IEQ Capital’s JetBlue JBLU Stock Holding History

IEQ Capital’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
2024 Q4	–	Sell	-19,137	Closed	-$126K	–	1389
2024 Q3	$126K	Buy	19,137 +5,847	+44%	+$32.9K	﹤0.01%	1095
2024 Q2	$80.9K	Sell	13,290 -8,581	-39%	-$51.7K	﹤0.01%	961
2024 Q1	$162K	Buy	+21,871	New	+$136K	﹤0.01%	900

Other funds holding JBLU

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

IEQ Capital's JBLU Position: Q4 2024 in Review

IEQ Capital sold out of JetBlue (JBLU) in Q4 2024, closing a stake of 19,137 shares — an estimated $126K sold.

IEQ Capital first reported a position in JBLU in Q1 2024 and held it in 3 quarters. The position peaked at $162K in Q1 2024. 371 funds tracked by Wall St. Rank hold JBLU as of Q4 2024.

IEQ Capital reported no remaining JetBlue position as of Q4 2024 after selling out during the quarter.
IEQ Capital sold 19,137 JetBlue shares in Q4 2024, an estimated $126K.
IEQ Capital first reported a position in JetBlue in Q1 2024 and held it in 3 quarters.
IEQ Capital's JetBlue position peaked at $162K in Q1 2024.
371 funds tracked by Wall St. Rank held JetBlue as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.