Bogart Wealth, LLC JACK — JACK IN THE BOX INC COM

Ownership history in Bogart Wealth, LLC  ·  5 quarters on record

AI Ownership Summary

Bogart Wealth, LLC reported JACK IN THE BOX INC COM (JACK) in 5 quarterly 13F filings from 2024 Q2 through 2026 Q2. 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.

What this JACK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bogart Wealth, LLC's position in JACK IN THE BOX INC COM, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

JACK stock page Bogart Wealth, LLC fund profile Bogart Wealth, LLC full holdings
How Bogart Wealth, 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 128 -172 -57.3% 0.00% $2K 2026-07-24 $14.55
2025 Q1 ADDED — — — 300 +200 +200.0% 0.00% $8K 2025-05-02 $27.16
2024 Q4 REDUCED 82.6% -33.8% ✅ 100 -476 -82.6% 0.00% $4K 2025-01-30 $39.28
2024 Q3 ADDED — — — 576 +200 +53.2% 0.00% $27K 2024-10-23 $45.40
2024 Q2 INITIATED — — — 376 — — 0.00% $19K 2024-07-31 $57.57

🏢 Other funds also holding JACK

As of 2026 Q2 — sorted by position size

NOVEM GROUP 0.06% Versant Capital Management, Inc 3Y 7Y 0.01% CERTUITY, LLC 3Y 0.01% Police & Firemen's Retirement System of New Jersey 0.0% JNBA Financial Advisors 3Y 7Y 0.0% True Wealth Design, LLC 3Y 0.0% GAMMA Investing LLC 0.0% EverSource Wealth Advisors, LLC 3Y 0.0% Farther Finance Advisors, LLC 0.0% Sterling Capital Management LLC 3Y 7Y 0.0%

FAQ About Bogart Wealth, 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 Bogart Wealth, LLC reported owning JACK?

Bogart Wealth, LLC reported JACK across 5 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported JACK position in Bogart Wealth, LLC's portfolio?

The largest reported portfolio weight for JACK was 0.00% in 2024 Q3.

What is the latest reported JACK position on this page?

The most recent filing on this page is 2026 Q2, when Bogart Wealth, LLC reported 128 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this JACK ownership page compare?

The chart compares Bogart Wealth, 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.

How well did Bogart Wealth, LLC time their JACK position?

Based on 13F filing dates vs. subsequent JACK price moves, Bogart Wealth, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on JACK relative to SPY over the holding period was -64.9%.

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