As of the latest SEC filings, JACK IN THE BOX INC (JACK) is held by 148 institutional funds. The largest fund shareholder is Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund (TSDOX), holding an estimated $7,592,836.82 in market value, representing 0.75% of its portfolio.
Funds holding JACK IN THE BOX INC (JACK)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JACK
- CIK:
- 0000807882
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
TSDOX
Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund
|
MF | Independent / Boutique | 0.75% | $7,592,836.82 | 7,820,000 | Mar 31, 2026 | May 29, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.07% | $6,678,780.84 | 394,727 | Feb 28, 2026 | Apr 24, 2026 |
|
WAPIX
Western Asset Core Bond Fund
|
MF | Independent / Boutique | 0.37% | $6,462,002.79 | 6,651,600 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $5,678,311.03 | 587,209 | Mar 31, 2026 | May 28, 2026 |
|
LSIIX
Loomis Sayles Investment Grade Bond Fund
|
MF | Independent / Boutique | 0.02% | $4,188,013.73 | 4,214,807 | Mar 31, 2026 | May 29, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $4,031,152.24 | 416,872 | Mar 31, 2026 | May 28, 2026 |
|
CEIZX
Callodine Equity Income Series
|
MF | Manning & Napier | 1.68% | $3,639,236.81 | 376,343 | Mar 31, 2026 | May 28, 2026 |
|
TUSI
Touchstone ETF Trust-Touchstone Ultra Short Income ETF
|
ETF | Independent / Boutique | 0.82% | $3,363,180.07 | 3,463,800 | Mar 31, 2026 | May 29, 2026 |
|
PMJAX
PIMCO RAE US Small Fund
|
MF | PIMCO | 0.11% | $3,346,293.83 | 346,049 | Mar 31, 2026 | May 29, 2026 |
|
TSDOX
Touchstone Funds Group Trust-Touchstone Ultra Short Duration Fixed Income Fund
|
MF | Independent / Boutique | 0.29% | $2,898,492.22 | 2,917,068 | Mar 31, 2026 | May 29, 2026 |
|
BBCPX
Bridge Builder Core Plus Bond Fund
|
MF | Independent / Boutique | 0.01% | $2,618,569.02 | 2,635,322 | Mar 31, 2026 | May 22, 2026 |
|
DSEEX
Doubleline Shiller Enhanced CAPE
|
MF | Independent / Boutique | 0.09% | $2,554,129.80 | 2,569,866 | Mar 31, 2026 | May 28, 2026 |
|
JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
|
ETF | Independent / Boutique | 0.23% | $2,283,472.80 | 181,228 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,178,237.60 | 172,876 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,034,587.34 | 210,402 | Mar 31, 2026 | May 28, 2026 |
|
TSEC
Touchstone ETF Trust-Touchstone Securitized Income ETF
|
ETF | Independent / Boutique | 1.40% | $1,920,541.08 | 1,978,000 | Mar 31, 2026 | May 29, 2026 |
|
WAADX
Western Asset SMASh Series Core Completion Fund
|
MF | Franklin Templeton | 1.67% | $1,795,535.30 | 1,840,000 | Feb 27, 2026 | Apr 24, 2026 |
|
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
ETF | Invesco | 0.06% | $1,778,792.40 | 141,174 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,692,000.00 | 100,000 | Feb 28, 2026 | Apr 24, 2026 |
|
LSBNX
Loomis Sayles Income Fund
|
MF | Independent / Boutique | 0.04% | $1,606,206.48 | 1,616,482 | Mar 31, 2026 | May 29, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,554,169.68 | 91,854 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,478,791.08 | 87,399 | Feb 28, 2026 | Apr 28, 2026 |
|
SFSNX
Schwab Fundamental U.S. Small Company Index Fund
|
MF | Charles Schwab | 0.05% | $1,264,032.00 | 100,320 | Apr 30, 2026 | Jun 25, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $1,194,970.25 | 123,575 | Mar 31, 2026 | May 28, 2026 |
|
SIO
Touchstone ETF Trust-Touchstone Strategic Income ETF
|
ETF | Independent / Boutique | 0.48% | $1,161,257.40 | 1,196,000 | Mar 31, 2026 | May 29, 2026 |
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