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Essential Partners’s Jack in the Box JACK Stock Holding History

Essential Partners’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 		$1.99K Buy
126
+58
+85% +$715 ﹤0.01% 1969
2026
Q1 		$658 Sell
68
-395
-85% -$6.99K ﹤0.01% 2352
2025
Q4 		$8.77K Buy
463
+451
+3,758% +$8.16K ﹤0.01% 1209
2025
Q3 		$237 Buy
+12
New +$238 ﹤0.01% 2367

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 $112B AUM 36.28% 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

Essential Partners's JACK Position: Q2 2026 in Review

Essential Partners increased its Jack in the Box (JACK) stake by 85% in Q2 2026, buying an estimated $715 and bringing the position to 126 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Essential Partners first reported a position in JACK in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.77K in Q4 2025. 134 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • Essential Partners held 126 shares of Jack in the Box worth $1.99K as of Q2 2026.
  • Essential Partners bought 58 Jack in the Box shares in Q2 2026, an estimated $715.
  • Jack in the Box made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1969 holding.
  • Essential Partners first reported a position in Jack in the Box in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Jack in the Box position peaked at $8.77K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.