Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

JKHY holding history

Jack Henry & Associates Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JKHY overviewAll 13F holders of JKHYFull Q2 2026 holdings

Shares (Q2 2026)
131,572
Value
$18.1M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of JKHY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026131,572$18.1M<0.1%+26,280+25.0%AddedHolders
Q1 2026105,292$16.6M<0.1%+11,433+12.2%AddedHolders
Q4 202593,859$17.1M<0.1%+57,281+156.6%AddedHolders
Q3 202536,578$5.45M<0.1%+10,718+41.4%AddedHolders
Q2 202525,860$4.66M<0.1%+1,943+8.1%AddedHolders
Q1 202523,917$4.37M<0.1%−320−1.3%ReducedHolders
Q4 202424,237$4.25M<0.1%+4,600+23.4%AddedHolders
Q3 202419,637$3.47M<0.1%−151−0.8%ReducedHolders
Q2 202419,788$3.29M<0.1%+8,843+80.8%AddedHolders
Q1 202410,945$1.90M<0.1%+768+7.5%AddedHolders
Q4 202310,177$1.66M<0.1%+29+0.3%AddedHolders
Q3 202310,148$1.53M<0.1%+873+9.4%AddedHolders
Q2 20239,275$1.55M<0.1%+594+6.8%AddedHolders
Q1 20238,681$1.31M<0.1%−68−0.8%ReducedHolders
Q4 20228,749$1.54M<0.1%+482+5.8%AddedHolders
Q3 20228,267$1.51M<0.1%+305+3.8%AddedHolders
Q2 20227,962$1.43M<0.1%+282+3.7%AddedHolders
Q1 20227,680$1.51M<0.1%−47−0.6%ReducedHolders
Q4 20217,727$1.29M<0.1%−165−2.1%ReducedHolders
Q3 20217,892$1.29M<0.1%−794−9.1%ReducedHolders
Q2 20218,686$1.42M<0.1%−4,677−35.0%ReducedHolders
Q1 202113,363$2.03M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.