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EP Wealth Advisors’s JetBlue JBLU Stock Holding History

EP Wealth 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
Q2 		$171K Buy
29,764
+13,897
+88% +$70.8K ﹤0.01% 1557
2026
Q1 		$70.1K Buy
+15,867
New +$80.5K ﹤0.01% 1474
2025
Q2 		$45.5K Sell
10,755
-754
-7% -$3.38K ﹤0.01% 1407
2025
Q1 		$55.5K Buy
11,509
+942
+9% +$6.19K ﹤0.01% 1266
2024
Q4 		$83.1K Sell
10,567
-2,800
-21% -$19K ﹤0.01% 1216
2024
Q3 		$87.7K Buy
13,367
+287
+2% +$1.62K ﹤0.01% 1150
2024
Q2 		$79.7K Sell
13,080
-468
-3% -$2.82K ﹤0.01% 837
2024
Q1 		$101K Buy
13,548
+3,255
+32% +$20.2K ﹤0.01% 810
2023
Q4 		$57.1K Buy
10,293
+27
+0.3% +$127 ﹤0.01% 801
2023
Q3 		$47.2K Buy
+10,266
New +$67.5K ﹤0.01% 740

Other funds holding JBLU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EP Wealth Advisors's JBLU Position: Q2 2026 in Review

EP Wealth Advisors increased its JetBlue (JBLU) stake by 88% in Q2 2026, buying an estimated $70.8K and bringing the position to 29,764 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

EP Wealth Advisors first reported a position in JBLU in Q3 2023 and has held it in 10 quarters since. 381 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

  • EP Wealth Advisors held 29,764 shares of JetBlue worth $171K as of Q2 2026.
  • EP Wealth Advisors bought 13,897 JetBlue shares in Q2 2026, an estimated $70.8K.
  • JetBlue made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1557 holding.
  • EP Wealth Advisors first reported a position in JetBlue in Q3 2023 and has held it in 10 quarters since.
  • 381 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.