IFP Advisors’s Jack in the Box JACK Stock Holding History

IFP 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
2025 Q2	–	Hold	0	–	–	–	3376
2025 Q1	–	Hold	0	–	–	–	3825
2024 Q4	–	Hold	0	–	–	–	3828
2023 Q3	–	Sell	-6,673	Closed	-$651K	–	3441
2023 Q2	$651K	Buy	+6,673	New	+$607K	0.03%	560
2021 Q4	–	Sell	-25	Closed	-$2K	–	3425
2021 Q3	$2K	Buy	+25	New	+$2.61K	﹤0.01%	2870
2018 Q2	–	Sell	-25	Closed	-$2K	–	3965
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	3504
2017 Q4	$2K	Sell	25 -259	-91%	-$26.3K	﹤0.01%	3555
2017 Q3	$29K	Hold	284	–	–	﹤0.01%	2361
2017 Q2	$28K	Buy	284 +59	+26%	+$6.09K	﹤0.01%	2367
2017 Q1	$23K	Sell	225 -5	-2%	-$518	﹤0.01%	2401
2016 Q4	$26K	Hold	230	–	–	﹤0.01%	2285
2016 Q3	$22K	Buy	230 +30	+15%	+$2.85K	﹤0.01%	2344
2016 Q2	$17K	Buy	+200	New	+$15.1K	﹤0.01%	2449
2016 Q1	–	Sell	-16	Closed	-$1K	–	2892
2015 Q4	$1K	Buy	+16	New	+$1.22K	﹤0.01%	3525

Other funds holding JACK

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

BCC

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

CCM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICM

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

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

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP Advisors's JACK Position: Q2 2025 in Review

IFP Advisors held its Jack in the Box (JACK) position steady in Q2 2025 at 0 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

IFP Advisors first reported a position in JACK in Q4 2015 and has held it in 11 quarters since. The position peaked at $651K in Q2 2023. 184 funds tracked by Wall St. Rank hold JACK as of Q2 2025.

IFP Advisors held 0 shares of Jack in the Box worth $5.06K as of Q2 2025.
IFP Advisors left its Jack in the Box share count unchanged in Q2 2025.
Jack in the Box made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #3376 holding.
IFP Advisors first reported a position in Jack in the Box in Q4 2015 and has held it in 11 quarters since.
IFP Advisors's Jack in the Box position peaked at $651K in Q2 2023.
184 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.