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
2016
Q3 		– Sell
-20,400
Closed -$1.75M – 4108
2016
Q2 		$1.75M Buy
+20,400
New +$1.54M ﹤0.01% 1569

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Bank of Montreal sold out of Jack in the Box (JACK) in Q1 2026, closing a stake of 10,250 shares — an estimated $194K sold.

Bank of Montreal first reported a position in JACK in Q2 2013 and held it in 41 quarters. The position peaked at $2.31M in Q1 2015. 138 funds tracked by Wall St. Rank hold JACK as of Q1 2026.

  • Bank of Montreal reported no remaining Jack in the Box position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 10,250 Jack in the Box shares in Q1 2026, an estimated $194K.
  • Bank of Montreal first reported a position in Jack in the Box in Q2 2013 and held it in 41 quarters.
  • Bank of Montreal's Jack in the Box position peaked at $2.31M in Q1 2015.
  • 138 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2026.

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