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Caldwell Trust’s JetBlue JBLU Stock Holding History

Caldwell Trust’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 		$2.43K Hold
550
– – ﹤0.01% 754
2025
Q4 		$2.5K Hold
550
– – ﹤0.01% 722
2025
Q3 		$2.71K Hold
550
– – ﹤0.01% 715
2025
Q2 		$2.33K Hold
550
– – ﹤0.01% 717
2025
Q1 		$2.65K Buy
+550
New +$3.61K ﹤0.01% 718
2020
Q1 		– Sell
-595
Closed -$11.1K – 817
2019
Q4 		$11.1K Buy
+595
New +$11.1K ﹤0.01% 671

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

Caldwell Trust's JBLU Position: Q1 2026 in Review

Caldwell Trust held its JetBlue (JBLU) position steady in Q1 2026 at 550 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Caldwell Trust first reported a position in JBLU in Q4 2019 and has held it in 6 quarters since. The position peaked at $11.1K in Q4 2019. 371 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

  • Caldwell Trust held 550 shares of JetBlue worth $2.43K as of Q1 2026.
  • Caldwell Trust left its JetBlue share count unchanged in Q1 2026.
  • JetBlue made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #754 holding.
  • Caldwell Trust first reported a position in JetBlue in Q4 2019 and has held it in 6 quarters since.
  • Caldwell Trust's JetBlue position peaked at $11.1K in Q4 2019.
  • 371 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.