henry Jack & Assoc Inc (JKHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 20,350 | +610 | +3.1% | 1.83% | $3.7M | $181.82 |
| 2025 Q2 | REDUCED | 19,740 | -470 | -2.3% | 1.92% | $3.6M | $178.28 |
| 2025 Q1 | ADDED | 20,210 | +220 | +1.1% | 2.06% | $3.7M | $180.11 |
| 2024 Q4 | UNCHANGED | 19,990 | — | 0% | 1.86% | $3.5M | $172.34 |
| 2024 Q3 | ADDED | 19,990 | +250 | +1.3% | 1.78% | $3.5M | $173.02 |
| 2024 Q2 | REDUCED | 19,740 | -665 | -3.3% | 1.76% | $3.3M | $162.19 |
| 2024 Q1 | ADDED | 20,405 | +50 | +0.2% | 1.83% | $3.5M | $169.17 |
| 2023 Q4 | REDUCED | 20,355 | -230 | -1.1% | 1.80% | $3.3M | $158.62 |
| 2023 Q3 | UNCHANGED | 20,585 | — | 0% | 1.87% | $3.1M | $146.22 |
| 2023 Q2 | REDUCED | 20,585 | -45 | -0.2% | 1.96% | $3.4M | $161.34 |
As of 2025 Q4 — sorted by position size