Jones Financial Companies
JACK icon

Jones Financial Companies’s Jack in the Box JACK Stock Holding History

Jones Financial Companies’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 		$10.1K Buy
734
+590
+410% +$7.27K ﹤0.01% 3779
2026
Q1 		$1.4K Sell
144
-35
-20% -$619 ﹤0.01% 4256
2025
Q4 		$3.39K Sell
179
-244
-58% -$4.41K ﹤0.01% 3658
2025
Q3 		$8.56K Buy
423
+49
+13% +$973 ﹤0.01% 3142
2025
Q2 		$6.29K Buy
374
+190
+103% +$4.27K ﹤0.01% 3059
2025
Q1 		$5.05K Buy
184
+90
+96% +$3.31K ﹤0.01% 2955
2024
Q4 		$3.91K Buy
94
+50
+114% +$2.31K ﹤0.01% 2827
2024
Q3 		$2K Buy
+44
New +$2.21K ﹤0.01% 2676

Other funds holding JACK

NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
BCC
Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Jones Financial Companies's JACK Position: Q2 2026 in Review

Jones Financial Companies increased its Jack in the Box (JACK) stake by 410% in Q2 2026, buying an estimated $7.27K and bringing the position to 734 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3779.

Jones Financial Companies first reported a position in JACK in Q3 2024 and has held it in 8 quarters since. 134 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • Jones Financial Companies held 734 shares of Jack in the Box worth $10.1K as of Q2 2026.
  • Jones Financial Companies bought 590 Jack in the Box shares in Q2 2026, an estimated $7.27K.
  • Jack in the Box made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3779 holding.
  • Jones Financial Companies first reported a position in Jack in the Box in Q3 2024 and has held it in 8 quarters since.
  • 134 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.