JACK JACK IN THE BOX INC
Executive Summary
In Q3 2025, four mega-passive institutional investors (Vanguard, BlackRock, State Street, Morgan Stanley) trimmed their JACK holdings, while Fidelity doubled its small position. Aggregate net selling totaled approximately $36.9M, driven entirely by passive rebalancing. The lack of active manager participation weakens the signal, and historical calibration suggests over-scoring risk for this ticker.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$36.9M
▲ Buyers (1)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | DOUBLED | +111.5% | $477.0K | $278.0K |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Vanguard | TRIM | -29.3% | $28.0M | -$5.6M |
| BlackRock | TRIM | -49% | $50.0M | -$21.1M |
| State Street | TRIM | -41.4% | $12.9M | -$4.3M |
| Morgan Stanley | TRIM | -44.9% | $16.2M | -$6.1M |
Actionable Insight
The uniform passive trimming suggests index rebalancing or sector rotation rather than fundamental deterioration. Monitor for any active manager selling in subsequent quarters or earnings catalysts that could confirm the bearish tilt.
Key Facts
- 4 passive sellers (Vanguard, BlackRock, State Street, Morgan Stanley) trimmed positions totaling a net -$37.2M in prior value.
- 1 passive buyer (Fidelity) DOUBLED its position, adding $278K.
- Net direction is strongly distributing: sellers outnumber buyers 4-to-1, and dollar-weighted selling far exceeds buying.
- All institutions are mega-passive index funds, reducing the conviction signal.
Financial Impact
Net institutional selling of approximately $36.9M based on disclosed 13F changes; selling represented about 15.7% of market cap at the time.
Risk Factors
- 13F data is 45+ days old; positions may have been reversed.
- Passive flows can reverse quickly and do not necessarily reflect negative fundamentals.
- Historical T+20 returns on JACK filings have been negative on average, reinforcing caution.
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-JACK-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
2d ago
|
Institutional Cluster
| $12.36 awaiting T+5 | awaiting T+5 | — | — |
|
Jun 8, 2026
5d ago
|
8-K
| $11.26 awaiting T+5 | awaiting T+5 | — | — |
|
May 29, 2026
14d ago
|
8-K
| $12.45 $11.95 | ▼ −4.02% | ▼ −3.72% | — |
|
May 13, 2026
4w ago
|
8-K
| $10.98 $11.35 | ▼ −3.37% | ▼ −4.09% | — |
|
May 4, 2026
5w ago
|
Insider Cluster
| $12.05 $13.40 | ▲ +11.20% | ▲ +8.27% | — |
|
May 4, 2026
5w ago
|
Insider Cluster
| $12.05 $13.40 | ▲ +11.20% | ▲ +8.27% | — |
|
May 4, 2026
5w ago
|
Insider Cluster
| $12.05 $13.40 | ▲ +11.20% | ▲ +8.27% | — |
|
Apr 13, 2026
8w ago
|
8-K
| $11.78 $12.70 | ▲ +7.81% | ▲ +6.42% | — |
|
Mar 4, 2026
14w ago
|
8-K
| $15.12 $13.37 | ▼ −11.57% | ▼ −10.24% | — |
|
Feb 26, 2026
15w ago
|
DEFA14A
| $16.92 $14.49 | ▼ −14.36% | ▼ −12.38% | — |
US Market Status
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