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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Jack Henry & Associates, Inc. (0A6D.L)

LSE - LSE Delayed price. Currency in USD

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164.56

-2.89

(-1.73%)

At close: 04:57PM BST

Major holders

Currency in USD

0.68%	% of shares held by all insiders
97.43%	% of shares held by institutions
98.09%	% of float held by institutions
979	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	8,648,977	31 Dec 2023	11.87%	1,423,275,634
Blackrock Inc.	6,201,802	31 Dec 2023	8.51%	1,020,568,521
Apg Asset Management N.V.	3,917,774	31 Dec 2023	5.38%	644,708,879
Kayne Anderson Rudnick Investment Management LLC	3,742,457	31 Dec 2023	5.14%	615,858,714
Morgan Stanley	3,277,086	31 Dec 2023	4.50%	539,277,264
State Street Corporation	3,158,111	31 Dec 2023	4.33%	519,698,738
CIBC Private Wealth Group, LLC	1,942,887	31 Dec 2023	2.67%	319,721,479
Geode Capital Management, LLC	1,861,062	31 Dec 2023	2.55%	306,256,358
JP Morgan Chase & Company	1,607,623	31 Dec 2023	2.21%	264,550,436
Wells Fargo & Company	1,329,119	31 Dec 2023	1.82%	218,719,819

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	2,289,501	31 Dec 2023	3.14%	376,760,278
Vanguard 500 Index Fund	1,778,961	31 Dec 2023	2.44%	292,745,817
JP Morgan ETF Tr-Equity Premium Income ETF	1,040,036	31 Dec 2023	1.43%	171,148,321
Vanguard Small-Cap Index Fund	927,110	31 Dec 2023	1.27%	152,565,219
Fidelity 500 Index Fund	873,459	29 Feb 2024	1.20%	143,736,410
SPDR S&P 500 ETF Trust	856,545	29 Feb 2024	1.18%	140,953,043
Vanguard Mid-Cap Index Fund	816,425	31 Dec 2023	1.12%	134,350,896
iShares Core S&P 500 ETF	757,840	29 Feb 2024	1.04%	124,710,148
Eaton Vance Atlanta Capital SMID-Cap Fd	749,353	31 Dec 2023	1.03%	123,313,527
SPDR (R) Ser Tr- SPDR (R) S&P (R) Dividend ETF	619,470	29 Feb 2024	0.85%	101,939,981