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B. Riley Wealth Advisors’s JetBlue JBLU Stock Holding History

B. Riley Wealth Advisors’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
2025
Q3 		– Sell
-41,385
Closed -$175K – 1140
2025
Q2 		$175K Buy
41,385
+290
+0.7% +$1.3K 0.01% 906
2025
Q1 		$198K Sell
41,095
-778
-2% -$5.11K 0.01% 1157
2024
Q4 		$329K Sell
41,873
-14,641
-26% -$99.2K 0.01% 836
2024
Q3 		$363K Sell
56,514
-5,817
-9% -$32.8K 0.01% 869
2024
Q2 		$380K Buy
62,331
+6,179
+11% +$37.2K 0.01% 931
2024
Q1 		$258K Sell
56,152
-2,178
-4% -$13.5K 0.01% 1127
2023
Q4 		$324K Buy
58,330
+2,178
+4% +$10.2K 0.01% 1017
2023
Q3 		$258K Buy
56,152
+1,452
+3% +$9.55K 0.01% 1127
2023
Q2 		$485K Sell
54,700
-1,250
-2% -$9.08K 0.01% 870
2023
Q1 		$407K Sell
55,950
-3,300
-6% -$26.1K 0.01% 902
2022
Q4 		$384K Sell
59,250
-1,200
-2% -$8.77K 0.01% 910
2022
Q3 		$401K Sell
60,450
-3,129
-5% -$25.5K 0.01% 860
2022
Q2 		$533K Sell
63,579
-14,103
-18% -$151K 0.02% 629
2022
Q1 		$1.16M Buy
77,682
+10,432
+16% +$151K 0.04% 441
2021
Q4 		$958K Buy
67,250
+2,577
+4% +$37.9K 0.03% 541
2021
Q3 		$998K Buy
64,673
+20,623
+47% +$316K 0.03% 521
2021
Q2 		$757K Buy
44,050
+2,621
+6% +$50.8K 0.02% 613
2021
Q1 		$820K Buy
41,429
+2,153
+5% +$37.3K 0.03% 542
2020
Q4 		$571K Buy
39,276
+6,740
+21% +$92.5K 0.03% 496
2020
Q3 		$368K Sell
32,536
-7,413
-19% -$83.2K 0.02% 648
2020
Q2 		$436K Buy
39,949
+14,332
+56% +$141K 0.03% 500
2020
Q1 		$230K Buy
+25,617
New +$425K 0.02% 621
2019
Q1 		– Sell
-16,467
Closed -$265K – 762
2018
Q4 		$265K Sell
16,467
-3,085
-16% -$53.8K 0.04% 479
2018
Q3 		$379K Buy
19,552
+1,903
+11% +$36.1K 0.05% 420
2018
Q2 		$335K Sell
17,649
-151
-0.8% -$2.91K 0.04% 423
2018
Q1 		$362K Buy
17,800
+453
+3% +$9.63K 0.05% 397
2017
Q4 		$388K Buy
17,347
+439
+3% +$8.97K 0.05% 373
2017
Q3 		$314K Sell
16,908
-3,212
-16% -$67.3K 0.05% 359
2017
Q2 		$460K Buy
20,120
+1,771
+10% +$38.9K 0.08% 268
2017
Q1 		$379K Sell
18,349
-2,971
-14% -$60.6K 0.08% 285
2016
Q4 		$478K Sell
21,320
-3,094
-13% -$61.1K 0.1% 237
2016
Q3 		$421K Buy
24,414
+4,250
+21% +$72.7K 0.08% 305
2016
Q2 		$334K Sell
20,164
-10,575
-34% -$196K 0.07% 367
2016
Q1 		$649K Buy
30,739
+6,209
+25% +$131K 0.15% 167
2015
Q4 		$556K Buy
24,530
+535
+2% +$13.3K 0.11% 217
2015
Q3 		$619K Buy
+23,995
New +$565K 0.15% 192
2015
Q1 		– Sell
-7,427
Closed -$118K – 1295
2014
Q4 		$118K Sell
7,427
-3,323
-31% -$43.1K ﹤0.01% 1631
2014
Q3 		$114K Buy
10,750
+4,900
+84% +$56K 0.03% 573
2014
Q2 		$63.5K Buy
+5,850
New +$54.1K 0.01% 920

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

B. Riley Wealth Advisors's JBLU Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of JetBlue (JBLU) in Q3 2025, closing a stake of 41,385 shares — an estimated $175K sold.

B. Riley Wealth Advisors first reported a position in JBLU in Q2 2014 and held it in 39 quarters. The position peaked at $1.16M in Q1 2022. 352 funds tracked by Wall St. Rank hold JBLU as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining JetBlue position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 41,385 JetBlue shares in Q3 2025, an estimated $175K.
  • B. Riley Wealth Advisors first reported a position in JetBlue in Q2 2014 and held it in 39 quarters.
  • B. Riley Wealth Advisors's JetBlue position peaked at $1.16M in Q1 2022.
  • 352 funds tracked by Wall St. Rank held JetBlue as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.