LPL Financial
JACK icon

LPL Financial’s Jack in the Box JACK Stock Holding History

LPL Financial’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
Q3 		$157K Buy
+11,912
New +$186K ﹤0.01% 5907
2025
Q3 		– Sell
-11,373
Closed -$199K – 5897
2025
Q2 		$199K Buy
11,373
+422
+4% +$9.49K ﹤0.01% 5091
2025
Q1 		$298K Buy
10,951
+309
+3% +$11.4K ﹤0.01% 4578
2024
Q4 		$443K Buy
10,642
+1,418
+15% +$65.4K ﹤0.01% 4201
2024
Q3 		$429K Buy
9,224
+1,770
+24% +$88.9K ﹤0.01% 4129
2024
Q2 		$380K Sell
7,454
-272
-4% -$15.3K ﹤0.01% 4087
2024
Q1 		$529K Sell
7,726
-699
-8% -$52.6K ﹤0.01% 3736
2023
Q4 		$688K Buy
8,425
+3,156
+60% +$223K ﹤0.01% 3390
2023
Q3 		$364K Buy
5,269
+1,464
+38% +$125K ﹤0.01% 3748
2023
Q2 		$371K Buy
3,805
+852
+29% +$77.5K ﹤0.01% 3686
2023
Q1 		$259K Sell
2,953
-554
-16% -$43.8K ﹤0.01% 3857
2022
Q4 		$239K Buy
3,507
+254
+8% +$19.5K ﹤0.01% 3844
2022
Q3 		$241K Buy
+3,253
New +$247K ﹤0.01% 3773
2021
Q3 		– Sell
-2,208
Closed -$246K – 4378
2021
Q2 		$246K Sell
2,208
-332
-13% -$38.8K ﹤0.01% 3754
2021
Q1 		$279K Buy
2,540
+67
+3% +$6.82K ﹤0.01% 3528
2020
Q4 		$229K Buy
+2,473
New +$216K ﹤0.01% 3422
2019
Q4 		– Sell
-2,825
Closed -$257K – 3373
2019
Q3 		$257K Buy
2,825
+251
+10% +$20.9K ﹤0.01% 2803
2019
Q2 		$210K Sell
2,574
-83
-3% -$6.71K ﹤0.01% 2994
2019
Q1 		$215K Sell
2,657
-103
-4% -$8.24K ﹤0.01% 2890
2018
Q4 		$214K Buy
2,760
+53
+2% +$4.31K ﹤0.01% 2763
2018
Q3 		$227K Buy
2,707
+267
+11% +$23.1K ﹤0.01% 2895
2018
Q2 		$208K Sell
2,440
-1
-0% -$86 ﹤0.01% 2954
2018
Q1 		$208K Buy
2,441
+104
+4% +$9.31K ﹤0.01% 2932
2017
Q4 		$229K Sell
2,337
-1,304
-36% -$133K ﹤0.01% 2711
2017
Q3 		$371K Sell
3,641
-574
-14% -$54.9K ﹤0.01% 2182
2017
Q2 		$415K Buy
4,215
+657
+18% +$67.8K ﹤0.01% 2019
2017
Q1 		$363K Sell
3,558
-1,389
-28% -$144K ﹤0.01% 2071
2016
Q4 		$536K Sell
4,947
-582
-11% -$59.4K ﹤0.01% 1702
2016
Q3 		$524K Buy
5,529
+216
+4% +$20.5K 0.01% 1673
2016
Q2 		$459K Sell
5,313
-1,127
-18% -$85.1K ﹤0.01% 1752
2016
Q1 		$405K Sell
6,440
-344
-5% -$24.2K ﹤0.01% 2305
2015
Q4 		$504K Buy
6,784
+2,753
+68% +$209K ﹤0.01% 2181
2015
Q3 		$315K Buy
4,031
+156
+4% +$13.3K ﹤0.01% 2157
2015
Q2 		$341K Sell
3,875
-1,124
-22% -$101K ﹤0.01% 2202
2015
Q1 		$476K Buy
+4,999
New +$453K ﹤0.01% 1881

Other funds holding JACK

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $704M AUM 30.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

LPL Financial's JACK Position: Q3 2026 in Review

LPL Financial opened a new position in Jack in the Box (JACK) in Q3 2026: 11,912 shares worth $157K. The stake represents ﹤0.01% of the portfolio and ranks #5907 among its holdings. This is a return to the name: LPL Financial previously reported a position in JACK as recently as Q2 2025.

LPL Financial first reported a position in JACK in Q1 2015 and has held it in 35 quarters since. The position peaked at $688K in Q4 2023. 43 funds tracked by Wall St. Rank hold JACK as of Q3 2026.

  • LPL Financial held 11,912 shares of Jack in the Box worth $157K as of Q3 2026.
  • Jack in the Box was a new LPL Financial position in Q3 2026.
  • Jack in the Box made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5907 holding.
  • LPL Financial first reported a position in Jack in the Box in Q1 2015 and has held it in 35 quarters since.
  • LPL Financial's Jack in the Box position peaked at $688K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.