Capstone Investment Advisors
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Capstone Investment Advisors’s JetBlue JBLU Stock Holding History

Capstone 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
2026
Q1 		$435K Buy
+98,444
New +$500K ﹤0.01% 1208
2025
Q4 		– Sell
-40,560
Closed -$200K – 1834
2025
Q3 		$200K Buy
+40,560
New +$195K ﹤0.01% 1839
2024
Q1 		– Sell
-54,927
Closed -$305K – 2435
2023
Q4 		$305K Buy
+54,927
New +$257K ﹤0.01% 1584
2023
Q3 		– Sell
-668,453
Closed -$5.92M – 2189
2023
Q2 		$5.92M Buy
668,453
+188,345
+39% +$1.37M 0.03% 348
2023
Q1 		$3.5M Buy
480,108
+135,468
+39% +$1.07M 0.02% 445
2022
Q4 		$2.23M Sell
344,640
-62,694
-15% -$458K 0.02% 673
2022
Q3 		$2.7M Buy
407,334
+79,343
+24% +$646K 0.02% 626
2022
Q2 		$2.75M Buy
327,991
+247,213
+306% +$2.64M 0.01% 643
2022
Q1 		$1.21M Sell
80,778
-40,779
-34% -$591K ﹤0.01% 1246
2021
Q4 		$1.73M Buy
121,557
+4,757
+4% +$69.9K ﹤0.01% 1158
2021
Q3 		$1.79M Buy
+116,800
New +$1.79M ﹤0.01% 1238
2017
Q4 		– Sell
-23,498
Closed -$435K – 571
2017
Q3 		$435K Buy
23,498
+14,497
+161% +$304K 0.02% 328
2017
Q2 		$205K Buy
+9,001
New +$198K 0.01% 561
2016
Q4 		– Sell
-289,317
Closed -$4.99M – 1025
2016
Q3 		$4.99M Buy
+289,317
New +$4.95M 0.11% 142
2016
Q1 		– Sell
-9,643
Closed -$218K – 711
2015
Q4 		$218K Buy
+9,643
New +$240K 0.01% 425

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Capstone Investment Advisors's JBLU Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in JetBlue (JBLU) in Q1 2026: 98,444 shares worth $435K. The stake represents ﹤0.01% of the portfolio and ranks #1208 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in JBLU as recently as Q3 2025.

Capstone Investment Advisors first reported a position in JBLU in Q4 2015 and has held it in 15 quarters since. The position peaked at $5.92M in Q2 2023. 371 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

  • Capstone Investment Advisors held 98,444 shares of JetBlue worth $435K as of Q1 2026.
  • JetBlue was a new Capstone Investment Advisors position in Q1 2026.
  • JetBlue made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1208 holding.
  • Capstone Investment Advisors first reported a position in JetBlue in Q4 2015 and has held it in 15 quarters since.
  • Capstone Investment Advisors's JetBlue position peaked at $5.92M in Q2 2023.
  • 371 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.