EWA
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EP Wealth Advisors’s Jack in the Box JACK Stock Holding History

EP Wealth Advisors’s Portfolio JACK Stock Details JACK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,052
Closed -$335K – 1335
2024
Q4 		$335K Buy
8,052
+65
+0.8% +$2.71K ﹤0.01% 826
2024
Q3 		$372K Buy
+7,987
New +$372K ﹤0.01% 783