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Bogart Wealth LLC’s Jack in the Box JACK Stock Holding History

Bogart Wealth LLC’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
2026
Q2 		$2.02K Buy
+128
New +$1.58K ﹤0.01% 1456
2025
Q2 		– Sell
-300
Closed -$8.16K – 1503
2025
Q1 		$8.16K Buy
300
+200
+200% +$7.36K ﹤0.01% 796
2024
Q4 		$4.16K Sell
100
-476
-83% -$22K ﹤0.01% 926
2024
Q3 		$26.8K Buy
576
+200
+53% +$10K ﹤0.01% 507
2024
Q2 		$19.2K Buy
+376
New +$21.1K ﹤0.01% 539

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

Bogart Wealth LLC's JACK Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Jack in the Box (JACK) in Q2 2026: 128 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in JACK as recently as Q1 2025.

Bogart Wealth LLC first reported a position in JACK in Q2 2024 and has held it in 5 quarters since. The position peaked at $26.8K in Q3 2024. 133 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • Bogart Wealth LLC held 128 shares of Jack in the Box worth $2.02K as of Q2 2026.
  • Jack in the Box was a new Bogart Wealth LLC position in Q2 2026.
  • Jack in the Box made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1456 holding.
  • Bogart Wealth LLC first reported a position in Jack in the Box in Q2 2024 and has held it in 5 quarters since.
  • Bogart Wealth LLC's Jack in the Box position peaked at $26.8K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.