IPG Investment Advisors’s Jack in the Box JACK Stock Holding History

IPG Investment 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 Q2	$7.42M	Sell	469,300 -66,996	-12%	-$826K	1.07%	24
2026 Q1	$5.19M	Buy	536,296 +105,295	+24%	+$1.86M	0.89%	33
2025 Q4	$8.17M	Sell	431,001 -222,175	-34%	-$4.02M	1.43%	14
2025 Q3	$12.9M	Sell	653,176 -111,294	-15%	-$2.21M	2.3%	7
2025 Q2	$13.3M	Buy	764,470 +82,535	+12%	+$1.86M	2.61%	9
2025 Q1	$18.8M	Buy	681,935 +241,316	+55%	+$8.88M	4.26%	6
2024 Q4	$18.3M	Buy	440,619 +163,834	+59%	+$7.56M	4.17%	8
2024 Q3	$12.9M	Buy	276,785 +125,510	+83%	+$6.3M	2.81%	10
2024 Q2	$7.71M	Buy	151,275 +77,170	+104%	+$4.33M	1.68%	15
2024 Q1	$5.07M	Buy	74,105 +7,110	+11%	+$535K	1.11%	28
2023 Q4	$5.47M	Buy	66,995 +34,815	+108%	+$2.46M	1.09%	25
2023 Q3	$2.22M	Buy	+32,180	New	+$2.74M	0.49%	44
2023 Q2	–	Sell	-47,160	Closed	-$4.13M	–	183
2023 Q1	$4.13M	Buy	+47,160	New	+$3.73M	0.94%	28

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 $112B AUM 36.28% 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

IPG Investment Advisors's JACK Position: Q2 2026 in Review

IPG Investment Advisors reduced its Jack in the Box (JACK) stake by 12% in Q2 2026, selling an estimated $826K and leaving 469,300 shares worth $7.42M. The position accounts for 1.07% of the portfolio, ranked #24.

IPG Investment Advisors first reported a position in JACK in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.8M in Q1 2025. 134 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

IPG Investment Advisors held 469,300 shares of Jack in the Box worth $7.42M as of Q2 2026.
IPG Investment Advisors sold 66,996 Jack in the Box shares in Q2 2026, an estimated $826K.
Jack in the Box made up 1.07% of IPG Investment Advisors's portfolio in Q2 2026, its #24 holding.
IPG Investment Advisors first reported a position in Jack in the Box in Q1 2023 and has held it in 13 quarters since.
IPG Investment Advisors's Jack in the Box position peaked at $18.8M in Q1 2025.
134 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.