LPL Financial’s Jack in the Box JACK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | 2070 |
|
|
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
CCM
BCC
ICM
IIA
NCM
LPL Financial's JACK Position: Q3 2025 in Review
LPL Financial sold out of Jack in the Box (JACK) in Q3 2025, closing a stake of 11,373 shares — an estimated $199K sold.
LPL Financial first reported a position in JACK in Q1 2015 and held it in 34 quarters. The position peaked at $688K in Q4 2023. 162 funds tracked by Wall St. Rank hold JACK as of Q3 2025.
- LPL Financial reported no remaining Jack in the Box position as of Q3 2025 after selling out during the quarter.
- LPL Financial sold 11,373 Jack in the Box shares in Q3 2025, an estimated $199K.
- LPL Financial first reported a position in Jack in the Box in Q1 2015 and held it in 34 quarters.
- LPL Financial's Jack in the Box position peaked at $688K in Q4 2023.
- 162 funds tracked by Wall St. Rank held Jack in the Box as of Q3 2025.
Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.