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Creative Planning JACK Position History
Jack in the Box Inc. • Consumer Cyclical
Quarters held
9
Latest value
$412K
Q3 2026
Peak value
$1.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q3 2025 | $50K |
| Q4 2025 | $1.2M |
| Q1 2026 | $99K |
| Q1 2026 | $448K |
| Q2 2026 | $461K |
| Q3 2026 | $2K |
| Q3 2026 | $215K |
| Q3 2026 | $412K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $412K | 16.7K | — | — |
| Q3 2026 | $215K | 16.2K | — | — |
| Q3 2026 | $2K | 129 | — | — |
| Q2 2026 | $461K | 17.7K | — | — |
| Q1 2026 | $448K | 17.2K | — | — |
| Q1 2026 | $99K | 10.2K | — | — |
| Q4 2025 | $1.2M | 64.3K | — | — |
| Q3 2025 | $50K | 2.5K | — | — |
| Q3 2025 | $1.6M | 80.9K | — | — |