JGC
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J. Goldman & Co’s Jack in the Box JACK Stock Holding History

J. Goldman & Co’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
-46,134
Closed -$1.25M – 550
2025
Q1 		$1.25M Sell
46,134
-365,953
-89% -$13.5M 0.03% 345
2024
Q4 		$17.2M Buy
412,087
+263,941
+178% +$12.2M 0.45% 64
2024
Q3 		$6.89M Buy
+148,146
New +$7.44M 0.19% 136
2023
Q3 		– Sell
-2,266
Closed -$221K – 417
2023
Q2 		$221K Buy
+2,266
New +$206K 0.01% 326
2021
Q4 		– Sell
-46,461
Closed -$4.52M – 394
2021
Q3 		$4.52M Buy
+46,461
New +$4.84M 0.23% 122
2020
Q4 		– Sell
-112,219
Closed -$8.9M – 427
2020
Q3 		$8.9M Buy
+112,219
New +$9.03M 0.6% 45
2020
Q2 		– Sell
-43,520
Closed -$1.52M – 306
2020
Q1 		$1.52M Sell
43,520
-38,694
-47% -$2.63M 0.18% 119
2019
Q4 		$6.42M Sell
82,214
-128,490
-61% -$10.6M 0.46% 62
2019
Q3 		$19.2M Buy
210,704
+52,967
+34% +$4.4M 1.44% 12
2019
Q2 		$12.8M Sell
157,737
-7,476
-5% -$604K 0.89% 33
2019
Q1 		$13.4M Buy
+165,213
New +$13.2M 0.75% 37
2018
Q4 		– Sell
-12,029
Closed -$1.01M – 274
2018
Q3 		$1.01M Buy
+12,029
New +$1.04M 0.07% 188
2017
Q1 		– Sell
-5,900
Closed -$659K – 365
2016
Q4 		$659K Sell
5,900
-67,385
-92% -$6.88M 0.04% 243
2016
Q3 		$7.03M Buy
+73,285
New +$6.95M 0.4% 72
2016
Q1 		– Sell
-31,900
Closed -$2.45M – 333
2015
Q4 		$2.45M Buy
+31,900
New +$2.42M 0.25% 119
2015
Q3 		– Sell
-222,904
Closed -$19.7M – 270
2015
Q2 		$19.7M Buy
+222,904
New +$20M 1.19% 12

Other funds holding JACK

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.66T 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

J. Goldman & Co's JACK Position: Q2 2025 in Review

J. Goldman & Co sold out of Jack in the Box (JACK) in Q2 2025, closing a stake of 46,134 shares — an estimated $1.25M sold.

J. Goldman & Co first reported a position in JACK in Q2 2015 and held it in 16 quarters. The position peaked at $19.7M in Q2 2015. 184 funds tracked by Wall St. Rank hold JACK as of Q2 2025.

  • J. Goldman & Co reported no remaining Jack in the Box position as of Q2 2025 after selling out during the quarter.
  • J. Goldman & Co sold 46,134 Jack in the Box shares in Q2 2025, an estimated $1.25M.
  • J. Goldman & Co first reported a position in Jack in the Box in Q2 2015 and held it in 16 quarters.
  • J. Goldman & Co's Jack in the Box position peaked at $19.7M in Q2 2015.
  • 184 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2025.

Based on J. Goldman & Co's 13F filing for Q2 2025, filed 14 Aug 2025.