JIM
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JCP Investment Management’s Jack in the Box JACK Stock Holding History

JCP Investment Management’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
2024
Q1 		– Sell
-202,482
Closed -$16.5M – 12
2023
Q4 		$16.5M Buy
202,482
+4,200
+2% +$297K 19.48% 2
2023
Q3 		$13.7M Buy
198,282
+32,500
+20% +$2.77M 14.45% 2
2023
Q2 		$16.2M Buy
165,782
+21,500
+15% +$1.96M 13.48% 2
2023
Q1 		$12.6M Buy
+144,282
New +$11.4M 8.91% 3

Other funds holding JACK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JCP Investment Management's JACK Position: Q1 2024 in Review

JCP Investment Management sold out of Jack in the Box (JACK) in Q1 2024, closing a stake of 202,482 shares — an estimated $16.5M sold.

JCP Investment Management first reported a position in JACK in Q1 2023 and held it in 4 quarters. The position peaked at $16.5M in Q4 2023. 219 funds tracked by Wall St. Rank hold JACK as of Q1 2024.

  • JCP Investment Management reported no remaining Jack in the Box position as of Q1 2024 after selling out during the quarter.
  • JCP Investment Management sold 202,482 Jack in the Box shares in Q1 2024, an estimated $16.5M.
  • JCP Investment Management first reported a position in Jack in the Box in Q1 2023 and held it in 4 quarters.
  • JCP Investment Management's Jack in the Box position peaked at $16.5M in Q4 2023.
  • 219 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2024.

Based on JCP Investment Management's 13F filing for Q1 2024, filed 7 May 2024.