InceptionR’s JetBlue JBLU Stock Holding History

InceptionR’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
2025 Q4	–	Sell	-41,076	Closed	-$202K	–	734
2025 Q3	$202K	Sell	41,076 -15,238	-27%	-$73.2K	0.05%	602
2025 Q2	$238K	Buy	56,314 +39,784	+241%	+$178K	0.06%	518
2025 Q1	$79.7K	Sell	16,530 -11,267	-41%	-$74K	0.02%	508
2024 Q4	$218K	Buy	+27,797	New	+$188K	0.05%	543
2024 Q3	–	Sell	-22,413	Closed	-$136K	–	759
2024 Q2	$136K	Sell	22,413 -13,586	-38%	-$81.9K	0.04%	535
2024 Q1	$267K	Buy	+35,999	New	+$223K	0.07%	452
2023 Q2	–	Sell	-72,821	Closed	-$530K	–	523
2023 Q1	$530K	Buy	72,821 +59,592	+450%	+$470K	0.17%	232
2022 Q4	$85.7K	Buy	+13,229	New	+$96.7K	0.05%	361

Other funds holding JBLU

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return