Clearstead Advisors’s JetBlue JBLU Stock Holding History

Clearstead 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 Q3	$1.01K	Buy	239 +8	+3%	+$41	﹤0.01%	2652
2026 Q2	$1.32K	Buy	+231	New	+$1.18K	﹤0.01%	2615
2021 Q3	–	Sell	-2,768	Closed	-$46K	–	1337
2021 Q2	$46K	Hold	2,768	–	–	﹤0.01%	573
2021 Q1	$56K	Hold	2,768	–	–	﹤0.01%	529
2020 Q4	$40K	Hold	2,768	–	–	﹤0.01%	540
2020 Q3	$31K	Hold	2,768	–	–	﹤0.01%	533
2020 Q2	$30K	Sell	2,768 -400	-13%	-$3.94K	﹤0.01%	488
2020 Q1	$28K	Buy	+3,168	New	+$52.5K	﹤0.01%	470

Other funds holding JBLU

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Clearstead Advisors's JBLU Position: Q3 2026 in Review

Clearstead Advisors increased its JetBlue (JBLU) stake by 3.5% in Q3 2026, buying an estimated $41 and bringing the position to 239 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #2652.

Clearstead Advisors first reported a position in JBLU in Q1 2020 and has held it in 8 quarters since. The position peaked at $56K in Q1 2021. 178 funds tracked by Wall St. Rank hold JBLU as of Q3 2026.

Clearstead Advisors held 239 shares of JetBlue worth $1.01K as of Q3 2026.
Clearstead Advisors bought 8 JetBlue shares in Q3 2026, an estimated $41.
JetBlue made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2652 holding.
Clearstead Advisors first reported a position in JetBlue in Q1 2020 and has held it in 8 quarters since.
Clearstead Advisors's JetBlue position peaked at $56K in Q1 2021.
178 funds tracked by Wall St. Rank held JetBlue as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.