Janney Montgomery Scott
JACK icon

Janney Montgomery Scott’s Jack in the Box JACK Stock Holding History

Janney Montgomery Scott’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
-7,496
Closed -$204K – 2766
2025
Q1 		$204K Sell
7,496
-6,377
-46% -$235K ﹤0.01% 2526
2024
Q4 		$578K Buy
13,873
+4,838
+54% +$223K ﹤0.01% 1907
2024
Q3 		$420K Buy
9,035
+340
+4% +$17.1K ﹤0.01% 2085
2024
Q2 		$443K Buy
+8,695
New +$488K ﹤0.01% 1981
2024
Q1 		– Sell
-5,144
Closed -$420K – 2776
2023
Q4 		$420K Buy
5,144
+721
+16% +$51K ﹤0.01% 2025
2023
Q3 		$305K Buy
4,423
+12
+0.3% +$1.02K ﹤0.01% 2124
2023
Q2 		$430K Buy
+4,411
New +$401K ﹤0.01% 1988
2018
Q1 		– Sell
-2,150
Closed -$211K – 1968
2017
Q4 		$211K Hold
2,150
– – ﹤0.01% 1772
2017
Q3 		$219K Sell
2,150
-627
-23% -$60K ﹤0.01% 1665
2017
Q2 		$274K Buy
2,777
+151
+6% +$15.6K ﹤0.01% 1476
2017
Q1 		$267K Buy
2,626
+67
+3% +$6.94K ﹤0.01% 1463
2016
Q4 		$286K Sell
2,559
-227
-8% -$23.2K ﹤0.01% 1366
2016
Q3 		$267K Buy
+2,786
New +$264K ﹤0.01% 1244
2015
Q2 		– Sell
-3,148
Closed -$302K – 2095
2015
Q1 		$302K Buy
+3,148
New +$285K 0.01% 1754

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

Janney Montgomery Scott's JACK Position: Q2 2025 in Review

Janney Montgomery Scott sold out of Jack in the Box (JACK) in Q2 2025, closing a stake of 7,496 shares — an estimated $204K sold.

Janney Montgomery Scott first reported a position in JACK in Q1 2015 and held it in 14 quarters. The position peaked at $578K in Q4 2024. 184 funds tracked by Wall St. Rank hold JACK as of Q2 2025.

  • Janney Montgomery Scott reported no remaining Jack in the Box position as of Q2 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 7,496 Jack in the Box shares in Q2 2025, an estimated $204K.
  • Janney Montgomery Scott first reported a position in Jack in the Box in Q1 2015 and held it in 14 quarters.
  • Janney Montgomery Scott's Jack in the Box position peaked at $578K in Q4 2024.
  • 184 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2025.

Based on Janney Montgomery Scott's 13F filing for Q2 2025, filed 17 Jul 2025.