JACK — JACK IN THE BOX INC
Reported value held$233.87M
Funds holding (latest)46
SectorConsumer Discretionary
Funds holding (Q2 2026)26
Institutional value$109.29M · 6.93M sh
New / Add / Cut / Exit3 / 15 / 8 / 2
Top-5 / Top-10 concentration59.3% / 85.3%
Institutional holdings change
Accumulating +19.0%
(+1.11M sh)
Institutional value change
Up +95.5%
As of Q2 2026, 26 SEC-registered investment managers reported holding JACK (JACK IN THE BOX INC) in their latest 13F filings, with a combined reported value of $109.29M across 6.93M shares. That is +19.0% by share count (+1.11M shares) versus the previous quarter, while reported value moved +95.5%. Ownership is concentrated: the five largest holders account for 59.3% of reported value and the top ten for 85.3%.
Compared with the prior quarter, 3 opened new positions, 15 added to existing stakes, 8 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
JACK is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.34M | $21.22M | 0.00% | Add |
| Bank of America Corp history | 1.16M | $18.41M | 0.00% | Add |
| Charles Schwab Investment Management history | 632.37K | $10.00M | 0.00% | Reduce |
| Geode Capital Management history | 486.94K | $7.70M | 0.00% | Add |
| Goldman Sachs Group history | 471.82K | $7.46M | 0.00% | Add |
| UBS Group AG history | 443.75K | $7.02M | 0.00% | Add |
| Two Sigma Investments history | 410.59K | $6.49M | 0.01% | Add |
| JPMorgan Chase & Co history | 366.06K | $6.08M | 0.00% | New |
| D. E. Shaw & Co history | 361.48K | $5.71M | 0.00% | Add |
| Wells Fargo & Co history | 199.82K | $3.16M | 0.00% | Add |
| Citadel Advisors history | 197.97K | $3.13M | 0.00% | Reduce |
| Northern Trust Corp history | 154.28K | $2.44M | 0.00% | Add |
| Invesco Ltd history | 138.75K | $2.19M | 0.00% | Reduce |
| AQR Capital Management history | 135.06K | $2.14M | 0.00% | Reduce |
| Morgan Stanley history | 115.52K | $1.83M | 0.00% | Reduce |
| BNY Mellon history | 108.07K | $1.71M | 0.00% | Add |
| Citigroup Inc history | 44.24K | $699.40K | 0.00% | Add |
| Point72 Asset Management history | 35.59K | $562.69K | 0.00% | New |
| Millennium Management history | 29.45K | $465.60K | 0.00% | Reduce |
| CPP Investments history | 17.70K | $279.84K | 0.00% | New |
| Deutsche Bank AG history | 17.66K | $279.16K | 0.00% | Add |
| Marshall Wace history | 15.69K | $248.07K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.99K | $31.38K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.87K | $29.52K | 0.00% | Add |
| PNC Financial Services history | 675 | $10.66K | 0.00% | Add |
| T. Rowe Price Associates history | 39.38K | $623 | 0.00% | Add |
Q1 2026 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.28M | $12.39M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 696.08K | $6.73M | 0.00% | Add |
| Bank of America Corp history | 622.78K | $6.02M | 0.00% | Add |
| Marshall Wace history | 525.79K | $5.08M | 0.01% | Add |
| Geode Capital Management history | 420.75K | $4.07M | 0.00% | Reduce |
| Millennium Management history | 288.30K | $2.79M | 0.00% | New |
| Citadel Advisors history | 281.26K | $2.72M | 0.00% | Add |
| Morgan Stanley history | 235.95K | $2.28M | 0.00% | Reduce |
| AQR Capital Management history | 184.34K | $1.68M | 0.00% | Add |
| Janus Henderson Group history | 169.28K | $1.64M | 0.00% | Reduce |
| D. E. Shaw & Co history | 167.70K | $1.62M | 0.00% | Reduce |
| Invesco Ltd history | 154.97K | $1.50M | 0.00% | Add |
| Northern Trust Corp history | 149.92K | $1.45M | 0.00% | Add |
| Balyasny Asset Management history | 141.00K | $1.36M | 0.00% | New |
| Wells Fargo & Co history | 113.70K | $1.10M | 0.00% | Hold |
| BNY Mellon history | 101.41K | $980.65K | 0.00% | Reduce |
| Goldman Sachs Group history | 98.29K | $950.48K | 0.00% | Reduce |
| UBS Group AG history | 78.59K | $760.00K | 0.00% | Reduce |
| Two Sigma Investments history | 57.40K | $555.04K | 0.00% | Reduce |
| Deutsche Bank AG history | 14.34K | $138.67K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.17K | $50.03K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.48K | $14.28K | 0.00% | Reduce |
| Citigroup Inc history | 1.36K | $13.18K | 0.00% | Reduce |
| PNC Financial Services history | 383 | $3.70K | 0.00% | Reduce |
| T. Rowe Price Associates history | 34.16K | $331 | 0.00% | Reduce |
Q4 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.42M | $26.89M | 0.00% | Reduce |
| Vanguard Group history | 1.12M | $21.18M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 639.06K | $12.11M | 0.00% | Add |
| Bank of America Corp history | 513.91K | $9.74M | 0.00% | Reduce |
| Goldman Sachs Group history | 501.40K | $9.50M | 0.00% | Hold |
| Geode Capital Management history | 441.86K | $8.38M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 396.67K | $7.52M | 0.00% | Add |
| Morgan Stanley history | 385.37K | $7.30M | 0.00% | Reduce |
| D. E. Shaw & Co history | 295.37K | $5.60M | 0.00% | Reduce |
| Janus Henderson Group history | 295.04K | $5.59M | 0.00% | New |
| UBS Group AG history | 267.27K | $5.06M | 0.00% | Reduce |
| Arrowstreet Capital history | 246.77K | $4.68M | 0.00% | Add |
| Two Sigma Investments history | 230.59K | $4.37M | 0.01% | Reduce |
| Citadel Advisors history | 157.00K | $2.98M | 0.00% | Reduce |
| Northern Trust Corp history | 147.48K | $2.79M | 0.00% | Reduce |
| Invesco Ltd history | 144.50K | $2.74M | 0.00% | Add |
| AQR Capital Management history | 118.76K | $2.25M | 0.00% | Add |
| Renaissance Technologies history | 115.40K | $2.19M | 0.00% | New |
| Wells Fargo & Co history | 114.09K | $2.16M | 0.00% | Reduce |
| BNY Mellon history | 108.23K | $2.05M | 0.00% | Add |
| Principal Global Investors history | 82.21K | $1.56M | 0.00% | Add |
| Point72 Asset Management history | 59.80K | $1.13M | 0.00% | New |
| Marshall Wace history | 34.34K | $650.72K | 0.00% | Reduce |
| CPP Investments history | 18.00K | $341.10K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 17.35K | $328.82K | 0.00% | Reduce |
| Deutsche Bank AG history | 13.36K | $253.13K | 0.00% | Reduce |
| Citigroup Inc history | 7.19K | $136.33K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.72K | $32.67K | 0.00% | Reduce |
| PNC Financial Services history | 623 | $11.81K | 0.00% | Reduce |
| T. Rowe Price Associates history | 36.83K | $698 | 0.00% | Add |
Q3 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.46M | $28.88M | 0.00% | Reduce |
| Vanguard Group history | 1.13M | $22.41M | 0.00% | Reduce |
| Citadel Advisors history | 800.14K | $15.82M | 0.00% | Add |
| Marshall Wace history | 744.14K | $14.71M | 0.01% | Add |
| Bank of America Corp history | 569.44K | $11.26M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 541.73K | $10.71M | 0.00% | Add |
| Morgan Stanley history | 511.63K | $10.11M | 0.00% | Reduce |
| UBS Group AG history | 510.44K | $10.09M | 0.00% | Reduce |
| Goldman Sachs Group history | 502.42K | $9.93M | 0.00% | Add |
| Geode Capital Management history | 455.68K | $9.01M | 0.00% | Add |
| D. E. Shaw & Co history | 426.11K | $8.42M | 0.01% | Add |
| JPMorgan Chase & Co history | 389.33K | $7.70M | 0.00% | Add |
| Two Sigma Investments history | 236.61K | $4.68M | 0.01% | Add |
| Northern Trust Corp history | 167.19K | $3.31M | 0.00% | Reduce |
| Millennium Management history | 152.14K | $3.01M | 0.00% | Add |
| Wells Fargo & Co history | 122.71K | $2.43M | 0.00% | Reduce |
| Invesco Ltd history | 106.09K | $2.10M | 0.00% | Reduce |
| BNY Mellon history | 79.05K | $1.56M | 0.00% | Reduce |
| Arrowstreet Capital history | 66.36K | $1.31M | 0.00% | New |
| Principal Global Investors history | 55.29K | $1.09M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 24.12K | $476.95K | 0.00% | Add |
| AQR Capital Management history | 23.64K | $451.98K | 0.00% | Reduce |
| Citigroup Inc history | 16.32K | $322.57K | 0.00% | Reduce |
| Deutsche Bank AG history | 14.57K | $288.13K | 0.00% | Add |
| CPP Investments history | 6.90K | $136.41K | 0.00% | Add |
| Legal & General Investment Management America history | 1.98K | $39.10K | 0.00% | Reduce |
| PNC Financial Services history | 670 | $13.24K | 0.00% | Reduce |
| T. Rowe Price Associates history | 22.99K | $455 | 0.00% | Add |
Q2 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.86M | $50.01M | 0.00% | Reduce |
| Capital World Investors history | 1.61M | $28.05M | 0.00% | Hold |
| Vanguard Group history | 1.60M | $27.99M | 0.00% | Reduce |
| Morgan Stanley history | 929.26K | $16.22M | 0.00% | Add |
| UBS Group AG history | 738.70K | $12.90M | 0.00% | Reduce |
| Bank of America Corp history | 723.74K | $12.64M | 0.00% | Reduce |
| Citadel Advisors history | 605.80K | $10.58M | 0.00% | Add |
| Charles Schwab Investment Management history | 465.26K | $8.12M | 0.00% | Add |
| Geode Capital Management history | 446.96K | $7.81M | 0.00% | Reduce |
| Goldman Sachs Group history | 427.66K | $7.47M | 0.00% | Add |
| JPMorgan Chase & Co history | 267.57K | $4.67M | 0.00% | Add |
| Marshall Wace history | 254.07K | $4.44M | 0.01% | New |
| Northern Trust Corp history | 196.60K | $3.43M | 0.00% | Reduce |
| Invesco Ltd history | 173.83K | $3.04M | 0.00% | Add |
| BNY Mellon history | 160.40K | $2.80M | 0.00% | Add |
| Principal Global Investors history | 130.35K | $2.28M | 0.00% | Add |
| Wells Fargo & Co history | 126.36K | $2.21M | 0.00% | Reduce |
| D. E. Shaw & Co history | 116.10K | $2.03M | 0.00% | Add |
| Two Sigma Investments history | 82.60K | $1.44M | 0.00% | Add |
| PSP Investments history | 64.24K | $1.12M | 0.01% | Add |
| Legal & General Investment Management America history | 51.32K | $896.07K | 0.00% | Reduce |
| Prudential Financial history | 20.25K | $872.36K | 0.00% | Add |
| AQR Capital Management history | 33.76K | $571.27K | 0.00% | New |
| Citigroup Inc history | 27.67K | $483.10K | 0.00% | Reduce |
| Millennium Management history | 23.96K | $418.27K | 0.00% | New |
| Deutsche Bank AG history | 13.53K | $236.23K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 11.41K | $199.17K | 0.00% | Add |
| Janus Henderson Group history | 10.09K | $176.13K | 0.00% | Hold |
| CPP Investments history | 4.80K | $83.81K | 0.00% | Add |
| PNC Financial Services history | 2.70K | $47.16K | 0.00% | Add |
| T. Rowe Price Associates history | 22.10K | $386 | 0.00% | Add |
Q1 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 2.88M | $78.32M | 0.00% | Reduce |
| Vanguard Group history | 2.09M | $56.91M | 0.00% | Reduce |
| Capital World Investors history | 1.61M | $43.68M | 0.01% | Hold |
| Bank of America Corp history | 1.24M | $33.70M | 0.00% | Add |
| UBS Group AG history | 1.11M | $30.23M | 0.01% | Add |
| Citadel Advisors history | 483.47K | $13.15M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 462.15K | $12.57M | 0.00% | Add |
| Geode Capital Management history | 452.88K | $12.32M | 0.00% | Hold |
| Morgan Stanley history | 395.18K | $10.74M | 0.00% | Add |
| Goldman Sachs Group history | 336.13K | $9.14M | 0.00% | Reduce |
| Northern Trust Corp history | 212.07K | $5.77M | 0.00% | Reduce |
| BNY Mellon history | 151.69K | $4.12M | 0.00% | Hold |
| Wells Fargo & Co history | 132.77K | $3.61M | 0.00% | Add |
| Invesco Ltd history | 120.97K | $3.29M | 0.00% | Add |
| Principal Global Investors history | 94.16K | $2.56M | 0.00% | Add |
| Arrowstreet Capital history | 90.35K | $2.46M | 0.00% | Reduce |
| PSP Investments history | 59.82K | $1.63M | 0.01% | Add |
| Legal & General Investment Management America history | 53.33K | $1.45M | 0.00% | Reduce |
| D. E. Shaw & Co history | 48.50K | $1.32M | 0.00% | Add |
| Point72 Asset Management history | 41.93K | $1.14M | 0.00% | New |
| Two Sigma Investments history | 35.26K | $958.77K | 0.00% | Add |
| Citigroup Inc history | 33.98K | $924.02K | 0.00% | Add |
| Prudential Financial history | 19.17K | $855.02K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 16.83K | $457.69K | 0.00% | Add |
| Deutsche Bank AG history | 16.16K | $439.28K | 0.00% | Reduce |
| Janus Henderson Group history | 10.09K | $276.53K | 0.00% | Hold |
| Amundi US history | 8.02K | $206.46K | 0.00% | Reduce |
| CPP Investments history | 3.40K | $92.45K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.17K | $59.08K | 0.00% | Add |
| PNC Financial Services history | 1.80K | $48.84K | 0.00% | Add |
| T. Rowe Price Associates history | 21.76K | $592 | 0.00% | Add |
| Lazard Asset Management history | 75 | $2 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 366.06K sh · $6.08M
- Point72 Asset Management 35.59K sh · $562.69K
- CPP Investments 17.70K sh · $279.84K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 169.28K sh · $1.64M
- Balyasny Asset Management sold 141.00K sh · $1.36M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 1.34M | 1.28M | 1.42M | 1.46M | 2.86M | 2.88M | 3.13M | 3.01M | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 1.16M | 622.78K | 513.91K | 569.44K | 723.74K | 1.24M | 758.01K | 812.48K | 712.56K | 533.13K | 457.03K | 376.52K | 463.67K | 536.92K | 496.53K | 529.62K | 529.85K | 556.96K | 1.01M | 540.43K |
| Charles Schwab Investment Management | 632.37K | 696.08K | 639.06K | 541.73K | 465.26K | 462.15K | 436.36K | 388.51K | 380.47K | 349.12K | 347.30K | 332.24K | 326.46K | 338.71K | 333.36K | 330.88K | 320.07K | 291.77K | 283.65K | 275.75K |
| Geode Capital Management | 486.94K | 420.75K | 441.86K | 455.68K | 446.96K | 452.88K | 451.15K | 454.18K | 453.78K | 441.66K | 439.88K | 424.09K | 412.68K | 410.23K | 399.55K | 385.27K | 383.12K | 385.72K | 384.37K | 371.75K |
| Goldman Sachs Group | 471.82K | 98.29K | 501.40K | 502.42K | 427.66K | 336.13K | 565.59K | 173.12K | 175.17K | 157.44K | 125.21K | 123.06K | 180.62K | 228.13K | 99.09K | 68.41K | 150.38K | 84.17K | 70.86K | 70.71K |
| UBS Group AG | 443.75K | 78.59K | 267.27K | 510.44K | 738.70K | 1.11M | 642.99K | 105.27K | 103.59K | 119.33K | 105.20K | 13.52K | 34.43K | 26.10K | 22.76K | 17.80K | 7.95K | 7.07K | 25.52K | 33.92K |
| Two Sigma Investments | 410.59K | 57.40K | 230.59K | 236.61K | 82.60K | 35.26K | 4.92K | — | — | — | 17.20K | 19.30K | 30.36K | 22.64K | 11.20K | 3.72K | — | 36.69K | 307.30K | 51.27K |
| JPMorgan Chase & Co | 366.06K | — | 396.67K | 389.33K | 267.57K | 16.83K | 15.76K | 16.14K | 51.91K | 94.36K | 90.50K | 88.15K | 90.95K | 79.01K | 69.18K | 67.21K | 96.47K | 123.77K | 156.45K | 101.83K |
| D. E. Shaw & Co | 361.48K | 167.70K | 295.37K | 426.11K | 116.10K | 48.50K | 33.96K | 141.71K | 107.13K | — | — | — | — | — | 20.00K | 20.00K | 32.00K | — | 3.01K | 15.61K |
| Wells Fargo & Co | 199.82K | 113.70K | 114.09K | 122.71K | 126.36K | 132.77K | 115.08K | 102.17K | 83.02K | 71.22K | 75.59K | 60.74K | 73.49K | 95.94K | 94.88K | 109.00K | 97.22K | 110.64K | 89.52K | 1.18M |
| Citadel Advisors | 197.97K | 281.26K | 157.00K | 800.14K | 605.80K | 483.47K | 625.82K | 525.29K | 494.40K | 794.92K | 207.99K | 436.61K | 149.81K | 237.12K | 309.90K | 214.44K | 73.40K | 60.80K | 144.61K | 104.40K |
| Northern Trust Corp | 154.28K | 149.92K | 147.48K | 167.19K | 196.60K | 212.07K | 219.19K | 198.01K | 199.99K | 208.18K | 223.71K | 223.65K | 229.13K | 216.62K | 295.58K | 296.00K | 261.61K | 273.98K | 298.83K | 300.11K |
| Invesco Ltd | 138.75K | 154.97K | 144.50K | 106.09K | 173.83K | 120.97K | 104.30K | 104.28K | 104.45K | 93.37K | 96.88K | 109.06K | 85.39K | 85.08K | 102.61K | 83.35K | 81.73K | 74.94K | 50.84K | 418.94K |
| AQR Capital Management | 135.06K | 184.34K | 118.76K | 23.64K | 33.76K | — | — | — | — | — | 3.47K | — | 2.59K | — | — | — | — | 44.35K | 163.97K | 156.15K |
| Morgan Stanley | 115.52K | 235.95K | 385.37K | 511.63K | 929.26K | 395.18K | 360.81K | 343.45K | 298.02K | 319.66K | 253.66K | 270.30K | 224.03K | 247.66K | 221.55K | 272.58K | 214.46K | 126.14K | 74.33K | 50.26K |
| BNY Mellon | 108.07K | 101.41K | 108.23K | 79.05K | 160.40K | 151.69K | 151.53K | 219.99K | 245.49K | 226.62K | 238.08K | 261.86K | 277.70K | 289.42K | 301.85K | 326.55K | 312.87K | 337.49K | 344.06K | 365.99K |
| Citigroup Inc | 44.24K | 1.36K | 7.19K | 16.32K | 27.67K | 33.98K | 28.53K | 27.29K | 16.06K | 65.49K | 19.85K | 13.29K | 20.95K | 9.38K | 13.21K | 10.13K | 9.60K | 28.56K | 21.94K | 27.07K |
| Point72 Asset Management | 35.59K | — | 59.80K | — | — | 41.93K | — | 88.00K | 30.19K | 6.20K | — | 381.21K | 685.83K | 382.47K | 361.40K | 746.15K | — | — | — | — |
| Millennium Management | 29.45K | 288.30K | — | 152.14K | 23.96K | — | 201.99K | 308.62K | 682.79K | 148.84K | 279.23K | 40.92K | 190.09K | 296.69K | 311.70K | 66.91K | 313.96K | 6.71K | 336.68K | 102.92K |
| CPP Investments | 17.70K | — | 18.00K | 6.90K | 4.80K | 3.40K | 3.70K | 16.10K | 10.00K | — | — | — | — | — | — | — | — | 41.00K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details