Rothschild Investment LLC’s Jack in the Box JACK Stock Holding History

Rothschild Investment LLC’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	$458	Sell	29 -72	-71%	-$888	﹤0.01%	3282
2026 Q1	$977	Sell	101 -45	-31%	-$796	﹤0.01%	2879
2025 Q4	$2.77K	Buy	146 +41	+39%	+$741	﹤0.01%	2202
2025 Q3	$2.08K	Buy	105 +80	+320%	+$1.59K	﹤0.01%	2208
2025 Q2	$437	Sell	25 -5	-17%	-$112	﹤0.01%	2788
2025 Q1	$816	Buy	30 +10	+50%	+$368	﹤0.01%	2443
2024 Q4	$833	Buy	20 +15	+300%	+$692	﹤0.01%	2318
2024 Q3	$233	Sell	5 -10	-67%	-$502	﹤0.01%	2682
2024 Q2	$764	Buy	+15	New	+$842	﹤0.01%	1805

Other funds holding JACK

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Rothschild Investment LLC's JACK Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Jack in the Box (JACK) stake by 71% in Q2 2026, selling an estimated $888 and leaving 29 shares worth $458. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

Rothschild Investment LLC first reported a position in JACK in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.77K in Q4 2025. 38 funds tracked by Wall St. Rank hold JACK as of Q2 2026.

Rothschild Investment LLC held 29 shares of Jack in the Box worth $458 as of Q2 2026.
Rothschild Investment LLC sold 72 Jack in the Box shares in Q2 2026, an estimated $888.
Jack in the Box made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3282 holding.
Rothschild Investment LLC first reported a position in Jack in the Box in Q2 2024 and has held it in 9 quarters since.
Rothschild Investment LLC's Jack in the Box position peaked at $2.77K in Q4 2025.
38 funds tracked by Wall St. Rank held Jack in the Box as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.