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Jack in the Box shares owned by UMA Financial Services

Quarter-by-quarter ownership of Jack in the Box (JACK) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Jack in the Box

Tip: Access up to 7 years of quarterly data

All positions including Jack in the Box held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jack in the Box by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $549 29 18.97
2025-03-31 $599 22 27.23

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Jack in the Box

Callodine Capital Management
Biglari Capital
BlackRock
Vanguard Group
Nantahala Capital Management
Citadel Advisors
LSV Asset Management
Charles Schwab Investment Management
Invenomic Capital Management
Goldman Sachs Group
Geode Capital Management
IPG Investment Advisors
D. E. Shaw & Co
State Street Corporation
Windward Management

View all funds holding Jack in the Box