CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

JKHY holding history

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

JKHY overview All 13F holders of JKHY Full Q2 2026 holdings

Shares (Q2 2026): 24,695
Value: $3.40M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of JKHY by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,695	$3.40M	0.1%	+19,012+334.5%	Added	Holders
Q1 2026	5,683	$898.1K	0.1%	−2,872−33.6%	Reduced	Holders
Q4 2025	8,555	$1.56M	0.1%	+6,521+320.6%	Added	Holders
Q3 2025	2,034	$302.9K	<0.1%	+451+28.5%	Added	Holders
Q2 2025	1,583	$285.2K	<0.1%	−160−9.2%	Reduced	Holders
Q1 2025	1,743	$318.3K	<0.1%	+270+18.3%	Added	Holders
Q4 2024	1,473	$258.2K	<0.1%	−140−8.7%	Reduced	Holders
Q3 2024	1,613	$284.8K	<0.1%	−2,091−56.5%	Reduced	Holders
Q2 2024	3,704	$614.9K	0.1%	−913−19.8%	Reduced	Holders
Q1 2024	4,617	$802.1K	0.1%	−466−9.2%	Reduced	Holders
Q4 2023	5,083	$830.6K	0.1%	+637+14.3%	Added	Holders
Q3 2023	4,446	$672.0K	0.1%	+217+5.1%	Added	Holders
Q2 2023	4,229	$707.6K	0.1%	−58−1.4%	Reduced	Holders
Q1 2023	4,287	$646.1K	0.1%	−8,094−65.4%	Reduced	Holders
Q4 2022	12,381	$2.17M	0.3%	−3,170−20.4%	Reduced	Holders
Q3 2022	15,551	$2.83M	0.4%	+1,958+14.4%	Added	Holders
Q2 2022	13,593	$2.45M	0.3%	−1,252−8.4%	Reduced	Holders
Q1 2022	14,845	$2.92M	0.3%	+1,110+8.1%	Added	Holders
Q4 2021	13,735	$2.29M	0.3%	+2,108+18.1%	Added	Holders
Q3 2021	11,627	$1.91M	0.2%	+3,615+45.1%	Added	Holders
Q2 2021	8,012	$1.31M	0.2%	+2,817+54.2%	Added	Holders
Q1 2021	5,195	$788.0K	0.1%	–	–	Holders

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