JACK JACK IN THE BOX INC

Ownership history in IPG Investment Advisors LLC  ·  11 quarters on record

AI Ownership Summary

IPG Investment Advisors LLC reported JACK IN THE BOX INC (JACK) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.26% in 2025 Q1. The latest visible filing shows JACK at 1.43% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JACK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IPG Investment Advisors LLC's position in JACK IN THE BOX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JACK was reported at 1.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.26% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IPG Investment Advisors LLC held JACK — position size vs. price
% of Fund (quarterly)    JACK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 431,001 -222,175 -34.0% 1.43% $8.2M 2026-02-14 (Est.) $20.73
2025 Q3 REDUCED 653,176 -111,294 -14.6% 2.30% $12.9M 2025-11-13 $15.20
2025 Q2 ADDED 764,470 +82,535 +12.1% 2.61% $13.3M 2025-08-14 $20.65
2025 Q1 ADDED 681,935 +241,316 +54.8% 4.26% $18.8M 2025-05-09 $26.92
2024 Q4 ADDED 440,619 +163,834 +59.2% 4.17% $18.3M 2025-02-12 $37.98
2024 Q3 ADDED 276,785 +125,510 +83.0% 2.81% $12.9M 2024-11-13 $44.05
2024 Q2 ADDED 151,275 +77,170 +104.1% 1.68% $7.7M 2024-08-13 $54.09
2024 Q1 ADDED 74,105 +7,110 +10.6% 1.11% $5.1M 2024-05-15 $51.33
2023 Q4 ADDED 66,995 +34,815 +108.2% 1.09% $5.5M 2024-02-12 $73.86
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IPG Investment Advisors LLC and JACK

These are the practical questions this page is built to answer before you even open the full history table.

How long has IPG Investment Advisors LLC reported owning JACK?

IPG Investment Advisors LLC reported JACK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JACK position in IPG Investment Advisors LLC's portfolio?

The largest reported portfolio weight for JACK was 4.26% in 2025 Q1.

What is the latest reported JACK position on this page?

The most recent filing on this page is 2025 Q4, when IPG Investment Advisors LLC reported 431,001 shares, equal to 1.43% of portfolio, with an estimated market value of $8.2M.

What does the chart on this JACK ownership page compare?

The chart compares IPG Investment Advisors LLC's quarterly JACK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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