Jeppson Wealth Management’s Jack in the Box JACK Stock Holding History

Jeppson Wealth 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
2020 Q4	–	Sell	-49	Closed	-$4K	–	288
2020 Q3	$4K	Buy	+49	New	+$3.94K	﹤0.01%	456

Other funds holding JACK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jeppson Wealth Management's JACK Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Jack in the Box (JACK) in Q4 2020, closing a stake of 49 shares — an estimated $4K sold.

Jeppson Wealth Management first reported a position in JACK in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 243 funds tracked by Wall St. Rank hold JACK as of Q4 2020.

Jeppson Wealth Management reported no remaining Jack in the Box position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 49 Jack in the Box shares in Q4 2020, an estimated $4K.
Jeppson Wealth Management first reported a position in Jack in the Box in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Jack in the Box position peaked at $4K in Q3 2020.
243 funds tracked by Wall St. Rank held Jack in the Box as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.