EFS
JBLU icon

Essex Financial Services’s JetBlue JBLU Stock Holding History

Essex Financial Services’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
Q1 		– Sell
-23,504
Closed -$107K – 812
2025
Q4 		$107K Buy
23,504
+2,599
+12% +$11.8K 0.01% 775
2025
Q3 		$103K Buy
20,905
+1,370
+7% +$6.58K 0.01% 741
2025
Q2 		$82.6K Buy
19,535
+1,679
+9% +$7.52K 0.01% 684
2025
Q1 		$86.1K Sell
17,856
-870
-5% -$5.72K 0.01% 624
2024
Q4 		$147K Buy
18,726
+599
+3% +$4.06K 0.01% 615
2024
Q3 		$134K Sell
18,127
-465
-3% -$2.62K 0.01% 615
2024
Q2 		$112K Buy
+18,592
New +$112K 0.01% 606
2023
Q1 		– Sell
-11,138
Closed -$72K – 499
2022
Q4 		$72K Buy
11,138
+155
+1% +$1.13K 0.01% 470
2022
Q3 		$73K Buy
10,983
+78
+0.7% +$635 0.01% 450
2022
Q2 		$91K Buy
+10,905
New +$117K 0.01% 471
2017
Q1 		– Sell
-9,350
Closed -$210K – 332
2016
Q4 		$210K Buy
+9,350
New +$185K 0.05% 301

Other funds holding JBLU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Essex Financial Services's JBLU Position: Q1 2026 in Review

Essex Financial Services sold out of JetBlue (JBLU) in Q1 2026, closing a stake of 23,504 shares — an estimated $107K sold.

Essex Financial Services first reported a position in JBLU in Q4 2016 and held it in 11 quarters. The position peaked at $210K in Q4 2016. 371 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

  • Essex Financial Services reported no remaining JetBlue position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 23,504 JetBlue shares in Q1 2026, an estimated $107K.
  • Essex Financial Services first reported a position in JetBlue in Q4 2016 and held it in 11 quarters.
  • Essex Financial Services's JetBlue position peaked at $210K in Q4 2016.
  • 371 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.