Essential Planning’s JetBlue JBLU Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-81,250	Closed	-$550K	–	198
2024 Q4	$550K	Buy	+81,250	New	+$551K	﹤0.01%	262

Other funds holding JBLU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Essential Planning's JBLU Position: Q1 2025 in Review

Essential Planning sold out of JetBlue (JBLU) in Q1 2025, closing a stake of 81,250 shares — an estimated $550K sold.

Essential Planning first reported a position in JBLU in Q4 2024 and held it in 1 quarter. The position peaked at $550K in Q4 2024. 340 funds tracked by Wall St. Rank hold JBLU as of Q1 2025.

Essential Planning reported no remaining JetBlue position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 81,250 JetBlue shares in Q1 2025, an estimated $550K.
Essential Planning first reported a position in JetBlue in Q4 2024 and held it in 1 quarter.
Essential Planning's JetBlue position peaked at $550K in Q4 2024.
340 funds tracked by Wall St. Rank held JetBlue as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.