Bank of America’s Jack in the Box JACK Stock Holding History

Bank of America’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
2023 Q3	–	Sell	-58,000	Closed	-$5.66M	–	7855
2023 Q2	$5.66M	Buy	58,000 +39,500	+214%	+$3.59M	﹤0.01%	3283
2023 Q1	$1.62M	Buy	+18,500	New	+$1.46M	﹤0.01%	4529
2017 Q4	–	Sell	-225,000	Closed	-$22.9M	–	7132
2017 Q3	$22.9M	Buy	+225,000	New	+$21.5M	﹤0.01%	1753
2017 Q1	–	Sell	-33,500	Closed	-$3.74M	–	7104
2016 Q4	$3.74M	Buy	33,500 +13,500	+68%	+$1.38M	﹤0.01%	3206
2016 Q3	$1.92M	Buy	+20,000	New	+$1.9M	﹤0.01%	3672
2014 Q3	–	Sell	-200	Closed	-$12K	–	8082
2014 Q2	$12K	Sell	200 -300	-60%	-$17.2K	﹤0.01%	7393
2014 Q1	$29K	Sell	500 -600	-55%	-$32.7K	﹤0.01%	6725
2013 Q4	$55K	Buy	+1,100	New	+$48.5K	﹤0.01%	6503

Other funds holding JACK

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of America's JACK Position: Q1 2026 in Review

Bank of America increased its Jack in the Box (JACK) stake by 21% in Q1 2026, buying an estimated $1.93M and bringing the position to 622,779 shares worth $6.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3322.

Bank of America first reported a position in JACK in Q2 2013 and has held it in 52 quarters since. The position peaked at $98.8M in Q1 2015. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

Bank of America held 622,779 shares of Jack in the Box worth $6.02M as of Q1 2026.
Bank of America bought 108,865 Jack in the Box shares in Q1 2026, an estimated $1.93M.
Jack in the Box made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3322 holding.
Bank of America first reported a position in Jack in the Box in Q2 2013 and has held it in 52 quarters since.
Bank of America's Jack in the Box position peaked at $98.8M in Q1 2015.
138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.