Global Retirement Partners’s Jack in the Box JACK Stock Holding History

Global Retirement 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
2025 Q4	$57	Buy	+3	New	+$54	﹤0.01%	4172
2025 Q3	–	Sell	-51	Closed	-$890	–	3949
2025 Q2	$890	Buy	+51	New	+$1.15K	﹤0.01%	3467
2024 Q4	–	Sell	-4	Closed	-$186	–	3724
2024 Q3	$186	Sell	4 -1	-20%	-$50	﹤0.01%	3381
2024 Q2	$255	Sell	5 -2	-29%	-$112	﹤0.01%	3398
2024 Q1	$479	Hold	7	–	–	﹤0.01%	3139
2023 Q4	$521	Buy	+7	New	+$496	﹤0.01%	3070
2023 Q2	–	Sell	-5	Closed	-$458	–	3224
2023 Q1	$458	Hold	5	–	–	﹤0.01%	2941
2022 Q4	$341	Sell	5 -12	-71%	-$922	﹤0.01%	2839
2022 Q3	$1K	Sell	17 -2	-11%	-$152	﹤0.01%	2490
2022 Q2	$1K	Buy	19 +11	+138%	+$835	﹤0.01%	2461
2022 Q1	$1K	Buy	+8	New	+$708	﹤0.01%	2426

Other funds holding JACK

CCM

Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Retirement Partners's JACK Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Jack in the Box (JACK) in Q4 2025: 3 shares worth $57. The stake represents ﹤0.01% of the portfolio and ranks #4172 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JACK as recently as Q2 2025.

Global Retirement Partners first reported a position in JACK in Q1 2022 and has held it in 11 quarters since. The position peaked at $1K in Q3 2022. 156 funds tracked by Wall St. Rank hold JACK as of Q4 2025.

Global Retirement Partners held 3 shares of Jack in the Box worth $57 as of Q4 2025.
Jack in the Box was a new Global Retirement Partners position in Q4 2025.
Jack in the Box made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4172 holding.
Global Retirement Partners first reported a position in Jack in the Box in Q1 2022 and has held it in 11 quarters since.
Global Retirement Partners's Jack in the Box position peaked at $1K in Q3 2022.
156 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.