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Essential Partners’s JetBlue JBLU Stock Holding History

Essential Partners’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 		$18.4K Sell
4,347
-127
-3% -$657 0.01% 945
2026
Q2 		$25.6K Sell
4,474
-2,819
-39% -$14.4K 0.01% 819
2026
Q1 		$32.2K Buy
7,293
+6,658
+1,049% +$33.8K 0.01% 745
2025
Q4 		$2.89K Buy
635
+30
+5% +$137 ﹤0.01% 1661
2025
Q3 		$2.98K Hold
605
– – ﹤0.01% 1640
2025
Q2 		$2.56K Buy
+605
New +$2.71K ﹤0.01% 1247

Other funds holding JBLU

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners's JBLU Position: Q3 2026 in Review

Essential Partners reduced its JetBlue (JBLU) stake by 2.8% in Q3 2026, selling an estimated $657 and leaving 4,347 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #945.

Essential Partners first reported a position in JBLU in Q2 2025 and has held it in 6 quarters since. The position peaked at $32.2K in Q1 2026. 26 funds tracked by Wall St. Rank hold JBLU as of Q3 2026.

  • Essential Partners held 4,347 shares of JetBlue worth $18.4K as of Q3 2026.
  • Essential Partners sold 127 JetBlue shares in Q3 2026, an estimated $657.
  • JetBlue made up 0.01% of Essential Partners's portfolio in Q3 2026, its #945 holding.
  • Essential Partners first reported a position in JetBlue in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's JetBlue position peaked at $32.2K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held JetBlue as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.