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Evergreen Capital Management’s JetBlue JBLU Stock Holding History

Evergreen Capital Management’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 		$254K Buy
+44,369
New +$226K ﹤0.01% 1318
2025
Q4 		– Sell
-13,032
Closed -$64.1K – 1468
2025
Q3 		$64.1K Buy
13,032
+1,680
+15% +$8.07K ﹤0.01% 1296
2025
Q2 		$48K Sell
11,352
-19,624
-63% -$87.8K ﹤0.01% 1120
2025
Q1 		$149K Sell
30,976
-735
-2% -$4.83K 0.01% 1037
2024
Q4 		$249K Sell
31,711
-431
-1% -$2.92K 0.01% 841
2024
Q3 		$211K Sell
32,142
-2,870
-8% -$16.2K 0.01% 914
2024
Q2 		$213K Buy
35,012
+5,947
+20% +$35.8K 0.01% 829
2024
Q1 		$216K Hold
29,065
– – 0.01% 772
2023
Q4 		$161K Buy
+29,065
New +$136K 0.01% 792

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

Evergreen Capital Management's JBLU Position: Q2 2026 in Review

Evergreen Capital Management opened a new position in JetBlue (JBLU) in Q2 2026: 44,369 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1318 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in JBLU as recently as Q3 2025.

Evergreen Capital Management first reported a position in JBLU in Q4 2023 and has held it in 9 quarters since. 382 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

  • Evergreen Capital Management held 44,369 shares of JetBlue worth $254K as of Q2 2026.
  • JetBlue was a new Evergreen Capital Management position in Q2 2026.
  • JetBlue made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1318 holding.
  • Evergreen Capital Management first reported a position in JetBlue in Q4 2023 and has held it in 9 quarters since.
  • 382 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.