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
2026 Q3	$23.5K	Buy	+1,779	New	+$27.8K	﹤0.01%	2865
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%	+$2.84K	﹤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

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

IFP Advisors's JACK Position: Q3 2026 in Review

IFP Advisors opened a new position in Jack in the Box (JACK) in Q3 2026: 1,779 shares worth $23.5K. The stake represents ﹤0.01% of the portfolio and ranks #2865 among its holdings. This is a return to the name: IFP Advisors previously reported a position in JACK as recently as Q2 2023.

IFP Advisors first reported a position in JACK in Q4 2015 and has held it in 12 quarters since. The position peaked at $651K in Q2 2023. 43 funds tracked by Wall St. Rank hold JACK as of Q3 2026.

IFP Advisors held 1,779 shares of Jack in the Box worth $23.5K as of Q3 2026.
Jack in the Box was a new IFP Advisors position in Q3 2026.
Jack in the Box made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2865 holding.
IFP Advisors first reported a position in Jack in the Box in Q4 2015 and has held it in 12 quarters since.
IFP Advisors's Jack in the Box position peaked at $651K in Q2 2023.
43 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.