Bell Investment Advisors’s JetBlue JBLU Stock Holding History

Bell Investment 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 Q4	–	Sell	-68	Closed	-$335	–	1872
2025 Q3	$335	Hold	68	–	–	﹤0.01%	1820
2025 Q2	$288	Sell	68 -114	-63%	-$510	﹤0.01%	1835
2025 Q1	$878	Hold	182	–	–	﹤0.01%	1594
2024 Q4	$1.43K	Hold	182	–	–	﹤0.01%	1459
2024 Q3	$1.19K	Hold	182	–	–	﹤0.01%	1539
2024 Q2	$1.11K	Hold	182	–	–	﹤0.01%	1580
2024 Q1	$1.35K	Hold	182	–	–	﹤0.01%	1501
2023 Q4	$1.01K	Sell	182 -54	-23%	-$253	﹤0.01%	1591
2023 Q3	$1.09K	Sell	236 -66	-22%	-$434	﹤0.01%	1540
2023 Q2	$2.68K	Sell	302 -13	-4%	-$94	﹤0.01%	1146
2023 Q1	$2.29K	Buy	315 +147	+88%	+$1.16K	﹤0.01%	1194
2022 Q4	$1.09K	Sell	168 -39	-19%	-$285	﹤0.01%	1539
2022 Q3	$1K	Sell	207 -79	-28%	-$643	﹤0.01%	1452
2022 Q2	$2K	Buy	+286	New	+$3.06K	﹤0.01%	1171
2021 Q4	$5K	Buy	328 +132	+67%	+$1.94K	﹤0.01%	768
2021 Q3	$3K	Buy	+196	New	+$3.01K	﹤0.01%	930

Other funds holding JBLU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return