Lindbrook Capital’s Jack in the Box JACK Stock Holding History

Lindbrook Capital’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 Q1	$12.3K	Buy	454 +415	+1,064%	+$15.3K	﹤0.01%	1568
2024 Q4	$1.62K	Sell	39 -74	-65%	-$3.41K	﹤0.01%	2367
2024 Q3	$5.26K	Sell	113 -165	-59%	-$8.29K	﹤0.01%	1992
2024 Q2	$14.2K	Buy	278 +256	+1,164%	+$14.4K	﹤0.01%	1434
2024 Q1	$1.51K	Buy	22 +9	+69%	+$677	﹤0.01%	2334
2023 Q4	$1.06K	Buy	13 +4	+44%	+$283	﹤0.01%	2454
2023 Q3	$622	Buy	9 +4	+80%	+$340	﹤0.01%	2487
2023 Q2	$488	Hold	5	–	–	﹤0.01%	2519
2023 Q1	$438	Buy	+5	New	+$395	﹤0.01%	2632
2022 Q4	–	Sell	-26	Closed	-$2K	–	2916
2022 Q3	$2K	Buy	26 +12	+86%	+$910	﹤0.01%	2079
2022 Q2	$1K	Buy	+14	New	+$1.06K	﹤0.01%	2273

Other funds holding JACK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

Lindbrook Capital's JACK Position: Q1 2025 in Review

Lindbrook Capital increased its Jack in the Box (JACK) stake by 1,064% in Q1 2025, buying an estimated $15.3K and bringing the position to 454 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Lindbrook Capital first reported a position in JACK in Q2 2022 and has held it in 11 quarters since. The position peaked at $14.2K in Q2 2024. 200 funds tracked by Wall St. Rank hold JACK as of Q1 2025.

Lindbrook Capital held 454 shares of Jack in the Box worth $12.3K as of Q1 2025.
Lindbrook Capital bought 415 Jack in the Box shares in Q1 2025, an estimated $15.3K.
Jack in the Box made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1568 holding.
Lindbrook Capital first reported a position in Jack in the Box in Q2 2022 and has held it in 11 quarters since.
Lindbrook Capital's Jack in the Box position peaked at $14.2K in Q2 2024.
200 funds tracked by Wall St. Rank held Jack in the Box as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.