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AE Wealth Management’s JetBlue JBLU Stock Holding History

AE Wealth Management’s Portfolio JBLU Stock Details JBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$250K Buy
56,556
+13,443
+31% +$68.2K ﹤0.01% 1486
2025
Q4 		$196K Buy
43,113
+9,295
+27% +$42.4K ﹤0.01% 1528
2025
Q3 		$166K Buy
33,818
+808
+2% +$3.88K ﹤0.01% 1441
2025
Q2 		$140K Sell
33,010
-7,088
-18% -$31.7K ﹤0.01% 1395
2025
Q1 		$193K Sell
40,098
-5,657
-12% -$37.2K ﹤0.01% 1289
2024
Q4 		$360K Buy
45,755
+14,985
+49% +$102K ﹤0.01% 1024
2024
Q3 		$202K Buy
30,770
+3,577
+13% +$20.1K ﹤0.01% 1181
2024
Q2 		$166K Buy
27,193
+13,415
+97% +$80.8K ﹤0.01% 1179
2024
Q1 		$102K Buy
13,778
+1,617
+13% +$10K ﹤0.01% 1119
2023
Q4 		$67.3K Buy
+12,161
New +$57K ﹤0.01% 1970
2023
Q3 		– Sell
-11,808
Closed -$105K – 2016
2023
Q2 		$105K Buy
+11,808
New +$85.8K ﹤0.01% 1801
2023
Q1 		– Sell
-11,874
Closed -$76.9K – 1948
2022
Q4 		$76.9K Sell
11,874
-666
-5% -$4.87K ﹤0.01% 1737
2022
Q3 		$83K Buy
12,540
+451
+4% +$3.67K ﹤0.01% 1666
2022
Q2 		$101K Buy
12,089
+1,897
+19% +$20.3K ﹤0.01% 1643
2022
Q1 		$152K Buy
+10,192
New +$148K ﹤0.01% 1598
2021
Q4 		– Sell
-10,785
Closed -$165K – 1741
2021
Q3 		$165K Sell
10,785
-538
-5% -$8.26K ﹤0.01% 1541
2021
Q2 		$190K Sell
11,323
-26
-0.2% -$504 ﹤0.01% 1505
2021
Q1 		$231K Sell
11,349
-4,254
-27% -$73.7K ﹤0.01% 1350
2020
Q4 		$227K Buy
15,603
+2,051
+15% +$28.1K ﹤0.01% 1238
2020
Q3 		$154K Buy
13,552
+1,224
+10% +$13.7K ﹤0.01% 1191
2020
Q2 		$134K Buy
+12,328
New +$121K ﹤0.01% 1175

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

AE Wealth Management's JBLU Position: Q1 2026 in Review

AE Wealth Management increased its JetBlue (JBLU) stake by 31% in Q1 2026, buying an estimated $68.2K and bringing the position to 56,556 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

AE Wealth Management first reported a position in JBLU in Q2 2020 and has held it in 21 quarters since. The position peaked at $360K in Q4 2024. 371 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

  • AE Wealth Management held 56,556 shares of JetBlue worth $250K as of Q1 2026.
  • AE Wealth Management bought 13,443 JetBlue shares in Q1 2026, an estimated $68.2K.
  • JetBlue made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1486 holding.
  • AE Wealth Management first reported a position in JetBlue in Q2 2020 and has held it in 21 quarters since.
  • AE Wealth Management's JetBlue position peaked at $360K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.