Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$578K Sell
130,899
-146,465
-53% -$743K ﹤0.01% 2404
2025
Q4
$1.26M Sell
277,364
-358,869
-56% -$1.64M ﹤0.01% 1589
2025
Q3
$3.13M Buy
+636,233
New +$3.06M 0.01% 911
2025
Q1
Sell
-509,443
Closed -$4M 2948
2024
Q4
$4M Sell
509,443
-388,652
-43% -$2.63M 0.02% 468
2024
Q3
$5.89M Buy
898,095
+697,329
+347% +$3.93M 0.03% 398
2024
Q2
$1.22M Buy
+200,766
New +$1.21M 0.01% 925
2024
Q1
Sell
-139,845
Closed -$776K 2686
2023
Q4
$776K Buy
+139,845
New +$655K 0.01% 1112
2023
Q2
Sell
-1,308,570
Closed -$9.53M 2862
2023
Q1
$9.53M Buy
1,308,570
+1,169,146
+839% +$9.23M 0.12% 144
2022
Q4
$903K Buy
+139,424
New +$1.02M 0.01% 1029
2022
Q3
Sell
-754,233
Closed -$6.31M 3162
2022
Q2
$6.31M Buy
+754,233
New +$8.06M 0.07% 208
2020
Q1
Sell
-10,681
Closed -$199K 1054
2019
Q4
$199K Sell
10,681
-10,905
-51% -$203K 0.01% 948
2019
Q3
$361K Buy
21,586
+1,092
+5% +$19.8K 0.02% 837
2019
Q2
$378K Buy
+20,494
New +$366K 0.02% 476
2019
Q1
Sell
-18,563
Closed -$298K 659
2018
Q4
$298K Sell
18,563
-6,773
-27% -$118K 0.04% 354
2018
Q3
$490K Buy
+25,336
New +$480K 0.08% 177

Other funds holding JBLU