MPWT
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MassMutual Private Wealth & Trust’s Jack in the Box JACK Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-96
Closed -$928 – 2451
2026
Q1 		$928 Sell
96
-123
-56% -$2.17K ﹤0.01% 2154
2025
Q4 		$4.15K Sell
219
-885
-80% -$16K ﹤0.01% 1755
2025
Q3 		$21.8K Buy
1,104
+368
+50% +$7.31K ﹤0.01% 1082
2025
Q2 		$12.9K Buy
736
+526
+250% +$11.8K ﹤0.01% 1260
2025
Q1 		$5.71K Buy
210
+99
+89% +$3.64K ﹤0.01% 1542
2024
Q4 		$4.62K Sell
111
-262
-70% -$12.1K ﹤0.01% 1559
2024
Q3 		$17.4K Sell
373
-37
-9% -$1.86K ﹤0.01% 944
2024
Q2 		$20.9K Buy
410
+358
+688% +$20.1K ﹤0.01% 852
2024
Q1 		$3.56K Sell
52
-18
-26% -$1.35K ﹤0.01% 1367
2023
Q4 		$5.71K Buy
70
+21
+43% +$1.49K ﹤0.01% 1202
2023
Q3 		$3.38K Buy
49
+18
+58% +$1.53K ﹤0.01% 1364
2023
Q2 		$3.02K Hold
31
– – ﹤0.01% 1355
2023
Q1 		$2.71K Hold
31
– – ﹤0.01% 1325
2022
Q4 		$2K Buy
31
+1
+3% +$77 ﹤0.01% 1269
2022
Q3 		$2K Buy
30
+12
+67% +$910 ﹤0.01% 1224
2022
Q2 		$1K Buy
+18
New +$1.37K ﹤0.01% 1334

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

MassMutual Private Wealth & Trust's JACK Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Jack in the Box (JACK) in Q2 2026, closing a stake of 96 shares — an estimated $928 sold.

MassMutual Private Wealth & Trust first reported a position in JACK in Q2 2022 and held it in 16 quarters. The position peaked at $21.8K in Q3 2025. 134 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Jack in the Box position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 96 Jack in the Box shares in Q2 2026, an estimated $928.
  • MassMutual Private Wealth & Trust first reported a position in Jack in the Box in Q2 2022 and held it in 16 quarters.
  • MassMutual Private Wealth & Trust's Jack in the Box position peaked at $21.8K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.