Skip to content
Disclosery

JGP Wealth Management, LLC: JKHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on JKHY, newest first. How the timeline and the estimate are built.

JGP Wealth Management, LLC held 11,985 JKHY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,985 shares
    Change vs previous 13F +84 shares

    0.15% of the 13F portfolio, value $1,716,796.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,901 shares
    Change vs previous 13F -18,710 shares

    0.15% of the 13F portfolio, value $1,639,308.

    13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 30,611 shares
    Change vs previous 13F -12,899 shares

    0.5% of the 13F portfolio, value $4,837,722.

    13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 43,510 shares
    Change vs previous 13F -1,684 shares

    0.83% of the 13F portfolio, value $7,939,682.

    13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 45,194 shares
    Change vs previous 13F -426 shares

    0.73% of the 13F portfolio, value $6,612,335.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 45,620 shares
    Change vs previous 13F -278 shares

    1% of the 13F portfolio, value $8,219,328.

    13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 45,898 shares
    Change vs previous 13F -8,818 shares

    1.1% of the 13F portfolio, value $8,381,056.

    13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 54,716 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $9,591,641.

    13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).