Forum Financial Management’s JetBlue JBLU Stock Holding History

Forum Financial 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 Q1	–	Sell	-10,561	Closed	-$48.1K	–	670
2025 Q4	$48.1K	Sell	10,561 -1,356	-11%	-$6.18K	﹤0.01%	1005
2025 Q3	$58.6K	Buy	+11,917	New	+$57.2K	﹤0.01%	1002
2025 Q2	–	Sell	-13,624	Closed	-$65.7K	–	969
2025 Q1	$65.7K	Sell	13,624 -440	-3%	-$2.89K	﹤0.01%	857
2024 Q4	$111K	Buy	+14,064	New	+$95.3K	﹤0.01%	875
2023 Q4	–	Sell	-11,220	Closed	-$51.6K	–	706
2023 Q3	$51.6K	Hold	11,220	–	–	﹤0.01%	630
2023 Q2	$99.4K	Sell	11,220 -600	-5%	-$4.36K	﹤0.01%	640
2023 Q1	$86K	Hold	11,820	–	–	﹤0.01%	604
2022 Q4	$76.6K	Buy	11,820 +31	+0.3%	+$226	﹤0.01%	584
2022 Q3	$78K	Buy	+11,789	New	+$96K	﹤0.01%	523
2022 Q2	–	Sell	-10,107	Closed	-$151K	–	618
2022 Q1	$151K	Hold	10,107	–	–	0.01%	582
2021 Q4	$144K	Buy	+10,107	New	+$149K	0.01%	630

Other funds holding JBLU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Forum Financial Management's JBLU Position: Q1 2026 in Review

Forum Financial Management sold out of JetBlue (JBLU) in Q1 2026, closing a stake of 10,561 shares — an estimated $48.1K sold.

Forum Financial Management first reported a position in JBLU in Q4 2021 and held it in 11 quarters. The position peaked at $151K in Q1 2022. 372 funds tracked by Wall St. Rank hold JBLU as of Q1 2026.

Forum Financial Management reported no remaining JetBlue position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 10,561 JetBlue shares in Q1 2026, an estimated $48.1K.
Forum Financial Management first reported a position in JetBlue in Q4 2021 and held it in 11 quarters.
Forum Financial Management's JetBlue position peaked at $151K in Q1 2022.
372 funds tracked by Wall St. Rank held JetBlue as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.