Bank of Montreal
JACK icon

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

Bank of Montreal’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
2019
Q1 		– Sell
-5,000
Closed -$388K – 4522
2018
Q4 		$388K Buy
+5,000
New +$406K ﹤0.01% 2278

Other funds holding JACK

NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of Montreal's JACK Position: Q2 2026 in Review

Bank of Montreal opened a new position in Jack in the Box (JACK) in Q2 2026: 18,815 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #2781 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in JACK as recently as Q4 2025.

Bank of Montreal first reported a position in JACK in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.31M in Q1 2015. 133 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • Bank of Montreal held 18,815 shares of Jack in the Box worth $297K as of Q2 2026.
  • Jack in the Box was a new Bank of Montreal position in Q2 2026.
  • Jack in the Box made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2781 holding.
  • Bank of Montreal first reported a position in Jack in the Box in Q2 2013 and has held it in 42 quarters since.
  • Bank of Montreal's Jack in the Box position peaked at $2.31M in Q1 2015.
  • 133 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.