JACK Jack in the Box Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  16 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Jack in the Box Inc (JACK) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows JACK at 0.00% 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 MassMutual Private Wealth & Trust, FSB'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
2026 Q1

JACK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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 2026 Q1

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 MassMutual Private Wealth & Trust, FSB 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 96 -123 -56.2% 0.00% $928 2026-04-13 $11.38
2025 Q4 REDUCED 219 -885 -80.2% 0.00% $4K 2026-01-07 $20.70
2025 Q3 ADDED 1,104 +368 +50.0% 0.00% $22K 2025-10-22 $18.24
2025 Q2 ADDED 736 +526 +250.5% 0.00% $13K 2025-07-09 $22.11
2025 Q1 ADDED 210 +99 +89.2% 0.00% $6K 2025-04-01 $26.93
2024 Q4 REDUCED 111 -262 -70.2% 0.00% $5K 2025-01-16 $38.97
2024 Q3 REDUCED 373 -37 -9.0% 0.00% $17K 2024-10-02 $45.93
2024 Q2 ADDED 410 +358 +688.5% 0.00% $21K 2024-07-02 $46.52
2024 Q1 REDUCED 52 -18 -25.7% 0.00% $4K 2024-04-09 $59.24
2023 Q4 ADDED 70 +21 +42.9% 0.00% $6K 2024-01-03 $77.70
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and JACK

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

How long has MassMutual Private Wealth & Trust, FSB reported owning JACK?

MassMutual Private Wealth & Trust, FSB reported JACK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JACK position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for JACK was 0.00% in 2024 Q2.

What is the latest reported JACK position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 96 shares, equal to 0.00% of portfolio, with an estimated market value of $928.

What does the chart on this JACK ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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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