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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,052
Closed -$335K – 1335
2024
Q4 		$335K Buy
8,052
+65
+0.8% +$3K ﹤0.01% 826
2024
Q3 		$372K Buy
+7,987
New +$401K ﹤0.01% 783

Other funds holding JACK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

EP Wealth Advisors's JACK Position: Q1 2025 in Review

EP Wealth Advisors sold out of Jack in the Box (JACK) in Q1 2025, closing a stake of 8,052 shares — an estimated $335K sold.

EP Wealth Advisors first reported a position in JACK in Q3 2024 and held it in 2 quarters. The position peaked at $372K in Q3 2024. 200 funds tracked by Wall St. Rank hold JACK as of Q1 2025.

  • EP Wealth Advisors reported no remaining Jack in the Box position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 8,052 Jack in the Box shares in Q1 2025, an estimated $335K.
  • EP Wealth Advisors first reported a position in Jack in the Box in Q3 2024 and held it in 2 quarters.
  • EP Wealth Advisors's Jack in the Box position peaked at $372K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.