AAS
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Avantax Advisory Services’s Jack in the Box JACK Stock Holding History

Avantax Advisory Services’s Portfolio JACK Stock Details JACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$502K Sell
28,766
-1,106
-4% -$24.9K ﹤0.01% 1579
2025
Q1 		$812K Buy
29,872
+17,831
+148% +$656K ﹤0.01% 1195
2024
Q4 		$501K Sell
12,041
-9,206
-43% -$425K ﹤0.01% 1442
2024
Q3 		$989K Buy
21,247
+4,134
+24% +$208K 0.01% 1031
2024
Q2 		$872K Buy
+17,113
New +$961K 0.01% 1058

Other funds holding JACK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avantax Advisory Services's JACK Position: Q2 2025 in Review

Avantax Advisory Services reduced its Jack in the Box (JACK) stake by 3.7% in Q2 2025, selling an estimated $24.9K and leaving 28,766 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Avantax Advisory Services first reported a position in JACK in Q2 2024 and has held it in 5 quarters since. The position peaked at $989K in Q3 2024. 184 funds tracked by Wall St. Rank hold JACK as of Q2 2025.

  • Avantax Advisory Services held 28,766 shares of Jack in the Box worth $502K as of Q2 2025.
  • Avantax Advisory Services sold 1,106 Jack in the Box shares in Q2 2025, an estimated $24.9K.
  • Jack in the Box made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1579 holding.
  • Avantax Advisory Services first reported a position in Jack in the Box in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Jack in the Box position peaked at $989K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.