JNBA Financial Advisors’s Jack in the Box JACK Stock Holding History

JNBA Financial Advisors’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
2026 Q2	$6.32K	Hold	400	–	–	﹤0.01%	576
2026 Q1	$3.87K	Hold	400	–	–	﹤0.01%	641
2025 Q4	$7.58K	Hold	400	–	–	﹤0.01%	520
2025 Q3	$7.91K	Hold	400	–	–	﹤0.01%	506
2025 Q2	$6.98K	Hold	400	–	–	﹤0.01%	502
2025 Q1	$10.9K	Hold	400	–	–	﹤0.01%	448
2024 Q4	$16.7K	Hold	400	–	–	﹤0.01%	405
2024 Q3	$18.6K	Hold	400	–	–	﹤0.01%	401
2024 Q2	$20.4K	Hold	400	–	–	﹤0.01%	381
2024 Q1	$27.4K	Hold	400	–	–	﹤0.01%	355
2023 Q4	$32.7K	Hold	400	–	–	﹤0.01%	334
2023 Q3	$27.6K	Hold	400	–	–	﹤0.01%	345
2023 Q2	$39K	Hold	400	–	–	﹤0.01%	316
2023 Q1	$35K	Hold	400	–	–	﹤0.01%	320
2022 Q4	$27.3K	Hold	400	–	–	﹤0.01%	340
2022 Q3	$30K	Hold	400	–	–	﹤0.01%	328
2022 Q2	$22K	Hold	400	–	–	﹤0.01%	380
2022 Q1	$37K	Hold	400	–	–	﹤0.01%	323
2021 Q4	$35K	Hold	400	–	–	﹤0.01%	343
2021 Q3	$39K	Hold	400	–	–	0.01%	325
2021 Q2	$45K	Hold	400	–	–	0.01%	298
2021 Q1	$44K	Hold	400	–	–	0.01%	296
2020 Q4	$37K	Hold	400	–	–	0.01%	290
2020 Q3	$32K	Hold	400	–	–	0.01%	290
2020 Q2	$30K	Hold	400	–	–	0.01%	286
2020 Q1	$14K	Hold	400	–	–	﹤0.01%	351
2019 Q4	$31K	Hold	400	–	–	0.01%	296
2019 Q3	$36K	Hold	400	–	–	0.01%	267
2019 Q2	$33K	Hold	400	–	–	0.01%	283
2019 Q1	$32K	Hold	400	–	–	0.01%	277
2018 Q4	$31K	Buy	+400	New	+$32.5K	0.01%	257
2018 Q3	–	Sell	-400	Closed	-$34K	–	601
2018 Q2	$34K	Hold	400	–	–	0.01%	267
2018 Q1	$34K	Hold	400	–	–	0.01%	262
2017 Q4	$39K	Hold	400	–	–	0.01%	245
2017 Q3	$41K	Hold	400	–	–	0.01%	229
2017 Q2	$39K	Hold	400	–	–	0.01%	226
2017 Q1	$41K	Hold	400	–	–	0.01%	218
2016 Q4	$45K	Buy	400 +338	+545%	+$34.5K	0.01%	215
2016 Q3	$6K	Sell	62 -338	-85%	-$32.1K	﹤0.01%	1177
2016 Q2	$34K	Hold	400	–	–	0.01%	241
2016 Q1	$26K	Hold	400	–	–	0.01%	258
2015 Q4	$31K	Hold	400	–	–	0.01%	233
2015 Q3	$31K	Hold	400	–	–	0.01%	229
2015 Q2	$35K	Hold	400	–	–	0.01%	215
2015 Q1	$38K	Hold	400	–	–	0.01%	215
2014 Q4	$32K	Buy	+400	New	+$29.1K	0.01%	233

Other funds holding JACK

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

JNBA Financial Advisors's JACK Position: Q2 2026 in Review

JNBA Financial Advisors held its Jack in the Box (JACK) position steady in Q2 2026 at 400 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

JNBA Financial Advisors first reported a position in JACK in Q4 2014 and has held it in 46 quarters since. The position peaked at $45K in Q2 2021. 17 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

JNBA Financial Advisors held 400 shares of Jack in the Box worth $6.32K as of Q2 2026.
JNBA Financial Advisors left its Jack in the Box share count unchanged in Q2 2026.
Jack in the Box made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #576 holding.
JNBA Financial Advisors first reported a position in Jack in the Box in Q4 2014 and has held it in 46 quarters since.
JNBA Financial Advisors's Jack in the Box position peaked at $45K in Q2 2021.
17 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.