Back to JKHY
Modera Wealth Management, LLC → JKHY
Modera Wealth Management, LLC JKHY Position History
Jack Henry & Associates, Inc. • Financial Services
Quarters held
5
Latest value
$2.6M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q4 2025 | $4.3M |
| Q1 2026 | $3.7M |
| Q2 2026 | $2.9M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 18.0K | — | — |
| Q2 2026 | $2.9M | 21.3K | — | — |
| Q1 2026 | $3.7M | 23.7K | — | — |
| Q4 2025 | $4.3M | 23.6K | — | — |
| Q3 2025 | $3.3M | 22.1K | — | — |
Other funds holding JKHY
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$510.1M
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$202.1M
$202.1M