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Hemington Wealth Management’s Jack in the Box JACK Stock Holding History

Hemington Wealth Management’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
Q2 		– Sell
-23
Closed – – 1613
2025
Q1 		$0 Sell
23
-2
-8% -$74 ﹤0.01% 1627
2024
Q4 		$1K Hold
25
– – ﹤0.01% 1411
2024
Q3 		$1K Buy
+25
New +$1.26K ﹤0.01% 1335

Other funds holding JACK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hemington Wealth Management's JACK Position: Q2 2025 in Review

Hemington Wealth Management sold out of Jack in the Box (JACK) in Q2 2025, closing a stake of 23 shares.

Hemington Wealth Management first reported a position in JACK in Q3 2024 and held it in 3 quarters. The position peaked at $1K in Q4 2024. 184 funds tracked by Wall St. Rank hold JACK as of Q2 2025.

  • Hemington Wealth Management reported no remaining Jack in the Box position as of Q2 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 23 Jack in the Box shares in Q2 2025.
  • Hemington Wealth Management first reported a position in Jack in the Box in Q3 2024 and held it in 3 quarters.
  • Hemington Wealth Management's Jack in the Box position peaked at $1K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2025.

Based on Hemington Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.