EP Wealth Advisors’s JetBlue JBLU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$45.5K Sell
10,755
-754
-7% -$3.19K ﹤0.01% 1407
2025
Q1
$55.5K Buy
11,509
+942
+9% +$4.54K ﹤0.01% 1266
2024
Q4
$83.1K Sell
10,567
-2,800
-21% -$22K ﹤0.01% 1216
2024
Q3
$87.7K Buy
13,367
+287
+2% +$1.88K ﹤0.01% 1150
2024
Q2
$79.7K Sell
13,080
-468
-3% -$2.85K ﹤0.01% 837
2024
Q1
$101K Buy
13,548
+3,255
+32% +$24.2K ﹤0.01% 810
2023
Q4
$57.1K Buy
10,293
+27
+0.3% +$150 ﹤0.01% 801
2023
Q3
$47.2K Buy
+10,266
New +$47.2K ﹤0.01% 740