MassMutual Private Wealth & Trust, FSB JKHY HENRY JACK & ASSOCIATES INC

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  29 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported HENRY JACK & ASSOCIATES INC (JKHY) in 29 quarterly 13F filings from 2024 Q1 through 2026 Q2. 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 MassMutual Private Wealth & Trust, FSB's position in HENRY JACK & ASSOCIATES INC, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 MassMutual Private Wealth & Trust, FSB 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 202 -62 -23.5% 0.00% $28K 2026-07-02 $146.87
2026 Q1 ADDED 264 +5 +1.9% 0.00% $42K 2026-04-13 $151.40
2025 Q4 ADDED 259 +117 +82.4% 0.00% $47K 2026-01-07 $185.30
2025 Q3 REDUCED 22.4% +25.6% 142 -41 -22.4% 0.00% $21K 2025-10-22 $155.91
2025 Q2 ADDED 183 +23 +14.4% 0.00% $33K 2025-07-09 $177.87
2025 Q1 ADDED 160 +14 +9.6% 0.00% $29K 2025-04-01 $181.51
2024 Q4 ADDED 146 +20 +15.9% 0.00% $26K 2025-01-16 $169.59
2024 Q3 REDUCED 126 -3 -2.3% 0.00% $22K 2024-10-02 $175.97
2024 Q2 ADDED 129 +44 +51.8% 0.00% $21K 2024-07-02 $159.99
2024 Q1 UNCHANGED 85 0% 0.00% $15K 2024-04-09 $169.60
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and JKHY

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

How long has MassMutual Private Wealth & Trust, FSB reported owning JKHY?

MassMutual Private Wealth & Trust, FSB reported JKHY across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported JKHY position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for JKHY was 0.00% in 2025 Q4.

What is the latest reported JKHY position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 202 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this JKHY ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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 MassMutual Private Wealth & Trust, FSB time their JKHY position?

Based on 13F filing dates vs. subsequent JKHY price moves, MassMutual Private Wealth & Trust, FSB correctly timed 9 out of 18 reported position changes (50%). The annualised alpha on JKHY relative to SPY over the holding period was -8.3%.

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