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
2026 Q2	$4.13K	Buy	+261	New	+$3.22K	﹤0.01%	3755
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

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Global Retirement Partners's JACK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Jack in the Box (JACK) in Q2 2026: 261 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #3755 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JACK as recently as Q4 2025.

Global Retirement Partners first reported a position in JACK in Q1 2022 and has held it in 12 quarters since. 133 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

Global Retirement Partners held 261 shares of Jack in the Box worth $4.13K as of Q2 2026.
Jack in the Box was a new Global Retirement Partners position in Q2 2026.
Jack in the Box made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3755 holding.
Global Retirement Partners first reported a position in Jack in the Box in Q1 2022 and has held it in 12 quarters since.
133 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.