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

EverSource 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
2026 Q2	$4.17K	Buy	264 +84	+47%	+$1.04K	﹤0.01%	3373
2026 Q1	$1.74K	Sell	180 -255	-59%	-$4.51K	﹤0.01%	3689
2025 Q4	$8.24K	Buy	435 +412	+1,791%	+$7.45K	﹤0.01%	2893
2025 Q3	$454	Sell	23 -72	-76%	-$1.43K	﹤0.01%	3973
2025 Q2	$1.66K	Sell	95 -60	-39%	-$1.35K	﹤0.01%	3562
2025 Q1	$4.21K	Buy	155 +133	+605%	+$4.89K	﹤0.01%	2577
2024 Q4	$916	Buy	+22	New	+$1.01K	﹤0.01%	2997
2023 Q1	–	Sell	-33	Closed	-$2.25K	–	2459
2022 Q4	$2.25K	Hold	33	–	–	﹤0.01%	1873
2022 Q3	$2K	Buy	+33	New	+$2.5K	﹤0.01%	1681

Other funds holding JACK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EverSource Wealth Advisors's JACK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Jack in the Box (JACK) stake by 47% in Q2 2026, buying an estimated $1.04K and bringing the position to 264 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3373.

EverSource Wealth Advisors first reported a position in JACK in Q3 2022 and has held it in 9 quarters since. The position peaked at $8.24K in Q4 2025. 28 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

EverSource Wealth Advisors held 264 shares of Jack in the Box worth $4.17K as of Q2 2026.
EverSource Wealth Advisors bought 84 Jack in the Box shares in Q2 2026, an estimated $1.04K.
Jack in the Box made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3373 holding.
EverSource Wealth Advisors first reported a position in Jack in the Box in Q3 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's Jack in the Box position peaked at $8.24K in Q4 2025.
28 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

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