UMB Bank’s Jack in the Box JACK Stock Holding History

UMB Bank’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 Q4	–	Sell	-58	Closed	-$1.15K	–	2307
2025 Q3	$1.15K	Buy	58 +54	+1,350%	+$1.07K	﹤0.01%	2089
2025 Q2	$70	Sell	4 -119	-97%	-$2.68K	﹤0.01%	2120
2025 Q1	$3.34K	Buy	123 +95	+339%	+$3.5K	﹤0.01%	1863
2024 Q4	$1.17K	Buy	28 +5	+22%	+$231	﹤0.01%	1995
2024 Q3	$1.07K	Sell	23 -9	-28%	-$452	﹤0.01%	2057
2024 Q2	$1.63K	Buy	32 +24	+300%	+$1.35K	﹤0.01%	1849
2024 Q1	$548	Buy	+8	New	+$602	﹤0.01%	1958
2022 Q3	–	Sell	-159	Closed	-$9K	–	1873
2022 Q2	$9K	Sell	159 -9	-5%	-$683	﹤0.01%	1427
2022 Q1	$16K	Sell	168 -94	-36%	-$8.32K	﹤0.01%	1328
2021 Q4	$23K	Buy	+262	New	+$24.3K	﹤0.01%	1232

Other funds holding JACK

Callodine Capital Management Boston, Massachusetts $1.42B AUM 8.74% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return