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Bogart Wealth LLC’s JetBlue JBLU Stock Holding History

Bogart Wealth LLC’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 		$243 Sell
55
-8,000
-99% -$40.6K ﹤0.01% 1690
2025
Q4 		$36.6K Buy
8,055
+1,000
+14% +$4.56K ﹤0.01% 549
2025
Q3 		$34.7K Buy
7,055
+7,000
+12,727% +$33.6K ﹤0.01% 533
2025
Q2 		$233 Hold
55
– – ﹤0.01% 1402
2025
Q1 		$265 Sell
55
-7,000
-99% -$46K ﹤0.01% 1339
2024
Q4 		$55.5K Buy
7,055
+2,850
+68% +$19.3K ﹤0.01% 397
2024
Q3 		$27.6K Buy
4,205
+4,000
+1,951% +$22.5K ﹤0.01% 500
2024
Q2 		$1.25K Hold
205
– – ﹤0.01% 989
2024
Q1 		$1.52K Hold
205
– – ﹤0.01% 935
2023
Q4 		$1.14K Hold
205
– – ﹤0.01% 951
2023
Q3 		$943 Hold
205
– – ﹤0.01% 962
2023
Q2 		$1.82K Hold
205
– – ﹤0.01% 892
2023
Q1 		$1.49K Hold
205
– – ﹤0.01% 949
2022
Q4 		$1.33K Sell
205
-2,000
-91% -$14.6K ﹤0.01% 837
2022
Q3 		$15K Hold
2,205
– – ﹤0.01% 475
2022
Q2 		$18K Buy
2,205
+2,150
+3,909% +$23K ﹤0.01% 432
2022
Q1 		$1K Hold
55
– – ﹤0.01% 743
2021
Q4 		$1K Hold
55
– – ﹤0.01% 713
2021
Q3 		$1K Hold
55
– – ﹤0.01% 688
2021
Q2 		$1K Hold
55
– – ﹤0.01% 647
2021
Q1 		$1K Buy
+55
New +$953 ﹤0.01% 596
2018
Q1 		– Sell
-500
Closed -$11K – 360
2017
Q4 		$11K Hold
500
– – 0.01% 224
2017
Q3 		$10K Buy
+500
New +$10.5K 0.01% 226

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

Bogart Wealth LLC's JBLU Position: Q1 2026 in Review

Bogart Wealth LLC reduced its JetBlue (JBLU) stake by 99% in Q1 2026, selling an estimated $40.6K and leaving 55 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Bogart Wealth LLC first reported a position in JBLU in Q3 2017 and has held it in 23 quarters since. The position peaked at $55.5K in Q4 2024. 371 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

  • Bogart Wealth LLC held 55 shares of JetBlue worth $243 as of Q1 2026.
  • Bogart Wealth LLC sold 8,000 JetBlue shares in Q1 2026, an estimated $40.6K.
  • JetBlue made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1690 holding.
  • Bogart Wealth LLC first reported a position in JetBlue in Q3 2017 and has held it in 23 quarters since.
  • Bogart Wealth LLC's JetBlue position peaked at $55.5K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.