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Clearstead Advisors’s Jet.AI JTAI Stock Holding History

Clearstead Advisors’s Portfolio JTAI Stock Details JTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– -$3 – 2564
2025
Q4 		– Hold
0
– – – 2732
2025
Q3 		– Hold
0
– – – 3039
2025
Q2 		– Hold
0
– – – 2717
2025
Q1 		– Hold
0
– – – 2182
2024
Q4 		– Hold
0
– – – 2084
2024
Q3 		– Hold
0
– – – 1995
2024
Q2 		– Hold
0
– – – 1981
2024
Q1 		– Hold
0
– – – 1484
2023
Q4 		– Hold
0
– – – 1449

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VFT
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SCA
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFF
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TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $146K AUM