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 Q1	–	Sell	-320,000	Closed	-$13.3M	–	550
2024 Q4	$13.3M	Buy	+320,000	New	+$14.8M	0.35%	87
2020 Q2	–	Sell	-55,500	Closed	-$1.95M	–	305
2020 Q1	$1.95M	Buy	+55,500	New	+$3.78M	0.23%	107
2016 Q4	–	Sell	-18,000	Closed	-$1.73M	–	338
2016 Q3	$1.73M	Buy	+18,000	New	+$1.71M	0.1%	192
2015 Q3	–	Sell	-21,000	Closed	-$1.85M	–	269
2015 Q2	$1.85M	Buy	+21,000	New	+$1.89M	0.11%	167

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

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.